Shift requests & changes validation rules

Use any of these validation rules to set conditions that you want validated in shift Work period in WFM that has a definite length. requests and changes.

A minimum of <x> percent of changed intervals improves net staffing. This rule is violated when the percentage of intervals that will be changed by the request is less than the specified minimum percentage for net staffing improvement. Gaps between shifts and extensions are not included.

The minimum staffing level percentage is calculated as follows:

Improvement Percentage = (#periods where net staffing is improved / (#periods where net staffing is improved + #periods where net staffing is worsened) )*100
Maximum paid duration allowed: <number> minutes per <Organization Day or 24 Hour Period>. This rule is violated if the request causes the paid duration to exceed the user-defined duration allowed for the selected period. Shift length is not considered; however, all paid hours during the selected period are considered. For the paid duration calculation, only paid hours are counted. Shift work (normal shifts, overtime, overtime extension) and time off are counted as paid hours. Flex time off segments are not counted as paid hours.

For the reference period that defines the day, select from the following options:
- Organization Day: If all employees only have shifts that start and end in the organization day boundary, use this option.
  
  During validation, the duration calculation uses the time period defined for the organization day. The organization day is defined on the Organization Setting page (located on the Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface. menu, under Hierarchies). If the maximum paid duration threshold is exceeded, an alert is generated.
- 24 Hour Period: If any employees have shifts that cross the organization day boundary (shift starts on one day and ends on another day), use this option.
  
  During validation, the duration calculation uses a sliding 24-hour window that increments by 15 minutes. The sliding window begins 24 hours + 15 minutes before the request start time and stops at 24 hours - 15 minutes after the request end time. If the maximum paid duration threshold is exceeded in a 24-hour window, the rule is violated. No more 24-hour windows are checked, and an alert is generated.

Minimum paid duration allowed: <number> minutes per <Organization Day or 24 Hour Period>. This rule is violated if the request causes the employee to fall under the user-defined duration allowed for the selected period. Shift length is not considered; however, all paid activities during the selected period are considered. For the paid duration calculation, only paid hours are counted. Shift work (normal shifts, overtime, overtime extension) and time off are counted as paid hours. Flex time off segments are not counted as paid hours.

For the reference period that defines the day, select from the following options:

Organization Day: If all employees only have shifts that start and end in the organization day boundary, use this option.

During validation, the duration calculation uses the time period defined for the organization day. The organization day is defined on the Organization Setting page (located on the Organization Management menu, under Hierarchies). If the minimum paid threshold is not met, an alert is generated.
24 Hour Period: If any employees have shifts that cross the organization day boundary (shift starts on one day and ends on another day), use this option.

During validation, the duration calculation uses a sliding 24-hour window that increments by 15 minutes. The sliding window begins 24 hours + 15 minutes before the request start time and stops at 24 hours - 15 minutes after the request end time. If the minimum paid duration threshold is not met after checking all windows, an alert is generated.

Minimum duration of the activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. <adjustable break activity or shift gap activity> is <number> <Minutes or Hours> after an extension during the activity. This rule is violated if the minimum duration of the selected activity will not be met after an extension during the activity. (Until shift event Time period in WFM when employees are scheduled for specific activities, other than the main shift activity. Shift events can either be productive or unproductive, and can be associated with activities such as Phone, Email, Break and Lunch. activities are created for adjustable breaks or shift gaps, the list of break activities is empty.) Example - adjustable break activity: Employees get a 60 minute, unpaid lunch break for a shift that exceeds six hours. By law, they are required to take 30 minutes for lunch. You can define this rule with a minimum activity duration of 30 minutes to prevent employees from making their lunch break too short.

Two break segments can occur due to a gap--one segment before and one segment after the work extension. Only one of these break segments must meet the minimum duration requirement in this rule.

If you are defining this rule for multiple activities with the same duration, you can select all applicable activities and enter the duration once. If you are defining this rule for activities with different durations, define each activity separately. Also, you can save or cancel all activities at one time instead of processing them individually. By default, the first adjustable break activity shows in the list box.

To remove a maximum duration for an activity, set the duration to blank and save the change.
Maximum consecutive working days allowed as per organization Settings. This rule is violated if the request causes the user to exceed the maximum number of consecutive working days that has been defined for the organization.
Minimum required time gap between consecutive shifts as per organization Settings. This rule is violated if approving the shift change request results in the minimum time gap between shifts being violated. The time gap is determined by comparing the start time of the requested shift with the end time of the preceding shift; in addition the end time of the requested shift is checked against the start time of the succeeding shift.
Request complies with filing rules. This rule is violated if the request submittal date violates any of the filing rules applicable to the employee’s organization.

Employee’s schedule complies with min/max hours, including OT maximums. This rule is violated if approving the request causes the employee not to meet or to exceed the minimum or maximum hours allowed respectively, including the maximum overtime allowed per day/week.

Employee’s schedule complies with organization hours of operation. This rule will generate an alert if approving the request causes the employee’s working hours to fall outside the defined hours of operation for the organization.

Request does not overlap with a time off event Scheduled event in WFM that can be used to plan and track planned time off, such as vacations. To avoid the approval process associated with time-off requests made through the time-off management functionality, you can create time-off events directly in the calendar.. This rule is violated if the request overlaps with a time-off event.
Request does not overlap with an unavailability. This rule is violated if the shift change request overlaps with an unavailability.
Request period is published. This rule is violated if the request date and time range falls outside a published period. If any part of the shift is outside a published period, the validation fails.
Request complies with Required Pay Period Hours. This rule is violated if the request would cause the employee to not meet the minimum hours in a pay period.

Tracking for the Required Pay Period Hours is set up on the Settings page. This page is on Organization Management, under Request Management. When this setting is selected for an employee's organization, the Required Hours (balance) for Pay Period section is available on the following pages:
- Time Summary: This page is located on Tracking, under Roster.
- My Schedule Summary: This page is located on My Home, under My Schedule.