Shift trade workflows and forms

Each valid request to give away or trade a shift follows a workflow to determine the outcome. Workflows include the process steps that a transaction must complete. A process step may perform validations, seek approvals from users, or other functions.

Default workflows are included to provide out-of-the-box functionality. You can customize shift trade workflows to change the behavior for trade requests, such as by adding additional approval or validation steps. Workflows are customized using Form Studio.

The system includes these default workflows:

Shift Trade: This workflow is used for predetermined shift trades, including shift swaps and giveaways.
Post A Shift: This workflow controls the process when an employee posts a shift trade.
Cancel Traded Shift: This workflow controls the process when an employee cancels a posted shift trade.
Bid On A Shift: This workflow controls the process when an employee bids on a posted shift.

See these topics for more details:

For details on the default behavior of shift trade workflows, see Schedule compliance.
For details on Form Studio, see "Using Form Studio" in the Infor Workforce Management Application Configuration Guide.

Workflow task

The Workflow task moves pending transactions through the workflow process. To use the Shift Trade module, the Workflow task must be added to the job scheduler and scheduled to run on a recurring basis. By default, shift trade workflows start immediately when an action is performed by a user. Shift trade workflows can be configured to perform asynchronously by clearing the Immediate check box in Form Studio.

Shift trade forms

Shift trade forms control the information in the Workmail messages that are sent to users during shift trade transactions. These messages inform users about the status or outcome of a request. They are also used to obtain approval decisions from users.

Default forms are included to provide out-of-the-box functionality for shift trades. This table lists the default forms:


Form name	Function	Used in	Editable
Shift Trade-Give Away	Predetermined shift giveaways	Self Service Portal	Yes
Shift Trade-Swap	Predetermined shift swaps	Self Service Portal	Yes
Shift Trade	Predetermined shift swaps and giveaways	ETM, Mobility, Admin Portal	No
Post A Shift	Posted shift trades	ETM	No
Bid On A Shift	Bidding on shift trades	ETM	No
Cancel Traded Shift	Canceling posted shift trades	ETM	No

You can modify the behavior of forms listed as editable in Form Studio.

Note: Shift trade forms are not displayed in the My Forms page in the Self Service Portal. Only custom forms created using Form Studio are displayed in My Forms.