Request Management settings page

Employee Workflow Options

Setting	Description
Allowed escalation of denied requests	Determines whether employees can escalate a denied request for further consideration. If selected, employees have an action button available next to the denied request. This button sends the request to a manager who has privileges to decide on the disposition of escalated requests.
Show auto processing rules to employees.	If selected, employees can see the autoprocessing rules set for their organization on the Policies page. This page is located on My Home, under My Requests.
Limit employees' schedule viewing to the following organizations	This settings affects employees who have the privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access. to view group schedules. Determines whether employees in the selected organization are limited to viewing the schedules of specific organizations on My Group page (located on My Home under My Schedule). When the organization list is blank, employees can view schedules for all organizations. When organizations are selected for the list, employees can only view schedules for these specific organizations.

Setting

Description

Allowed escalation of denied requests

Determines whether employees can escalate a denied request for further consideration.

If selected, employees have an action button available next to the denied request. This button sends the request to a manager who has privileges to decide on the disposition of escalated requests.

Show auto processing rules to employees.

If selected, employees can see the autoprocessing rules set for their organization on the Policies page. This page is located on My Home, under My Requests.

Limit employees' schedule viewing to the following organizations

This settings affects employees who have the privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access. to view group schedules.

Determines whether employees in the selected organization are limited to viewing the schedules of specific organizations on My Group page (located on My Home under My Schedule).

When the organization list is blank, employees can view schedules for all organizations.
When organizations are selected for the list, employees can only view schedules for these specific organizations.

Required Pay Period Hours

Setting	Description
Track Required Pay Period Hours by	If this check box is selected, the required minimum hours per pay period are tracked.
Pay Period	Identifies the pay period frequency. Match the frequency in your payroll system.
Start Date	Identifies the date that the pay period starts. This start date must be a date that going forward synchronizes to the pay period date range in your payroll system.

Start Date is 01/01/2017

When the Pay Period is...	Then the next pay period starts on...
weekly	01/08/2017
bi-weekly	01/15/2017
monthly	02/01/2017

Start Date is 02/17/2017

When the Pay Period is...	Then the next pay period starts on...
weekly	02/24/2017
bi-weekly	03/03/2017
monthly	03/17/2017

Additional setup requirements before Minimum Pay Period Hours can be tracked:

The Required Pay Period Hours value must be defined for users in the organization on the Work Rules page. This page is located on User Management Module that an administrator uses to create a profile for each employee in their organization., under Employees.
For time-off activities, one or more absence activities must be set up to apply to the Required Pay Hours balance. Activities are set up on the Activities page. This page is located on Work Administration, under Activities.
The Request Complies with Required Pay Period Hours validation rule must be set. This rule is available for three types of requests: time-off requests, shift Work period in WFM that has a definite length. swap requests, and shift request and changes.

Shift Optimization Settings

Setting	Description
Move unpaid breaks under time off for shift length optimization.	Shift optimization rules for time off requests use this setting. It ensures that after a time off request is approved, the employee's paid time does not exceed the paid time before the request.

Request Approval

Setting	Description
When approving work requests:	This setting affects what is published when approving the following work requests: Shift Request and Change (new shift, shift extensions, shift time and type) Shift Bidding (all auction types) Flex Time (makeup segments) This setting does not affect the following request types: Shift swap: Publishes the entire day by default. Time off: When these requests are approved, only the time off 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. is published. Options are: Publish requested time range (default): When the request is approved, only the requested time range is published. Publish entire day: When the request is approved, the entire day or days in the request are published based on the employee's organization hours of operation. This option is recommended when you are using interval allocations in a time off pool Group of employees in WFM to which time off is allocated. and multiple shifts per day auctions. It ensures that time off hours and working hours span the entire day.

Setting

Description

When approving work requests:

This setting affects what is published when approving the following work requests:

Shift Request and Change (new shift, shift extensions, shift time and type)
Shift Bidding (all auction types)
Flex Time (makeup segments)

This setting does not affect the following request types:

Shift swap: Publishes the entire day by default.
Time off: When these requests are approved, only the time off 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. is published.

Options are:

Publish requested time range (default): When the request is approved, only the requested time range is published.
Publish entire day: When the request is approved, the entire day or days in the request are published based on the employee's organization hours of operation.

This option is recommended when you are using interval allocations in a time off pool Group of employees in WFM to which time off is allocated. and multiple shifts per day auctions. It ensures that time off hours and working hours span the entire day.

