Task types

Task Type	Description	Reference
Add Teams to Details	Specifies work details without team assignments with home team assignments.
Aggregate Task	Runs a group of Job Scheduler tasks sequentially at the scheduled time of the Aggregate Task. For example, you might want to set up an Aggregate Task that sequentially runs the payroll export task for each pay group at the end of the pay period.	Aggregate Task
Alert Task	Sends alert or notification messages to system users.	Messaging
Anytime Hours Processor Task	The Anytime Hours Processor task processes Anytime Hours in the Lawson ShiftMaker to WFM Schedule-Detail-Interface (SDI). This task cannot be run independently of the SDI task.
Archive Policy Runner	Used to schedule an archive task in the Job Scheduler for single-tenant and on-premises deployments.	Infor Workforce Management Application Configuration Guide
Archiving Policy Full Runner Task	Runs all archiving policy definitions that are marked as Enabled by default for new installations and multi-tenant deployments.	Infor Workforce Management Application Configuration Guide
Archiving Task	Runs all archiving policy definitions by default for new installations, except for the WORKBRAIN SYS STATE PURGE archiving policy. This task archives up to 3650 days ago (10 years) or a value you specify. Runs defined policies, such as Payroll Data, at specified times for the archiving and purging of data from the core data source. Note: The WORKBRAIN SYS STATE PURGE archiving policy is also set up by default and is run by the Workbrain Sys State Purge task which is detailed below.	Infor Workforce Management Application Configuration Guide.
Asynchronous Processing Task	Processes tasks asynchronously that take an extended period to complete. These tasks can be processed as asynchronous tasks so that the delay does not affect regular use of the system. After the task completes, Workmail notifies the appropriate users.	Payroll close
Attendance Control Process Task	Determines the frequency with which the application processes Attendance Management events and violation records. For example, you can set auto-processing to occur on Sundays at 12:00PM. Data is processed day by day from the last processing date to the current date.	Attendance Management Guide
Balance Export Task	Exports Balances separate from the Payroll Export Task.	Infor Workforce Management Interfaces Administration Guide.
Batch Forecasting	For the forecast period defined, creates store-level forecasts of traffic patterns, based on volume indicators, such as revenue.	LFSO Implementation and Administration Guide
BatchForecastTraining	Trains the selected location, and its sub-locations and drivers, for machine learning forecasting by creating custom forecasting models based on historical data.	LFSO Implementation and Administration Guide
BatchGenerateSchedulesWithAutoAssignment	Creates a schedule at the store-level for a period, which is typically a week, using the Auto-Assignment model. If locations are using forecasts to determine staffing requirements, the Batch Forecasting task must be run before this task.	Auto-Assignment Implementation Guide
Batch Scheduling	Creates a schedule at the store-level for a period, which is typically a week. You must run the Batch Forecasting task before the Batch Scheduling task.	LFSO Implementation and Administration Guide
BillboardCleanUpTask	Removes shifts from the Shift Billboard when the shift start time is too close to the current time. Task parameters control how many minutes before the start time to remove shifts from the billboard.	Shift Billboard Implementation Guide
Data Replication Task	Checks which records have changed and replicates the changes to Data Lake using IMS. Note: This task should only be set up by customers that intend to use the Data Lake feature of ION. To replicate data to Data Lake, this task requires a WFM deployment in Infor Cloud that integrates ION though IMS.	Infor Workforce Management Configuration Guide for Infor OS
Data Replication Task For Custom Tables	Replicates custom tables in single-tenant cloud deployments.	Infor Workforce Management Configuration Guide for Infor OS
Employee Table Synch Task	Synchronizes the EMPLOYEE table for the current date based on overrides that span the current date. This task must be scheduled to run every midnight.	Employee overrides
EMVSPublishRotationTask	Processes Master Rotation (MR) and One-time Schedule (OTS) rotations.	MVS Implementation and Administration Guide
EMVSUnlockShiftTask	Clears locks from MVS shifts where the lock has timed out or is no longer relevant. Users can then perform edits to the unlocked shifts as required.	MVS Implementation and Administration Guide
ERPWorkDetailExportTask	Exports timesheet data at regular intervals and enables the ERP system to ingest that data for quantity calculations and employee labor costing/accounting.	Integration Guide for Infor Factory Track and ERP Solutions
Export Task	Exports the data from the database into the staging table and then transmits the data to the external system.	Infor Workforce Management Interfaces Administration Guide.
