Configure Visibility Period Actions

Visibility period The time period during which specified open shifts are visible to specified employees. actions are notifications and business processes An organized flow of activities or tasks that achieves a business goal. An automated business process minimizes the amount of paperwork and manual tasks to complete that process by way of automatic actions, online forms, and automatically generated messages. that you want the system to initiate at the start and end of employee visibility periods Defines both the period when employees can submit requests (submission period) and the period when those request can be applied (request period).. For example, you might want the system to send notifications to employees one hour before a visibility periods starts and one day before it ends.

The process of configuring a visibility period action involves associating the visibility period action with a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Example: Approve a time-off request., a business process, or both. (You can create a visibility period action without specifying either of these values, but it will not result in the desired behavior.)

See Workflow notifications and Business Processes Setup for more information.

  1. Navigate to Administration > Application Setup > Employee Self Service > Visibility Period Actions.
  2. In Name, enter a name for the visibility period. Use a meaningful name that will be easy to recognize when you later associate this visibility period action with an employee visibility period.
  3. [Optional] In Description, enter a description of the visibility period action.
  4. Click Tap Create .
  5. In the Create Action window:
    1. In Perform action when, select whether you want the action to be initiated when the employee visibility period opens or closes. You can choose individual employee or overall visibility period settings; for overall visibility period settings, the system uses the earliest (or the latest) date/time of all the employees in a given group.
    2. In Start Action, specify whether you want the action to occur after or before the event specified in Perform action when.
    3. In Time Offset, specify the time, in hours and minutes, relative to the event at which you want to start the action. The default format is hh:mm but might be different for your environment. For example, if you want the action to occur 30 minutes before or after the event, you would type :30 or 00:30.
    4. In Workflow Notification, select the notification you want the system to send for the selected event. See Workflow notifications for more information.
    5. In Business Process, select the business process you want the system to initiate for the selected event. See Business Processes Setup for more information.
    6. Click Tap Save.
  6. On the Visibility Period Actions page, click tap Save.

After you create one or more visibility period actions, associate them with the desired employee visibility periods. See Manage Employee Visibility Periods for more information.