Schedule Post Acknowledgment

A process profile containing the Schedule Post Acknowledgment business process must be assigned to the posting manager and employees.

Workflow Notifications: Configure generic notifications that facilitate the Schedule Post Acknowledgment process. Design the notifications by combining free text with available custom tags. During configuration, select do not suppress duplicates and the appropriate recipients for each workflow notification. (Optional) Select one-click navigation in email to include a URL to the appropriate navigator widget that the notification receiver uses to address the alert. See the Configure Notifications for Business Processes topic.

Examples:

Name: OpenShiftCreationManagerNotification

Long Message:

Shifts noted below have been deleted:
Employee: <employeeDetails>.
Rejected Shifts: <rejectedShiftDetails>.
Approved Shifts: <approvedShiftDetails>.

Name: ShiftDeclineRequestEmployeeNotification

Long Message:

Approved Shift Details: <approvedShiftDetails>.
Rejected Shift Details: <rejectedShiftDetails>.

Name: Schedule Post Validation Notification

Long Message:

Decision table values are not correct for:
Location: <Location>.
Variables: <ErrorKeys>.

Select Resend every hhhh:mm, and then enter a duration.

Control Center Mapping: Create control center notification mappings for all workflow notifications that support staffing level-based open shift validation. During configuration, select Scheduler from the domain; Post Schedule from the event type; the appropriate notification, such as Schedule Post Notification; Schedule from navigation page; and an appropriate icon. See the Control Center Notification Mapping topic.

Comment: Configure a comment, such as Shift Details, to which the process adds shift details. The pay codes category must be selected during configuration. See the Comments topic.

Schedule Tag: Configure a schedule tag, such as Shift Decline., that displays justification document status in the Schedule Planner. The schedule tag type must be selected during configuration. See the Tag Definitions topic.

Paycode: Configure day-based paycodes to track the status of the Schedule Post Acknowledgment. These paycodes, when configured in a transactional Dataview, are instrumental in providing insight into employee responses. See the Paycode definition topic.

Examples: ScheduleAccepted, ScheduleDecline, Silent Approval, and ScheduleAcceptedDeclineRejected.

Process Profile: Configure a process profile, such as SchedulePostAcknowlegment_Contract, to support the contract employees that use the Schedule Post Acknowledgment business process. The Schedule Post Acknowledgment business process must be moved to the Selected Items box during configuration. See the Process Profiles setup page topic.

1. Log in to the appropriate tenant.

2. Go to Main Menu > Administration > Setup Data Manager.

3. Select the Source tenant where the Process Model resides, and select the template to copy. It is a .zip file. A message appears in the Source column: Source: Import from <filename>.zip.

4. Click Tap Review and Publish. The Publish Summary panel appears.

5. Review the Publish Summary panel. It lists the items that were extracted from the migration file. If you approve, click tap Publish with Comment or just Publish.

6. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. The Publish History page contains a table that lists the items you have published. If there were errors during the transfer, the button under the Errors column for that row is black.

7. To view details, click tap the appropriate row and click tap View Selected.

8. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name.

1. Go to Main Menu > Administration > Application Setup > Business Process setup > Process Models.

2. Select the SchedulePostAcknowledgement_v2.1 process and click Edit. The process model enters edit mode.

3. Select the Decision Tables tab.

4. Click Tap Everyone's, and then select the decision table to edit.

5. Click Tap Decision Table Editor to add or update the rows in the table.

6. Click Tap Save and close.

7. Edit the following decision tables:

   Caution:

   • Values entered in the decision tables are case-sensitive, and must match configured values in the application.

   • Do not remove variables, variable names, or variable types from any decision table.

   • Edit the decision table: SchedulePostAcknowledgement_v2_1_InternalParameters

     The Schedule Post Acknowledgment Internal Parameters decision table contains internal mapping parameters which are external to the business and functional requirements.

     Schedule Post Acknowledgment Internal Parameters decision table structure

     Schedule Post Acknowledgment Internal Parameters decision table structure

     Variable	Description
     EmployeePersonNumberActivitiVariableKey	Employee person number; do not change.
     PostingManagerPersonNumberActivitiVariableKey	Posting manager person number; do not change.
     SchedulePostDurationActivitiVariableKey	Posted schedule duration; do not change.
     Admin	Internal user; do not change.
     PostedSchedulePeriodDateFormat	Posted schedule period date format for notes. Supported formats include: yyyy-dd-MM yyyy-MM-dd dd-MM-yyyy MM-dd-yyyy
     RightToRestNotation	Notation that highlights Right to Rest violated shifts.