Export Task (CSV Query)	Exports data from the database into the staging table and then transmits the data into a csv file format.	Infor Workforce Management Interfaces Administration Guide.
Export Task (Fixed Width Query)	Exports data from the database into the staging table and then transmits the data into fixed width file format.	Infor Workforce Management Interfaces Administration Guide.
File Transfer Task	Used with an import/export task and translation task using the aggregate task.	Infor Workforce Management Interfaces Administration Guide.
Full Recalculate Task	This task supplements the Recalculate Task. Run for absolute dates or relative dates as in Start of Day Task.	Full Recalculate Task
Historical Volume Replication Task	In crisis situations with store closures and significantly lower sales volume for many months, the Historical Volume Replication Task can be used to replicate the historical sales volume (SO_RESULTS_DETAIL table) of drivers from one period to another to aid in forecast creation. This task includes a multiplier to adjust the original data and you can also select sub-locations of the location selected. Registry parameters are also available to control the multi-threading and database batching operations for this task.	LFSO Implementation and Administration Guide
Holiday Assignment Task	Runs the holiday assignment process for the calculation groups specified.	Holidays
Import Task	Imports data from an external system into the WBINT_IMPORT table. Performed before the Interface Task.	Infor Workforce Management Interfaces Administration Guide.
Import Task Fixed Width	Imports data from a fixed width file into the WBINT_IMPORT table. Performed before the Interface Task.	Infor Workforce Management Interfaces Administration Guide.
Import Task Multi Row
IMS Bod Processing Task	Processes all inbound BODs that WFM is configured to receive. For example, user information from Infor Ming.le or maintenance order information from Infor EAM.	Infor Workforce Management Configuration Guide for Infor OS
IMS Bod Publishing Task	Publishes all outbound BODs that WFM is configured to send. For example, security group information to Infor Ming.le.	Infor Workforce Management Configuration Guide for Infor OS
IMS File Transfer Task	Publishes files located in job scheduler directories through IMS. Exports files with a default size of 5 MiB using flat file type document names.
IMS Publishing Retry Task	Retries publishing BODs that failed to publish.	Infor Workforce Management Configuration Guide for Infor OS
Interface Task	Schedules a task to process entries in the import staging table and inserts them into the database. Transforms the imported data in WBINT_IMPORT (see Import Task, above) into application objects. The Interface Task should be scheduled to run after an import task has been run.	Interfaces
Job Qualification Update Task	Updates employee job qualifications in the Multiview Scheduler.	Multiview Scheduler User Guide and Training Qualifications Guide
Labor Budgeting - Actuals Copy	Copies sales and payroll actuals so that they can be displayed in a layout on the Worksheet.	Budget Creation and Management Guide
Labor Budgeting - Actuals Summary Aggregation	Aggregates the LFSO volume type data into daily values.	Budget Creation and Management Guide
Labor Budgeting - Copy	Create a copy of a plan and the related layout.	Budget Creation and Management Guide
Labor Budgeting - Forecast Generation	Generates a new forecast and updates existing forecasts. The forecast can be generated periodically, as defined in the task parameters, or manually using the Labor Budgeting module.	Budget Creation and Management Guide
Labor Budgeting - Non Prod Hour Summary Aggregation	Budget Creation only. Aggregates historical non-productive hours from the WORK_DETAIL and WORK_SUMMARY tables in Time and Attendance so they can be used to estimate future non-productive hours in bottom-up projections.	Budget Creation and Management Guide
LogOpenConnectionsStatementsAndResultsTask	This task logs all cases of open connections to a log file that is configured with appropriate appenders in your logback.xml configuration. You should also start the Job Scheduler with the `-Dworkbrain.jdbc.debug=true` JVM parameter. This task runs by default every 15 minutes for multi-tenant deployments but needs to be scheduled for single-tenant and on-premises deployments.	Infor Workforce Management Installation and Configuration Guide.
Mail Forwarder Task	Sends (forwards) email messages from the WFM system to an external mail server.	Installation and Configuration Guide
Make Availability Reportable Task	Makes availability data reportable in Cognos.	Workforce Management Standard Reports Guide
Migrate Task	This task is created and automatically run during the migration process to complete the inbound migration. After the task is complete, a Workmail message is sent stating that the migration has completed successfully.	Infor Workforce Management Application Configuration Guide.
