Configure the due date logic for shift approval flows
As an administrator, you can configure the due date logic for the time-off request and shift-swap request approval flows.
Before you begin
Make sure that your application is in the Shift Planning scope.
Role required: admin
About this task
You can configure the flows to restrict who can approve the requests. For example, you can set it to only the manager of the agent's primary assignment group who can approve them. If the agent submits the request for approval within two days before the agent time-off start date, then the request for approval is auto-rejected.
Procedure
Navigate to All > Process Automation > Flow Designer.
Each flow has a requester and an approver workflow.
Configure the due date logic for the Time-off request flow.
| If | Then | Reference image |
|---|---|---|
| The requester is one of the managers | The request is auto-approved. | Image omitted: timeoff-request-autoapprove.png Time-off request auto-approval |
| The requester is the agent | Enter the due date to approve the request.1. Open Else > Ask For Approval flow. 2. In the Due Date field, select the down arrow icon ( Image omitted: down-arrow-icon.png 3. In the Due Date script window, update the value in the dueDate.addDaysUTC(-2); parameter to the number of days you want to set the due date for approval. 4. Select Done.Down arrow icon). | Image omitted: time-off-ask-approval.png Time-off ask for approval flow |
- Configure the due date for the Swap request approval flow.
| If | Then | Reference image |
|---|---|---|
| The shift-swap requester is one of the managers | The request is auto-approved. | Image omitted: shift-swap-auto-approval.png Shift-swap auto approval |
| The shift-swap requester is an agent (Requestee) and the The shift-swap approver is the manager | Enter the due date for the requestee agent to approve.
| Enter the due date for the requestee agent to approve. Image omitted: shift-swap-request-approval.png Enter the due date to approve the request. Shift swap request approval Image omitted: swap-request-manager-approval.png Swap request manager approval |
Parent Topic:Setting up Scheduling in Workforce Optimization for ITSM
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