Self-Scheduling: Approval Configuration

You can now configure the approval workflow for drop shift requests, cover requests, and swap requests so they align with your organization's policies.

Transaction Manager: Rules Page Showing the Approve Shift Drop Rules

Transaction Manager: Rules Page Showing the Approve Shift Swap Rule

Here's what workforce schedule administrators authorized to manage drop, cover, and swap shift requests can do:

• Use BPM Workflow rules and payload data to manage the approval process.
• Customize the default workflow using these available payload attributes:
  • Allow Overtime
  • Department
  • Incentive Amount
  • Job
  • Job Family
  • Location
  • Position
  • Premium Shift
  • Scheduling Group
  • Shift Category
  • Shift Type
  • Line Manager Hierarchy
  • WFM System Administrator
  • Schedule Managers
• Test the workflow using the simulation feature.

This feature lets workforce schedule administrators create tailored approval workflows that align with organizational policies. These workflows enhance the efficiency and effectiveness of managing drop shift requests, cover requests, and swap requests. The simulation feature helps them prevent operational discrepancies by validating workflows before deployment.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

To configure self-scheduling approvals, schedule administrators need this privilege:

Privilege	Security Type	Code	Description
Use Workforce Scheduling Services Internal Only	Function	HTS_SERVICE_ACCESS_INTERNAL_ONLY	Allow schedule administrators to configure self-scheduling approvals