Migration Export Task	The task that is automatically triggered as part of the export when using the data migration tool. The user that triggered the migration also receives a Workmail that the migration export is finished along with some details of the migration.	Infor Workforce Management Application Configuration Guide.
Migration Import Task	This task imports the Inbound Migration file when migrating data with the data migration tool. You can also verify that the task completed successfully in the Job Scheduler task log.	Infor Workforce Management Application Configuration Guide.
MobileShiftOfferCleanTask	This task removes bad shift data caused by errors within a third party Mobile Shift Offer tool.	LFSO Implementation and Administration Guide
OTE Group Reset Task		Infor Workforce Management Registry Parameter Reference Guide
Override Value Convert Task	This task converts existing overrides between the legacy override format and the upgraded override format. In the legacy format, denormalized override values are stored in the OVERRIDE table. In the upgrade format, normalized override values are stored in a separate OVERRIDE_VALUE, with foreign key links to the OVERRIDE table. You can convert overrides from denormalized values to normalized values, or from normalized to denormalized. Note: You must enable this task in the registry before you can schedule it in the Job Scheduler. Under system/tasks, add a parameter with these values: Node Name: Specify Override Value Convert Task. Type: Select Variable. Object Type: Select java.lang.String. Object Value: Specify com.workbrain.app.ta.ruleengine.OverrideValueConvertTask.	See Override migration.
PayrollBasedJournalTask	This task is used in single-tenant and on-premises deployments to generate a Workmail message with an Excel formatted report for verification and an XML formatted report which can be uploaded to the PBJ system. Using the report generated by this task you can export the employee staffing information and hours required by CMS directly from the system. The report displays employee Hire and Termination dates, and any hours worked for the facility selected.	Infor Workforce Management Standard Reports Guide.
Payroll Export Enhanced Task	Used to identify which pay groups to export. Used in conjunction with the Payroll Close Wizard.	Payroll close
Payroll Export Task	Defines the payroll export definition.	Infor Workforce Management Interfaces Administration Guide.
Payroll Readiness Notification Task	The Payroll Readiness notification occurs after the Lock Down date and alerts users, such as supervisors who have privileges to access the timesheets after the Lock Down date, that the Payroll Close process should be started soon. The intent is to notify the payroll administrators that they should begin closing out the pay period.	Payroll close
Payroll Unauthorized Records Notification	The Unauthorized Records notification occurs after the Lock Down date and alerts users, such as supervisors who have privileges to access the timesheets after the Lock Down date, whether unauthorized records still exist for the employees under their supervision.	Payroll close
ProductionPlanShiftGeneration	The ProductionPlanShiftGeneration task is used in the Production Workload feature in MVS to generate schedules for production plans.	MVS Implementation and Administration Guide
Publish Schedule Task	Publishes batch schedules for a location with a minimum day offset.	LFSO Implementation and Administration Guide
RTSS Compliance Violations Report Task	An RTSS compliance violations report is an information tool that identifies which employees self-scheduled shifts in spite of warnings that they received from RTSS.	RTSS User Guide
RTSS Notification Task	Sends alerts to employees to notify them about the opening and closing of RTSS processes and windows.	RTSS User Guide
RTSS Schedule Creation Task	Creates unassigned shifts for RTSS processes to send to the Self-Scheduler and sets the status of the process from PENDING to OPEN.	MVS Implementation and Administration Guide
RTSS Update Status Task	Closes RTSS processes if the window end date has passed and the process is in PENDING, OPEN, or PAUSED status.	RTSS User Guide
Readers - Archive Files	Archives old .xml and .don files.	Infor Workforce Management Interfaces Administration Guide.
Readers - Export Directives	Exports all database changes to reader servers (monitors change history).	Infor Workforce Management Interfaces Administration Guide.
Readers - Export Schedules Directives	Exports employee schedules to reader servers.	Infor Workforce Management Interfaces Administration Guide.
Readers - Ftp Transport	Transports .smf and .xml files to and from an FTP server.	Infor Workforce Management Interfaces Administration Guide.
Readers - Import Transactions	Imports .xml transaction files into the pending table.	Infor Workforce Management Interfaces Administration Guide.
Readers - Process Clocks	Processes the clocks from the pending table into the timesheet.	Infor Workforce Management Interfaces Administration Guide.
