Create an autoprocessing rule for time-off requests

Instead of processing time-off requests manually, you can save time by creating an autoprocessing rule. The system uses this rule to approve, waitlist, and deny requests that violate time-off request validation rules.

After an autoprocessing rule has been created for an organization, you can copy it to another organization to save time. The copy to organization becomes an owner organization of the rule too (as if the rule was created by the organization).

Procedure 

1. Go to Organization Management. Under Request Management, select Autoprocessing.

2. On the Autoprocessing list page, click Create New Rule.

3. On the Create New Autoprocessing Rule popup, click Time Off.

   The Autoprocessing rule form is displayed.

4. Optional: Under Apply to sub-orgs, click a sub-org option.

5. Under Time Off Requests affect by this rule, click one of the options.

6. Under Autoprocessing Criteria, do the following to set up auto-processing criteria for approval, waitlist (when available), and denial:

   1. Based on the autoprocessing action you want to define, select one of the following check boxes:

      • Approval Criteria

      • Waitlist Criteria (Available when Waitlists are set up.)

      • Denial Criteria

   2. Click one of the autoprocessing options.

   3. If you selected the option that requires validation rules for the auto-processing criteria, select one or more of the rules shown in bold. This convention indicates which validations rules are configured for this organization. If you select any other rules, they are ignored.

   4. Repeat these steps until you have completed the auto-processing criteria for all actions that you want to use for this request type.

7. Click Save.