Roles and actions parameters

Roles and actions parameters

The Roles and actions tab provide basic information about the roles, actions, and processing policy per activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. and role.

Field	Description
Submit role	Roles for submitting requests.
Action	Required action (add, move, or delete events).
Attendees scope	Defines the scope of attendees the submitter can add to the event. The values selected in this field depend on the defined action. The values include: Submitter - Create or edit submitter's events. Team Lead - Create or edit team lead's events. The user should have a team lead defined in their profile for them to add the team lead. Supervisor - Creates or edit supervisor's events. The user should have a supervisor defined in their profile for them to add the supervisor. For example, if you want the submitter to be able to select only themselves and their supervisor for a calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions., select Submitter and Supervisor in this field. Submitter's employee scope - Attendees who are within the submitter's View Employees Privilege. For this the View Employees privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access. should be enabled in Roles Setup for the required role and the user should be given access to the required organizations in User Access Rights . Submitter's organization scope - Attendees from their current organization. If the 'Submitter’s organization scope' is selected, the submitter can request calendar events and add any member from their organization. Rule organization scope - Attendees from organizations selected on the rule's organization page.
Participation	Determines the submitter's participation status for the selected actions. The Participation options include: Submitter must be an attendee. Submitter can be an attendee. Submitter cannot be an attendee. The dropdown values in the Participation field varies depending on the Attendee Scope selection.
Process role	For each action, you can select multiple roles for submitting and processing requests. For example, you can define that both the Manager and Supervisor roles can process employee requests for the Add action. To add more role definitions, select the plus (+) icon. To remove a role definition, select the X icon.

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