Create a filing rule for shift swap requests

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

If the following shift swap request validation rule is not selected, the filing rule is not effective:

Request complies with filing rules.

Procedure 

  1. Go to Organization Management. Under Request Management, select Filing Rules.

  2. In the left pane, click an organization.

  3. Click Create New Rule.

  4. Click Shift Swap.

  5. In the Filing Rules workspace, complete the settings.

  6. Click Save.

Approved shift swap withdrawal request filing rule settings

Recommended workflow: Set up shift swap requests