Shift request & change autoprocessing settings

Autoprocessing rule settings define whether the rule applies to suborganizations, which requests are affected, and the autoprocessing criteria.

Location

These settings are on the Autoprocessing page when the Create New AutoProcessing Rule type is Shift Request & Change. This page is on Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface., under Request Management.

Apply to sub-orgs section

This section provides options to exclude or include suborganizations from this rule.

Field	Description
Apply to this org only	Rule applies only to the organization, and not to its suborganizations.
Apply to sub-orgs (no overrides)	Rule applies to the organization and its suborganizations. The suborganizations cannot change the status of the rule or edit it.
Apply to sub-orgs (allow overrides)	Rule applies to the organization and its suborganizations. The suborganizations can change the status of the rule, but cannot edit it.

Shift Requests & Changes affected by this rule

This section provides options to limit which requests are autoprocessed.

Field	Description
(type of regular or overtime requests)	Only the selected regular time and overtime requests types are auto-processed for approval. Any or all the following types can be selected: Regular time: New Shift and Shift Change Overtime: New Shift and Shift Change
All requests of this type	All requests are autoprocessed. No restrictions are applied.
For (date range)	Only requests submitted for the specified date range are autoprocessed.

Field

Description

(type of regular or overtime requests)

Only the selected regular time and overtime requests types are auto-processed for approval. Any or all the following types can be selected:

All requests of this type

All requests are autoprocessed. No restrictions are applied.

For (date range)

Only requests submitted for the specified date range are autoprocessed.

Auto-Processing Criteria - Approval section

Use this section to select auto-processing criteria for request approval. This section varies based on request type.

Field	Description
Approval Criteria	When selected, autoprocessing approves requests based on the selected criteria.
The following three auto-approve options are available.
Do not auto approve any requests	No requests are automatically approved. All requests must be approved manually.
Approve requests with no violations	Only requests that do not violate any validation rules configured for this request type are autoapproved.
Approve requests violating only:	The following requests are auto-approved: Requests that do not violate any validation rules configured for this request type. Requests that only violate the validation rules selected for approval criteria.

Auto-Processing Criteria - Denial

Field	Description
Denial Criteria	When selected, auto-denial is used to process requests based on the selected criteria.
The following auto-deny options are available.
Do not auto deny any requests.	No requests are automatically denied. All requests must be denied manually.
Deny requests with at least one violation.	Requests that violate any validation rules configured for this request type are automatically denied.
Deny requests violating:	Requests that violate the selected validation rules are automatically denied.