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16 changes: 9 additions & 7 deletions plugins/sap-success-factors-cancel-pto-request/README.md
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Expand Up @@ -13,7 +13,7 @@ systems:

# Description

The **Cancel PTO Request”** plugin enables employees and managers to instantly cancel approved or pending PTO requests in **SAP SF** through the **Moveworks AI Assistant**, eliminating HR portal friction and ensuring time-off records stay accurate in real time.
The **Cancel PTO Request”** plugin enables employees to instantly cancel their own approved or pending PTO requests in **SAP SF** through the **Moveworks AI Assistant**, eliminating HR portal friction and ensuring time-off records stay accurate in real time.

# User Experience Preview

Expand Down Expand Up @@ -140,12 +140,14 @@ curl -X GET "https://<tenantURL>/odata/v2/EmployeeTime?$filter=(userId eq '{{use

**Key nuances:**

- **Returns all leave types**
- The API returns both **limited** (PTO) and **non-limited** (e.g., leave of absence) time types.
- The plugin filters the response to include **only limited time types** eligible for PTO requests.
- **Effective-dated results**
- Available time types depend on the **“as of date”** passed to the API.
- Different dates may return different eligible PTO types due to policy changes or employee eligibility.
- **Returns both pending and approved requests**
- The API returns PTO requests with `PENDING` or `APPROVED` status only.
- Cancelled and rejected requests are excluded from the response.
- **Future-date filter for approved PTOs**
- Approved PTOs are only returned for future dates (where `startDate > today`). Past approved PTOs cannot be cancelled and are excluded.
- Pending PTOs are returned regardless of date.
- **Limited leave types only**
- The `externalCode` filter ensures only limited leave type PTOs are returned. The external codes must be derived from API #2 and injected dynamically into the query.

### **API #4: Cancel PTO Request**

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Expand Up @@ -159,7 +159,7 @@ This plugin supports the following capabilities:
- Notifying PTO decisions for approval, rejection and cancellation of PTO request.
- **Cancellation notifications** are sent when a PTO request is cancelled either by the employee themselves or by another authorized user (for example, a manager).
- Note : Manager’s ability to Cancel a PTO Request for an Employee is dependent on org’s HRIS configuration. It is not a by-default setup, and hence, customers should enable this workflow/ setting in their HRIS at the time of installation of this plugin.
- Supports ****notifications for **every leave types** supported by SAP SF.
- Supports notifications for **all leave types** supported by SAP SF.
- Supports single and multi level approvals. However, for multi level approvals, notification will be triggered on final approval status change of PTO.

# **What Is Out of Scope for This Plugin?**
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2 changes: 1 addition & 1 deletion plugins/ukg-approve-reject-time-off/README.md
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Expand Up @@ -27,7 +27,7 @@ Before installing and using the **Approve or Reject** **PTO** plugin, please ens

This plugin requires an active **UKG connector** with **user consent auth** to communicate with your UKG instance.

- If you have not already configured the connector, please follow the **[UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg)** available in the Moveworks Marketplace.
- If you have not already configured the connector, please follow the **[UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg-pro-wfm)** available in the Moveworks Marketplace.
- The connector must be fully set up before installing this plugin.
- Once the connector is successfully configured, follow our [**plugin installation documentation**](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Agent Studio**.

Expand Down
14 changes: 7 additions & 7 deletions plugins/ukg-cancel-pto-request/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -27,7 +27,7 @@ Before installing and using the **Cancel PTO Request** plugin, please ensure the

This plugin requires an active **UKG connector** and **user consent auth** to communicate with your UKG instance.

- If you have not already configured the connector, please follow the [UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg) available in the Moveworks Marketplace.
- If you have not already configured the connector, please follow the [UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg-pro-wfm) available in the Moveworks Marketplace.
- The connector must be fully set up before installing this plugin.
- Once the connector is successfully configured, follow our [**plugin installation documentation**](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Agent Studio**.

Expand All @@ -38,7 +38,7 @@ This plugin requires an active **UKG connector** and **user consent auth** to co

### **End User Permissions (Employee Persona)**

To submit a PTO request through this plugin, employees must already have permission to submit PTO requests in UKG WFM — the same permissions required to submit PTO request through the UKG WFM UI.
To cancel a PTO request through this plugin, employees must already have permission to cancel PTO requests in UKG WFM — the same permissions required to cancel a PTO request through the UKG WFM UI.