Recalculate Task	Used to augment the AutoRecalc engine, which is not sufficient for all processes in the system. You can run the task for specified calculation groups and define different parameters to meet the needs of different calculation groups. This task is supplemented by the Full Recalculate Task.	Recalculate Task
RejectComplianceViolatedPostingTask	Reevaluates schedule compliance on shifts that have been posted to the Shift Billboard. Removes shifts from the billboard if removing them from the posting employee's schedule would cause schedule compliance errors.	Shift Billboard Implementation Guide
Review Clocks Warning Task	This task generates the warnings that are shown in the Review Clocks page in the Self Service Portal. The warnings indicate which days have missing clocks, or clocks that were recorded out of sequence.	Self Service Portal Administration Guide
Schedule Cleanup Task	Adjusts employee schedules in response to an event.	MVS Implementation and Administration Guide
Scheduled Employee Interface Task	Creates communication between WFM and the Care Assignment product. This task sends information about the scheduled employees from WFM to the Care Assignment product. This product then assigns patients to available employee care givers.	MVS Implementation and Administration Guide
Scheduled Hours Interface Task	Creates communication between WFM and the Care Workload product. This task sends Required Workload Hours and Census information from the Care Workload product to WFM, and Actual Scheduled Hours from WFM to the Care Workload product.	MVS Implementation and Administration Guide
Schedule Metrics Calculation Task	Calculates a schedule's current metrics - coverage and efficiency. The task calculates and stores the current metrics of all the schedules which belong to the selected location or any child location and falls within the selected date range.	Infor Workforce Management Standard Reports Guide
SecureFileTransferTask	The Secure File Transfer Task permits Infor System Administrators to transfer files to a specified domain/server using a pre-configured SFTP server. You can also use private key authentication if your SFTP server is configured to support this. You can schedule the Secure File Transfer Task to transfer transaction files from the external system to the WFM application (import) or send files from the application to the external system (export).	Infor Workforce Management Interfaces Administration Guide..
Skill Expiry Notification Task	Sends a notification to employees when a course associated with their skills expires.	Training Qualifications User Guide
Start Of Day Task	Creates default employee records. You can create records for calculation or pay groups, and you can select the dates for which to create the records. The Start of Day task, defined at the system level, creates work summaries and employee schedule records for every active employee.	Adding Start of Day Tasks to a schedule
Task Management Task Distributor	Distributes tasks in Task Management to the locations where they are assigned.	Infor Workforce Management Task Management Guide
Team Schedule Cleanup Task	Adjusts MVS schedules for specified teams during a specified future date range.	MVS Implementation and Administration Guide
Test Task	Performs test job runs without affecting the application.
Timesheet Lockdown Task	Locks down timesheets for non-supervisor users as per the pay group configuration. Used as part of the payroll close process.	Payroll close
Timesheet Lockdown Approaching Notification Task	Sends an alert to non-supervisor system users that their timesheet is locked down in preparation for export to payroll. Used as part of the payroll close process.	Payroll close
Time Approval Records Task	The Time Approval Records Task controls the creation of time approval records and the status of the associated timesheets. For there to be records to approve, you must schedule and configure the Time Approval Records Task.	Infor Workforce Management Time Approval Administration Guide.
Workbrain Sys State Purge	Purges records from the WORKBRAIN_SYS_STATE table according to the WORKBRAIN SYS STATE PURGE archiving policy for single-tenant and on-premises deployments. This task is disabled by default and should be enabled as a best practice.	Infor Workforce Management Application Configuration Guide.
Workbrain User Name Change Task	Used by deployments that use Infor Ming.le as the system of record for user information to accommodate the changes of Distinguished Name field in Infor Ming.le IFS. Note: We strongly recommend that customers do not modify the Distinguished Name field in Infor Ming.le IFS. If the Distinguished Name field is modified, this task must be run to avoid data discrepancies. For more information, see the Infor Workforce Management Configuration Guide for Infor OS.	Infor Workforce Management Configuration Guide for Infor OS
Workflow Monitor Task	Monitors Workflow Engine tasks. If a task runs beyond the period specified in this task's parameters, the system deletes the workflow task's locks.
Workflow Task	Runs Workflow Engine tasks.	Infor Workforce Management Application Configuration Guide
Workflow Timer Task