Time Off Management Activation

Setting	Description
Activate Manager Workflow	Determines whether managers in the selected organization can view and act on time off requests from their employees. It also enables managers to access the Time Off Calendar.
Activate Employee Workflow	Determines whether employees in the selected organization can view, create, and edit time off requests. It also enables employees to access the Time Off Calendar.

Time Off Request Options

Setting	Description
Time Off Hours Request Options	Determines the time off request options available to employees on the request form. Options are: Use my time-off hours to schedule my absence: Allocated time off hours are required to schedule an absence. Schedule around my time off requests if possible: Instead of using allocated time off hours, the scheduler run tries to build a schedule around the employee's request. Both: Both options are available.
Time Off Rounding Options	Specifies a rounding option for time-off requests. When a request is saved, the time is rounded up or down, depending on what time is closest to the selected rounding option. Options: Round to the nearest 1-minute interval: Rounds to the nearest minute of a submitted employee request. Example: If an employee submits a request for 9:01 AM and 55 seconds to 11:52 AM and 3 seconds, the request is rounded to 9:02 AM to 11:52 AM. Round to the nearest 15-minute interval (default): Rounds to the nearest 15-minute interval of a submitted employee request. Example: If an employee submits a request for 12:53 PM to 4:27 PM, the request is rounded to 1:00 PM to 4:30 PM. Round to the nearest 1-hour interval: Rounds to the nearest 1-hour interval of a submitted employee request. Example: If an employee submits a request for 5:55 PM to 9:10 PM, the request is rounded to 6:00 PM to 9:00 PM. Round to the nearest 1-day interval: Rounds to the nearest 1-day interval of a submitted employee request. Example: If an employee submits a request for 9 AM, it is rounded to 12 AM of the same day. If an employee submits a request for 2 PM, it is rounded to 12 AM of the next day.
Maximum Allowed Time Off Choice(s) Per Request	Specifies the maximum number of time-off choices that can be made per time-off request.
Allow Time Off Bid request to be copied	If selected, employees can pre-populate choices in a new time-off bid request with choices that were not approved in a previous time-off bid. Comment History is not pre-populated. On My Request page, a copy icon is displayed in the Actions column for a request when it meets all of the following conditions: Is from a closed bid. Has the status of pending or closed. Has choices that can be approved. This feature is not available on the Employee Request page.
Use hours of operation for Time Off Requests	If selected, the From time and To time in the Select Date Range box defaults to the organization's hours of operation (instead of 12:00 AM and 11:59 PM).
Add to Waitlist option selected by default for Time off Requests	When selected, the Time Off request form option Add to Waitlist if not Approvable is selected by default.
Include waitlist in time off pool validation	This setting works with the Time Off Pool has available time off hours validation rule. With this option, this rule does another validation when the employee has selected the Waitlist if applicable check box in the request. In addition to validating that there are available hours in the time off pool, the rule checks for existing waitlisted requests for the same date range. When these waitlisted requests exist, the new request is added to the waitlist in the existing sort order. When more hours are added to the time off pool, the waitlisted requests are approved based on the sort order.

Time Off Accrual

Setting	Description
Time Off Year	Determines the boundary of the year for time-off requests: Employee Anniversary date: Boundary of the year for time-off requests is determined by the start date of the employee at the company. This anniversary date is used as the accrual schedule for all activities that accrue on a yearly schedule. Fixed date: Boundary of the year for time-off requests is determined by this specific date. This date is used as the accrual schedule for all activities that accrue on a yearly schedule.
Monthly Accrual Day	Day of the month used as the accrual schedule for all activities that accrue on a monthly schedule.
Weekly Accrual Day of Week	Day of the week used as the accrual schedule for all activities that accrue on a weekly schedule.
Biweekly Accrual Start Date	Start date used as the accrual schedule for all activities that accrue on a biweekly schedule.

Time Off Calendar Colors

The time-off calendar uses different colors to identify types of days and whether time off hours are available. You can change any of the default colors.

Example: By default, red is the color for Time Off Not Allowed days.

Time-Off Policies

Text box to type information that you want employees to know about submitting time-off requests. Employees can view your policies on the Policies page. This page is located on My Home, under My Requests.

