Recommended workflow: Set up shift requests & changes

With the shift Work period in WFM that has a definite length. request & change feature, employees can request shifts on unscheduled days and request changes to their existing shifts. When needed, employees can submit a request to withdraw an approved request.

This workflow describes the procedures for setting up shift requests & changes using all system features. Follow the procedures that fit the needs of your organization.

Workflow 

1. Define settings shared by all request types

   Shared request settings are optional settings that are effective for all request types.

2. Define settings for shift requests & changes

   Shift requests & change settings control who can submit these requests and what types of requests can be made.

3. Create policies for shift requests & changes

   Shift request & changes policies provide guidance to employees about submitting requests. Employees can view this information on the Policies page. This page is on My Home, under My Requests.

4. Define validation rules for shift requests & changes

   Validation rules verify that requests meet the conditions that you specify. Rules can be defined for both shift requests & changes and approved shift request & changes withdrawal requests.

5. Create filing rules.

   • Create a filing rule for shift requests & changes

     You can create a filing rule to specify when shift requests & changes must be submitted. When these requests are submitted, a validation rule verifies that they comply with the filing rule.

   • Create a filing rule for approved shift request & change withdrawal requests

     You can create a filing rule to specify when approved shift request & change withdrawal requests must be submitted. When these requests are submitted, a validation rule verifies that these requests comply with the filing rule.

6. Create autoprocessing rules.

   • Create an autoprocessing rule for shift requests & changes

     While shift requests & changes can be processed manually, you can set up a rule for the system to process them automatically. An auto-processing rule can be used to approve and deny requests based on violation of validation rules.

   • Create an autoprocessing rule for approved shift request & change withdrawal requests

     While approved shift request & change withdrawal requests can be processed manually, you can set up a rule for the system to process them automatically. An autoprocessing rule can be used to approve and deny requests based on the validation rules that you set.