Add Teams to Details

Specifies work details without team assignments with home team assignments.

Aggregate Task

Runs a group of Job Scheduler tasks sequentially at the scheduled time of the Aggregate Task. For example, you might want to set up an Aggregate Task that sequentially runs the payroll export task for each pay group at the end of the pay period.

Aggregate Task

Alert Task

Sends alert or notification messages to system users.

Messaging

Anytime Hours Processor Task

The Anytime Hours Processor task processes Anytime Hours in the Lawson ShiftMaker to WFM Schedule-Detail-Interface (SDI). This task cannot be run independently of the SDI task.

Archive Policy Runner

Used to schedule an archive task in the Job Scheduler for single-tenant and on-premises deployments.

Infor Workforce Management Application Configuration Guide

Archiving Policy Full Runner Task

Runs all archiving policy definitions that are marked as by default for new installations and multi-tenant deployments.

Infor Workforce Management Application Configuration Guide

Archiving Task

Runs all archiving policy definitions by default for new installations, except for the WORKBRAIN SYS STATE PURGE archiving policy. This task archives up to 3650 days ago (10 years) or a value you specify. Runs defined policies, such as Payroll Data, at specified times for the archiving and purging of data from the core data source.

Note: The WORKBRAIN SYS STATE PURGE archiving policy is also set up by default and is run by the Workbrain Sys State Purge task which is detailed below.

Infor Workforce Management Application Configuration Guide.

Asynchronous Processing Task

Processes tasks asynchronously that take an extended period to complete. These tasks can be processed as asynchronous tasks so that the delay does not affect regular use of the system. After the task completes, Workmail notifies the appropriate users.

Payroll close

Attendance Control Process Task

Determines the frequency with which the application processes Attendance Management events and violation records. For example, you can set auto-processing to occur on Sundays at 12:00PM. Data is processed day by day from the last processing date to the current date.

Attendance Management Guide

Balance Export Task

Exports Balances separate from the Payroll Export Task.

Infor Workforce Management Interfaces Administration Guide.

Batch Forecasting

For the forecast period defined, creates store-level forecasts of traffic patterns, based on volume indicators, such as revenue.

LFSO Implementation and Administration Guide

BatchForecastTraining

Trains the selected location, and its sub-locations and drivers, for machine learning forecasting by creating custom forecasting models based on historical data.

LFSO Implementation and Administration Guide

BatchGenerateSchedulesWithAutoAssignment

Creates a schedule at the store-level for a period, which is typically a week, using the Auto-Assignment model. If locations are using forecasts to determine staffing requirements, the Batch Forecasting task must be run before this task.

Auto-Assignment Implementation Guide

Batch Scheduling

Creates a schedule at the store-level for a period, which is typically a week. You must run the Batch Forecasting task before the Batch Scheduling task.

LFSO Implementation and Administration Guide

BillboardCleanUpTask

Removes shifts from the Shift Billboard when the shift start time is too close to the current time. Task parameters control how many minutes before the start time to remove shifts from the billboard.

Shift Billboard Implementation Guide

Data Replication Task

Checks which records have changed and replicates the changes to Data Lake using IMS.

Note: This task should only be set up by customers that intend to use the Data Lake feature of ION. To replicate data to Data Lake, this task requires a WFM deployment in Infor Cloud that integrates ION though IMS.

Infor Workforce Management Configuration Guide for Infor OS

Data Replication Task For Custom Tables

Replicates custom tables in single-tenant cloud deployments.

Infor Workforce Management Configuration Guide for Infor OS

Employee Table Synch Task

Synchronizes the EMPLOYEE table for the current date based on overrides that span the current date. This task must be scheduled to run every midnight.

Employee overrides

EMVSPublishRotationTask

Processes Master Rotation (MR) and One-time Schedule (OTS) rotations.