Flex Time

Setting	Description
Allow make-up extensions before shift	Employees can make up flex time off before a scheduled shift.
Allow makeup extensions after shift	Employees can make up flex time off after a scheduled shift.
Allow makeup extensions in shift gaps	Employees can make up flex time off during available gaps that occur during a scheduled shift. Available gaps include both shift/overtime gaps and custom shift gap activities. A custom gap activity is an activity with the Allow Extensions field set to Yes, treat as a shift gap. (This field is located on the Activity Details page, under the Request Management Usage section.)
Allow makeup extensions in adjustable breaks	Employees can make up flex time off in adjustable breaks that occur during a scheduled shift. An adjustable break is an activity with the Allow Extensions field set to Yes, treat as an adjustable break. (This field is located on the Activity Details page, under the Request Management Usage section.)
Allow makeup extensions on a non-working day	When this setting is selected, employees can request to make-up flex time on a non-working day (on the request form under the Flex Make-up section). When a non-working day is selected, the following occurs: Under Shift, the Name field displays Non-working day. All other fields are available and must be completed. Under Flex Makeup, all fields are unavailable. If the request is approved, a custom shift is created for the employee using the selected activity, start time, and duration. This shift is added to the count of shifts for the employee. To ensure that make-up on a non-working day does not allow employees to get too many shifts, the following flex time validation rule can be used: Maximum consecutive working days allowed as per organization settings.
Limit time off request to beginning of shift blocks	An employee can only request flex time off at the beginning of each shift block.
Allow consecutive flex time off requests	Employees can make consecutive flex time off requests during a scheduled shift.

Flex Time Policies

Text box to type information that you want employees to know about submitting flex time requests. Employees can view your policies on the Policies page. This page is located on My Home, under My Requests.

Shift Bidding

Setting	Description
Max Preference Value (1-Highest, Max-Lowest)	Specifies the maximum value that an employee can enter to indicate a shift bid preference. Example: If this setting is 25, employees can enter 25 for their least preferred shift. Preference numbers entered by employees help sort out multiple requests. When deciding on this value, consider the following: How many bids you expect employees to submit. Whether you plan to use the Enforce unique preferences option.
Enforce unique preferences	If this check box is selected, duplicate preferences cannot be submitted. Requests with the status of Pending or Escalated are included in the duplicate check. Requests with the status of Withdrawn, Invalid, or Denied are excluded from the duplicate check. Example of the workflow: After entering and saving duplicate preference numbers, the user submits the request. An error message indicates that duplicate preference numbers exist and the preferences must be corrected before the request can be submitted.
Max Bids Per Employee	Determines the maximum number of bids an employee can submit in one scheduled auction (usually a week).
If enabled, the following scoring factors can be used in an auction: If you create a scheduled auction for a specific week, you can specify that the scoring factors are taking in to account when prioritizing shift bidding Feature in WFM that allows employees to submit requests (bids) for selected shift assignments. requests. If scoring is used in an auction, the score is calculated as follows: <Seniority Factor> * <number of months in the company> + <Rank factor> * <Max Rank - Employee Rank> + <Bonus factor> * <total accumulated and assigned bonus> If you do not want to use a particular factor in your scoring, set it to zero (0).
Seniority scoring factor	Number of months the employee has been employed at the company. The value is a specific numeric value X the number of months in the company.
Rank scoring factor	Employee's rank in the company. The value is a specific numeric value X (maximum rank - employee rank).
Bonus points scoring factor	Employee's bonus points in the company. The value is a specific numeric value X the current number of bonus points.
Bid Options	Filter options by employee type. If this check box is selected, the available bid option templates are based on the employee’s employee type. (Example: When the employee type is full-time, only templates for full-time employees are listed.) Employee type is assigned in User Management when the employee’s profile is created. If you submit a bid for an employee, the Bid Options page lists only the templates available to the selected employee based on their employee type. This page is located on Request Management, under Schedule Options. For employees: My Bid Options page lists only the templates available to them based on their employee type. This page is listed on My Home, under My Requests. Display template description column. When this check box is selected, a Description column is available. The column is available on the Schedules page. This page is located on Request Management, under Schedule Auctions. For individual auctions, a maximum of 50 characters can be entered to provide additional information about a schedule template. For employees: The column is available for view on the My Bid Options page. This page is located on My Home, under My Requests.

Shift Bidding Policies

Text box to type information that you want employees to know about submitting shift bidding requests. Employees can view your policies on the Policies page. This page is located on My Home, under My Requests.

Shift Swap

Setting	Description
Enable shift swap	Enables shift swap functionality for the whole organization or branch.
Limit employees' shift swapping Feature in WFM that allows employees to change shifts with another employee. to the following organizations	Employees can swap shifts with employees in these organizations.
Disable one-way shift swap	If selected, employees cannot do a swap where one employee acquires a shift without giving back another shift.
Allow partial day shift swap requests	If selected, employees can accept a portion of a proposed shift swap instead of an entire shift, and can accept portions of a shift from more than one employee.
Allow pickup of a portion of a posting	If selected, employees can accept a portion of a proposed shift swap instead of an entire shift, and can accept portions of a shift from more than one employee.
Maximum number of swap negotiation comments per employee	Specifies the number of swap negotiation comments that can be used in negotiating a shift swap. The goal is to reduce comments being used for purposes other than shift swap negotiations.

