Define validation rules for shift swap requests

Validation rules can be defined for both shift Work period in WFM that has a definite length. swap requests and approved shift swap requests to verify that these requests meet the conditions that you specify. The validation rules that you set for a request type are available as criteria for auto-processing rules.

Each validation rule has an icon. When a request violates a validation rule, alert information is available on the following:

  • Employee Requests page: An alert icon is displayed. When you point to the icon, information about the validation rule violation is displayed.

  • The request details: The alert icon and information about the validation rule violation are on the details view.

Procedure 

  1. 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 Validation.

  2. In the left pane, select an organization.

  3. Under the Shift Swap Request Validation rules section, define the validation rules that you want to use.

    1. Select the check box.

    2. When needed, complete the rule values when needed (Example: number of minutes, hours, or days).

  4. Under the Approved Shift Swap Withdrawal Validation rules section, select the check box.

  5. Do one of the following:

    • Click Save.

    • Click Save and Apply to Sub-Orgs.

Shift swap request validation rules

Approved shift swap request withdrawal validation rules

Recommended workflow: Set up shift swap requests