At a minimum, end users must have:

Expand Down Expand Up @@ -88,7 +88,7 @@ This REST API is used to **retrieve current user details** in UKG WFM. This is u
```bash
curl --request GET \
--url 'https://<YOUR_UKG_HOST>/api/v1/commons/persons/current_user_info?include_contact_information=true' \
--header 'Authorization: <ACCESS_TOKEN>' \
--header 'Authorization: Bearer {{access_token}}' \
--header 'Content-Type: application/json'
```

Expand All @@ -103,7 +103,7 @@ This API is used to **retrieve pending PTO requests** in UKG which will be used
```bash
curl --request POST \
--url https://<YOUR_UKG_HOST>/api/v1/scheduling/timeoff/multi_read \
--header 'Authorization: <ACCESS_TOKEN>' \
--header 'Authorization: Bearer {{access_token}}' \
--header 'Content-Type: application/json' \
--data '{
"where": {
Expand Down Expand Up @@ -132,7 +132,7 @@ This API is used to **retrieve approved PTO requests** in UKG WFM which will be
```bash
curl --request POST \
--url https://<YOUR_UKG_HOST>/api/v1/scheduling/timeoff/multi_read \
--header 'Authorization: <ACCESS_TOKEN>' \
--header 'Authorization: Bearer {{access_token}}' \
--header 'Content-Type: application/json' \
--data '{
"where": {
Expand Down Expand Up @@ -161,7 +161,7 @@ This API is used to update the status of PTO requests in UKG WFM. Specifically,
```bash
curl --request POST \
--url https://<YOUR_UKG_HOST>/api/v1/scheduling/timeoff/apply_update \
--header 'Authorization: <ACCESS_TOKEN>' \
--header 'Authorization: Bearer {{access_token}}' \
--header 'Content-Type: application/json' \
--data '{
"changeState": {
Expand Down Expand Up @@ -208,7 +208,7 @@ This plugin supports the following capabilities:

- Cancelling PTO requests for **limited leave types** (e.g., Vacation, Sick Leave, Casual Leave, Earned Leave, Comp Time).
- Cancelling approved or pending requests for an **employee’s own PTO only**.
- Cancelling PTO requests that respect **existing Workday policies, validations, and approval workflows**.
- Cancelling PTO requests that respect **existing UKG WFM policies, validations, and approval workflows**.

# **What Is Out of Scope for This Plugin?**

Expand Down
2 changes: 1 addition & 1 deletion plugins/ukg-notify-on-pto-decision/README.md
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Expand Up @@ -30,7 +30,7 @@ This plugin requires **two active UKG connectors**:
- **Client Credentials Auth (Non-Interactive)** — used for all system-level polling: fetching users, retrieving bulk notifications, and looking up user details.
- **User Consent Auth (Interactive)** — used for notification acknowledgement on behalf of the employee.

If you have not already configured the connectors, please follow the [**UKG Connector Guide**](https://marketplace.moveworks.com/connectors/ukg) available in the Moveworks Marketplace. Both connectors must be fully set up before installing this plugin.
If you have not already configured the connectors, please follow the [**UKG Connector Guide**](https://marketplace.moveworks.com/connectors/ukg-pro-wfm) available in the Moveworks Marketplace. Both connectors must be fully set up before installing this plugin.

Once configured, follow our [**plugin installation documentation**](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Agent Studio**.

Expand Down
2 changes: 1 addition & 1 deletion plugins/ukg-notify-on-pto-submission/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -30,7 +30,7 @@ This plugin requires **two active UKG connectors**:
- **Client Credentials Auth (Non-Interactive)** — used for all system-level polling: fetching users, retrieving bulk notifications, and looking up user details.
- **User Consent Auth (Interactive)** — used for notification acknowledgement and the approve/reject action performed by the manager.

If you have not already configured the connectors, please follow the [**UKG Connector Guide**](https://marketplace.moveworks.com/connectors/ukg) available in the Moveworks Marketplace. Both connectors must be fully set up before installing this plugin.
If you have not already configured the connectors, please follow the [**UKG Connector Guide**](https://marketplace.moveworks.com/connectors/ukg-pro-wfm) available in the Moveworks Marketplace. Both connectors must be fully set up before installing this plugin.

Once configured, follow our [**plugin installation documentation**](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Agent Studio**.

Expand Down
4 changes: 2 additions & 2 deletions plugins/ukg-view-pto-requests-and-calendar/README.md
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Expand Up @@ -21,13 +21,13 @@ Please refer to the following [**Purple Chat**](https://marketplace.moveworks.co

# Pre-requisites

Before installing and using the **PTO Search** plugin, please ensure the following requirements are met:
Before installing and using the **View PTO Requests & Calendar** plugin, please ensure the following requirements are met:

## **1. UKG Connector**

This plugin requires an active **UKG connector** and **user consent auth** to communicate with your UKG instance.

- If you have not already configured the connector, please follow the [UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg) available in the Moveworks Marketplace.
- If you have not already configured the connector, please follow the [UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg-pro-wfm) available in the Moveworks Marketplace.
- The connector must be fully set up before installing this plugin.
- Once the connector is successfully configured, follow our [**plugin installation documentation**](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Agent Studio**.

Expand Down
2 changes: 1 addition & 1 deletion plugins/ukg-view-time-off-balance/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -27,7 +27,7 @@ Before installing and using the **Check PTO Balance** plugin, please ensure the

This plugin requires an active **UKG connector** and **user consent auth** to communicate with your UKG instance.

- If you have not already configured the connector, please follow the [**UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg)** available in the Moveworks Marketplace.
- If you have not already configured the connector, please follow the [**UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg-pro-wfm)** available in the Moveworks Marketplace.
- The connector must be fully set up before installing this plugin.
- Once the connector is successfully configured, follow our [**plugin installation documentation**](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Agent Studio**.

Expand Down
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