Shift Swap Policies

Text box to type information that you want employees to know about submitting shift swap requests. Employees can view your policies on the Policies page. This page is located on My Home, under My Requests.

Shift Requests & Changes

Settings	Description
Allow requests for new shifts	Employees and supervisors can submit requests for new shifts.
Allow requests for regular (non-overtime) shifts	Requests can be submitted for new, regular shifts.
Allow requests for overtime shifts	Requests can be submitted for new, overtime shifts.
Allow requests for changes to existing shifts	Employees and supervisors can submit requests for changes to shifts that have already been scheduled.
Allow requests to modify start time	Requests can be submitted to change the start time of existing requests.
Allow requests to modify shift selection	Requests can be submitted to change the shift selection.
Allow requests for extensions	Employees and supervisors can submit requests for extensions to new and existing shifts.
Allow requests for regular (non-overtime) extensions before a shift	Requests can be submitted for extra regular time before the beginning of a new or an existing shift.
Allow requests for regular (non-overtime) extensions after a shift	Requests can be submitted for extra regular time after the end of a new or an existing shift.
Allow requests for regular (non-overtime) extensions during a gap	Requests can be submitted for extra regular time during available gaps that occur during a new or existing scheduled shift. Available gaps include both shift/overtime gaps and custom shift gap activities. A custom gap activity is an activity with the Allow Extensions field set to Yes, treat as a shift gap. (This field is located on the Activity Details page, under the Request Management Usage section.)
Allow requests for regular (non-overtime) extensions during adjustable breaks	Requests can be submitted for extra regular time during adjustable breaks that occur during a new or existing shift. An adjustable break is an activity with the Allow Extensions field set to Yes, treat as an adjustable break. (This field is located on the Activity Details page, under the Request Management Usage section.)
Allow requests for overtime extensions before a shift	Requests can be created for an overtime extension before the start of a new or an existing shift.
Allow requests for overtime extensions after a shift	Requests can be created for an overtime extension after the end of a new or an existing shift.
Enforce the duration for overtime extension requests	The value for the Duration (Length) is enforced in Shift Change requests. Users cannot edit the Duration. If this check box is clear, the value set for the Duration (Length) of the overtime extension in the work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. is not enforced. Users can change the value to anything from 1 minute to 24 hours when submitting a Shift Change request. Employees (agent role) can edit this value on their My Requests page and the Schedule page. Some non-agent roles, such as Supervisor, can edit this value for an employee on the Schedule page and the Employee Requests page. The value of the Duration (Length) of the overtime extension is defined on the OT Extension page. (This page is on Work Administration, under Work Rules.)
Enforce the gap for overtime extension requests	The values set for the Min Gap and Max Gap of the overtime extension are enforced. When requesting an overtime extension, users can change these gap values to any value between the Min Gap and the Max Gap. Employees (agent role) can edit this value on their My Requests page and the Schedule page. Some non-agent roles, such as Supervisor, can edit this value for an employee on the Schedule page and the Employee Requests page. Example - Create a new request form: If the work rule has a Min Gap of 15 minutes and a Max Gap of 1 hour, the user cannot select a Min Gap value lower than 15 or a Max Gap value higher than one hour. Net Staffing Ribbon behavior: If users draw the gap on the net staffing ribbon, the value populated on the request form varies based on whether the gap drawn is inside the Min Gap and Max Gap values. If the user draws a gap that is inside the Min Gap and Max Gap values, the request form is populated with the gap. If the user draws a gap lower than the Min Gap value, the request form is populated with the Min Gap value. If the user draws a gap that is higher the Max Gap value, the request form is populated with the Max Gap value. If this check box is clear, the value for the Min Gap and Max Gap of the overtime extension is not enforced. Users can change the value to anything from 1 minute to 24 hours. Employees (agent role) can edit this value on their My Requests page and the Schedule page. Some non-agent roles, such as Supervisor, can edit this value for an employee on the Schedule page and the Employee Requests page. The value of the Min Gap and Max Gap of the overtime extension is defined on the OT Extension page. (This page is on Work Administration, under Work Rules.)

Shift Requests & Changes Policies

Text box to type information that you want employees to know about submitting shift requests & changes. Employees can view your policies on the Policies page. This page is on My Home, under My Requests page.