MVS Implementation and Administration Guide

EMVSUnlockShiftTask

Clears locks from MVS shifts where the lock has timed out or is no longer relevant. Users can then perform edits to the unlocked shifts as required.

MVS Implementation and Administration Guide

ERPWorkDetailExportTask

Exports timesheet data at regular intervals and enables the ERP system to ingest that data for quantity calculations and employee labor costing/accounting.

Integration Guide for Infor Factory Track and ERP Solutions

Export Task

Exports the data from the database into the staging table and then transmits the data to the external system.

Infor Workforce Management Interfaces Administration Guide.

Export Task (CSV Query)

Exports data from the database into the staging table and then transmits the data into a csv file format.

Infor Workforce Management Interfaces Administration Guide.

Export Task (Fixed Width Query)

Exports data from the database into the staging table and then transmits the data into fixed width file format.

Infor Workforce Management Interfaces Administration Guide.

File Transfer Task

Used with an import/export task and translation task using the aggregate task.

Infor Workforce Management Interfaces Administration Guide.

Full Recalculate Task

This task supplements the Recalculate Task. Run for absolute dates or relative dates as in Start of Day Task.

Full Recalculate Task

Historical Volume Replication Task

In crisis situations with store closures and significantly lower sales volume for many months, the Historical Volume Replication Task can be used to replicate the historical sales volume (SO_RESULTS_DETAIL table) of drivers from one period to another to aid in forecast creation. This task includes a multiplier to adjust the original data and you can also select sub-locations of the location selected. Registry parameters are also available to control the multi-threading and database batching operations for this task.

LFSO Implementation and Administration Guide

Holiday Assignment Task

Runs the holiday assignment process for the calculation groups specified.

Holidays

Import Task

Imports data from an external system into the WBINT_IMPORT table. Performed before the Interface Task.

Infor Workforce Management Interfaces Administration Guide.

Import Task Fixed Width

Imports data from a fixed width file into the WBINT_IMPORT table. Performed before the Interface Task.

Infor Workforce Management Interfaces Administration Guide.

Import Task Multi Row

IMS Bod Processing Task

Processes all inbound BODs that WFM is configured to receive. For example, user information from Infor Ming.le or maintenance order information from Infor EAM.

Infor Workforce Management Configuration Guide for Infor OS

IMS Bod Publishing Task

Publishes all outbound BODs that WFM is configured to send. For example, security group information to Infor Ming.le.

Infor Workforce Management Configuration Guide for Infor OS

IMS File Transfer Task

Publishes files located in job scheduler directories through IMS. Exports files with a default size of 5 MiB using flat file type document names.

IMS Publishing Retry Task

Retries publishing BODs that failed to publish.

Infor Workforce Management Configuration Guide for Infor OS

Interface Task

Schedules a task to process entries in the import staging table and inserts them into the database. Transforms the imported data in WBINT_IMPORT (see Import Task, above) into application objects. The Interface Task should be scheduled to run after an import task has been run.

Interfaces

Job Qualification Update Task

Updates employee job qualifications in the Multiview Scheduler.

Multiview Scheduler User Guide and Training Qualifications Guide

Labor Budgeting - Actuals Copy

Copies sales and payroll actuals so that they can be displayed in a layout on the Worksheet.

Budget Creation and Management Guide

Labor Budgeting - Actuals Summary Aggregation

Aggregates the LFSO volume type data into daily values.

Budget Creation and Management Guide

Labor Budgeting - Copy

Create a copy of a plan and the related layout.

Budget Creation and Management Guide

Labor Budgeting - Forecast Generation

Generates a new forecast and updates existing forecasts. The forecast can be generated periodically, as defined in the task parameters, or manually using the Labor Budgeting module.

Budget Creation and Management Guide

Labor Budgeting - Non Prod Hour Summary Aggregation

Budget Creation only. Aggregates historical non-productive hours from the WORK_DETAIL and WORK_SUMMARY tables in Time and Attendance so they can be used to estimate future non-productive hours in bottom-up projections.

Budget Creation and Management Guide

LogOpenConnectionsStatementsAndResultsTask

This task logs all cases of open connections to a log file that is configured with appropriate appenders in your logback.xml configuration. You should also start the Job Scheduler with the -Dworkbrain.jdbc.debug=true JVM parameter.

