Time-off request autoprocessing rule settings

Autoprocessing rule settings define whether the rule applies to suborganizations, which time-off requests are affected, and the auto-processing criteria.

Location

Go to 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, select Autoprocessing. These settings are available when the Create New Autoprocessing Rule type is Time Off.

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 sub-organizations. 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 sub-organizations. The suborganizations can change the status of the rule, but cannot edit it.

Time-off requests affected by the rule you are creating section

This section provides options to limit which requests are auto-processed.

Field	Description
Time off type	Rule applies only to time-off requests with the selected time-off type (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.).
All requests of this type	All time-off requests are auto-processed for approval. No restrictions are applied.
For (specific day of the week, a weekend or working holiday)	Only requests submitted for the selected day of the week, a weekend, or a working holiday are autoprocessed for approval.
For (date range)	Only time-off requests submitted for the specified date range are autoprocessed for approval.

Autoprocessing Criteria - Approval

Use this section to select autoprocessing criteria for request approval. This section varies based on the 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.

Autoprocessing Criteria - Waitlist

This section is available when the Enable Time Off Waitlist setting is selected on the General page. This page is located on System Management Module that allows performing suite-wide system management activities from a single, Web-based application, the Enterprise Manager., under General Settings (Request Management section).

Field	Description
Waitlist Criteria	When selected, auto-processing is used to waitlist requests based on the selected criteria.
The following auto-waitlist options are available.
Do not auto waitlist any requests	No requests are automatically put on the waitlist. All requests must be waitlisted manually.
Waitlist requests with at least one violation	Requests that violate one or more validation rules are waitlisted.
Waitlist requests violating only:	Requests that only violate the validation rules selected for waitlist criteria are waitlisted.

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.