Auto Processing Rule page

Use this page to define and edit rules for automatic approval, waitlist, and denial of requests based on the violation of validation rules.

Apply to sub-orgs section

This section provides options to exclude or include suborganizations from this rule. These options are the same for all request types.

Field

Description

Apply to this org only

Rule is applied only to the organization, and not to its suborganizations.

Apply to sub-orgs (no overrides)

Rule is applied 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 is applied to the organization and its sub-organizations. The suborganizations can change the status of the rule, but cannot edit it.

<name of request type> affected by the rule that you are creating section

This section provides options to limit which requests are auto-processed. The options vary based on the request type.

Field

Description

Time Off Type

Rule is applied 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.).

(Available for Time-Off Requests and Flex Time Requests)

(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

(Available for Shift Requests and Change requests)

One of the following two fields is available for each request type.

All requests of this type

All requests of this type are auto-processed for approval. No restrictions are applied.

All

For (a 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 auto-processed for approval.

(Available for Time-Off requests, Approved Time-off Withdrawal requests and Flex Time requests)

For (date range)

Only requests submitted for the specified date range are auto-processed for approval.

Auto-Processing Criteria - Approval

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

Field

Description

Approval Criteria

When selected, auto-processing is used to approve 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 auto-approved.

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 - Waitlist

Available for Time-Off requests when the Enable Time Off Waitlist setting is selected on the System Management Module that allows performing suite-wide system management activities from a single, Web-based application, the Enterprise Manager. > General Settings > General page (under the 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

Request 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 auto-denied.

Deny requests violating:

Requests that violate the validation rules selected for waitlist criteria are waitlisted?