This task runs by default every 15 minutes for multi-tenant deployments but needs to be scheduled for single-tenant and on-premises deployments.

Infor Workforce Management Installation and Configuration Guide.

Mail Forwarder Task

Sends (forwards) email messages from the WFM system to an external mail server.

Installation and Configuration Guide

Make Availability Reportable Task

Makes availability data reportable in Cognos.

Workforce Management Standard Reports Guide

Migrate Task

This task is created and automatically run during the migration process to complete the inbound migration. After the task is complete, a Workmail message is sent stating that the migration has completed successfully.

Infor Workforce Management Application Configuration Guide.

Migration Export Task

The task that is automatically triggered as part of the export when using the data migration tool. The user that triggered the migration also receives a Workmail that the migration export is finished along with some details of the migration.

Infor Workforce Management Application Configuration Guide.

Migration Import Task

This task imports the Inbound Migration file when migrating data with the data migration tool. You can also verify that the task completed successfully in the Job Scheduler task log.

Infor Workforce Management Application Configuration Guide.

MobileShiftOfferCleanTask

This task removes bad shift data caused by errors within a third party Mobile Shift Offer tool.

LFSO Implementation and Administration Guide

OTE Group Reset Task

Infor Workforce Management Registry Parameter Reference Guide

Override Value Convert Task

This task converts existing overrides between the legacy override format and the upgraded override format. In the legacy format, denormalized override values are stored in the OVERRIDE table. In the upgrade format, normalized override values are stored in a separate OVERRIDE_VALUE, with foreign key links to the OVERRIDE table.

You can convert overrides from denormalized values to normalized values, or from normalized to denormalized.

Note: You must enable this task in the registry before you can schedule it in the Job Scheduler. Under system/tasks, add a parameter with these values:

Node Name: Specify Override Value Convert Task.
Type: Select Variable.
Object Type: Select java.lang.String.
Object Value: Specify com.workbrain.app.ta.ruleengine.OverrideValueConvertTask.

See Override migration.

PayrollBasedJournalTask

This task is used in single-tenant and on-premises deployments to generate a Workmail message with an Excel formatted report for verification and an XML formatted report which can be uploaded to the PBJ system.

Using the report generated by this task you can export the employee staffing information and hours required by CMS directly from the system. The report displays employee Hire and Termination dates, and any hours worked for the facility selected.

Infor Workforce Management Standard Reports Guide.

Payroll Export Enhanced Task

Used to identify which pay groups to export. Used in conjunction with the Payroll Close Wizard.

Payroll close

Payroll Export Task

Defines the payroll export definition.

Infor Workforce Management Interfaces Administration Guide.

Payroll Readiness Notification Task

The Payroll Readiness notification occurs after the Lock Down date and alerts users, such as supervisors who have privileges to access the timesheets after the Lock Down date, that the Payroll Close process should be started soon. The intent is to notify the payroll administrators that they should begin closing out the pay period.

Payroll close

Payroll Unauthorized Records Notification

The Unauthorized Records notification occurs after the Lock Down date and alerts users, such as supervisors who have privileges to access the timesheets after the Lock Down date, whether unauthorized records still exist for the employees under their supervision.

Payroll close

ProductionPlanShiftGeneration

The ProductionPlanShiftGeneration task is used in the Production Workload feature in MVS to generate schedules for production plans.

MVS Implementation and Administration Guide

Publish Schedule Task

Publishes batch schedules for a location with a minimum day offset.

LFSO Implementation and Administration Guide

RTSS Compliance Violations Report Task

An RTSS compliance violations report is an information tool that identifies which employees self-scheduled shifts in spite of warnings that they received from RTSS.

RTSS User Guide

RTSS Notification Task

Sends alerts to employees to notify them about the opening and closing of RTSS processes and windows.

RTSS User Guide

RTSS Schedule Creation Task

Creates unassigned shifts for RTSS processes to send to the Self-Scheduler and sets the status of the process from PENDING to OPEN.

MVS Implementation and Administration Guide

RTSS Update Status Task

Closes RTSS processes if the window end date has passed and the process is in PENDING, OPEN, or PAUSED status.

RTSS User Guide

Readers - Archive Files

Archives old .xml and .don files.