   • Edit the decision table: SchedulePostAcknowledgement_v2_1_Parameters

     The Schedule Post Acknowledgment Parameters decision table holds process parameters.

     Schedule Post Acknowledgment Parameters decision table structure

     Schedule Post Attestation Config Parameters decision table structure

     Variable name	Description
     SilentApprovalBy	(Optional) Day name and time at which the schedule post is silently approved. Set to Null when not used. Format: Day name, HH:mm Example: Monday,17:00
     ApprovalRequiredForShiftDecline	Boolean parameter that enables manager approval for declined shifts.
     AllowShiftDecline	Boolean parameter that enables the ability to decline shift with deletion.
     ScheduleAcceptedPayCode	Paycode that is inserted in the Schedule Planner on the days for which the schedule is accepted. Example: ScheduleAccepted
     ScheduleAcceptedPayCodeForSilentApproval	Paycode that is inserted in the Schedule Planner on the days for which the schedule is accepted as part of the silent approval process. Example: SilentApproval
     ScheduleDeclinedPaycode	Paycode that is inserted in the Schedule Planner on the days for which the schedule is declined. Example: ScheduleDeclined
     ShiftDeclineRejectedPaycode	Paycode that is inserted in the Schedule Planner on the days for which the decline request is rejected by the manager. Example: ShiftAcceptedDeclineRejected
     ScheduleDetailsComment	Comment, that is configured with a paycode category, and is assigned to all applicable paycodes. Example: Shift Details
     OpenShiftCreationManagerNotification	(Optional) Notification, containing declined shift details, that is sent to the posting manager. Set to Null when not used. Example: OpenShiftCreationManagerNotification
     ShiftDeclineRequestEmployeeNotification	(Optional) Notification, containing shift details after manager approval, that is sent to the employee. Set to Null when not used. Example: ShiftDeclineRequestEmployeeNotification
     ValidationErrorNotification	Notification, containing details and validation errors, that is sent to the posting manager. Example: Schedule Post Validation Notification
     DisplayShiftLabel	Boolean parameter that determines whether the shift label or shift time spans are displayed on the workflow form.
     DisplayWeekNumberInISOFormat	Boolean parameter that determines whether the ISO week number displays on the form.
     ProcessProfileIdentifierForContractEmployees	Keyword added to the Process Profile name that is used to identify the contractual employees. These employees can only decline shifts which are different from their contract schedule. Example: Contract
     WeekStartDay	The reference day from which the week begins for the employee.
     ScheduleDeclinedTag	(Optional) The schedule tag assigned to an open shift that is created as the result of a declined shift. Set to Null when not used. Shift Decline
     RightToRestSwitch	Boolean parameter that enables Right to Rest functionality.

   • Edit the decision table: SchedulePostAcknowledgement_v2_RightToRest_Parameters

     The Schedule Post Acknowledgment Right to Rest Parameters decision table allows an organization to configure the threshold.

     Schedule Post Acknowledgment Right to Rest Parameters decision table structure

     Schedule Post Acknowledgment Right to Rest Parameters decision table structure

     Variables	Description
     RightToRestThreshold	Threshold limit that defines the difference between two shifts in order to qualify for right to rest. Supported format = HH:mm

   • Edit the decision table: SchedulePostAcknowledgement_v2_1_Locale

     The Schedule Post Acknowledgment Locale decision table allows customization of text in the Workflow form, and error messages for different locales.

     Schedule Post Acknowledgment Locale decision table structure

     Schedule Post Attestation Locale decision table structure

     Variable name	Variable type	Description
     Key	String	Internal field label; do not change.
     Locale Policy	String	Name of the locale policy for which the message applies. When the message applies to all locales, retain the empty value.
     Message	String	Label displayed in the Workflow form, or error message.
     Description	String	(Optional) Additional information or customized message description.

     Note:

     • Localization of business process workflows remains optional, but is supported.​
     • You can translate some or all messages by adding lines to the table in their preferred translation for specific locales. Decision tables are scanned from top to bottom; therefore, place messages for the most commonly used Locale Policy at the top of the decision table and less-restrictive locale policies at the bottom.
     • Text within tags ("<>") must not be changed.
     • The decision table holds all messages represented with standard English labels; these apply to all locales when the Locale Policy is set to !=empty.
     • Names of the parameters in the decision table column ​Parameter Name must be used as is. If any parameter value needs to be localized for a different Locale Policy, copy the ​Parameter Name​ with the !=empty ​Locale Policy, add a new row to the decision table with the appropriate Locale Policy, and then add the localized value in the Message column.​
     • Decision tables support operators like "Contains," "Starts with," "Ends with," and "Is Not Empty." You can achieve your preferred results by following these examples:
       • To match any non-empty or any string (like *), use the "Is Not Empty" operator.
       • To match a string starting with "ABC" (like "ABC*"), use the "Starts with" operator and set the value to "ABC".
       • To match a string containing "English" as substring, use the "Contains" operator with the value "English".
     • The last row in the decision table must remain empty ("!=empty".)

     Key parameter names

     Key parameter names

     Validation Type	Description
     Label_messageInitialForm1	Value for the header displayed on the first form.
     Label_messagePeriodForm1	Value for the Period label displayed next to the date range on the first form.
     Label_messageRadioForm1	Radio button message label display on form 1 when no timer is needed.
     Label_messageYes	"Yes" label displayed for the employee.
     Label_messageNo	"No" label value displayed for the employee.
     Label_messageForm1SubmitButton	Button name that displays on the employee first form.
     Label_messageComment	Localized value used as a Comments label on the forms.
     Label_messageWeek	Localized value for "Week".
     Message_postingManagerCommentNoteLabel	Prefix used to address the posting manager's comment in paycode comment notes.
     Message_employeeCommentNoteLabel	Prefix used to address the employee's comments in paycode comment notes.
     Label_messageCancelButton	Button name that terminates tasks and process instances.
     Label_messageBack	Localized value for "Back"; used on multiple forms.
     Label_messageEmployeeCommentPostingManager	Prefix used to address the employee's comment on the posting manager form.
     Label_messageAllShiftsLockedOrContract	Localized value that indicates that the posted schedule has a locked or contract shift.
     Label_messageHeaderForm3	Value for the header displayed on the third form.
     Label_message1HeaderForm2	Value for the Locked or Contract shift header message on the second form.
     Label_message2HeaderForm2	Value for the Locked shift header message on the second form.
     Error_messageForm3NoShiftSelected	Error message displayed on the employee's third form when the employee tries to submit the form without selecting any shifts.
     Error_messageForm2NoShiftSelected	Error message displayed on employee's second form when the employee tries to submit the form without selecting any shifts.
     Label_messageForm2SubmitButton	Submit button name that displays on the employee's second form.
     Label_messageForm3SubmitButton	Submit button name that displays on the employee's third form.
     Label_messageSubmitButtonPostingManager	Submit button name that displays on the posting manager's form.
     Label_messageHeaderForm2	Value for the fixed header message that displays on the second form.
     Label_messageRadioForm1WithTimer	Radio button message label that displays on the first form when a timer is necessary.
     Message_NotesSchedulePostDuration	Schedule post duration prefix used in the notes.
     Message_NotesShiftDetails	Shift timings prefix used in the notes.
     Label_ScheduleAcknowledgement	Success message displayed after the employee completes their task.
     Label_messagePostingManagerIntial	Posting manager form heading.
     Error_GenericErrorMessage	General error message displayed on the form.
     Error_NotFoundMessage	Error message displayed on the form if the pay code, comment, tag, or other parameters are incorrect.
     Label_DisplayErrorHeading	Error form heading. (Error Encountered).
     Label_RightToRestNote	Right to Rest message displayed on the form.

Process models must be redeployed every time changes are made to an existing model. Re-deployment is not required for decision table changes.

Follow these steps to deploy the process model. For detailed information, see the online help topic Deploy Business Process Models .

1. Go to Main Menu > Administration > Application Setup > Business Process setup > Process Models.

2. Select the SchedulePostAcknowledgement_v2.1 process model.

3. Click Tap Edit, and then configure the deployment dates and required parameters , such as:

   Template Categories: Notification Templates

   Status: Active

   Action List: Hide

   Tile List: Hide

   GoTo List: Show

4. Click Tap Save, and then select Return to deploy.

   Note: After deployment, assign the process to the Schedule Post workflow notification.