Infor Workforce Management Interfaces Administration Guide.

Readers - Export Directives

Exports all database changes to reader servers (monitors change history).

Infor Workforce Management Interfaces Administration Guide.

Readers - Export Schedules Directives

Exports employee schedules to reader servers.

Infor Workforce Management Interfaces Administration Guide.

Readers - Ftp Transport

Transports .smf and .xml files to and from an FTP server.

Infor Workforce Management Interfaces Administration Guide.

Readers - Import Transactions

Imports .xml transaction files into the pending table.

Infor Workforce Management Interfaces Administration Guide.

Readers - Process Clocks

Processes the clocks from the pending table into the timesheet.

Infor Workforce Management Interfaces Administration Guide.

Recalculate Task

Used to augment the AutoRecalc engine, which is not sufficient for all processes in the system.

You can run the task for specified calculation groups and define different parameters to meet the needs of different calculation groups.

This task is supplemented by the Full Recalculate Task.

Recalculate Task

RejectComplianceViolatedPostingTask

Reevaluates schedule compliance on shifts that have been posted to the Shift Billboard. Removes shifts from the billboard if removing them from the posting employee's schedule would cause schedule compliance errors.

Shift Billboard Implementation Guide

Review Clocks Warning Task

This task generates the warnings that are shown in the Review Clocks page in the Self Service Portal. The warnings indicate which days have missing clocks, or clocks that were recorded out of sequence.

Self Service Portal Administration Guide

Schedule Cleanup Task

Adjusts employee schedules in response to an event.

MVS Implementation and Administration Guide

Scheduled Employee Interface Task

Creates communication between WFM and the Care Assignment product.

This task sends information about the scheduled employees from WFM to the Care Assignment product. This product then assigns patients to available employee care givers.

MVS Implementation and Administration Guide

Scheduled Hours Interface Task

Creates communication between WFM and the Care Workload product.

This task sends Required Workload Hours and Census information from the Care Workload product to WFM, and Actual Scheduled Hours from WFM to the Care Workload product.

MVS Implementation and Administration Guide

Schedule Metrics Calculation Task

Calculates a schedule's current metrics - coverage and efficiency.

The task calculates and stores the current metrics of all the schedules which belong to the selected location or any child location and falls within the selected date range.

Infor Workforce Management Standard Reports Guide

SecureFileTransferTask

The Secure File Transfer Task permits Infor System Administrators to transfer files to a specified domain/server using a pre-configured SFTP server. You can also use private key authentication if your SFTP server is configured to support this.

You can schedule the Secure File Transfer Task to transfer transaction files from the external system to the WFM application (import) or send files from the application to the external system (export).

Infor Workforce Management Interfaces Administration Guide..

Skill Expiry Notification Task

Sends a notification to employees when a course associated with their skills expires.

Training Qualifications User Guide

Start Of Day Task

Creates default employee records. You can create records for calculation or pay groups, and you can select the dates for which to create the records.

The Start of Day task, defined at the system level, creates work summaries and employee schedule records for every active employee.

Adding Start of Day Tasks to a schedule

Task Management Task Distributor

Distributes tasks in Task Management to the locations where they are assigned.

Infor Workforce Management Task Management Guide

Team Schedule Cleanup Task

Adjusts MVS schedules for specified teams during a specified future date range.

MVS Implementation and Administration Guide

Test Task

Performs test job runs without affecting the application.

Timesheet Lockdown Task

Locks down timesheets for non-supervisor users as per the pay group configuration. Used as part of the payroll close process.

Payroll close

Timesheet Lockdown Approaching Notification Task

Sends an alert to non-supervisor system users that their timesheet is locked down in preparation for export to payroll. Used as part of the payroll close process.

Payroll close

Time Approval Records Task

The Time Approval Records Task controls the creation of time approval records and the status of the associated timesheets. For there to be records to approve, you must schedule and configure the Time Approval Records Task.

Infor Workforce Management Time Approval Administration Guide.

Workbrain Sys State Purge

Purges records from the WORKBRAIN_SYS_STATE table according to the WORKBRAIN SYS STATE PURGE archiving policy for single-tenant and on-premises deployments. This task is disabled by default and should be enabled as a best practice.

Infor Workforce Management Application Configuration Guide.

Workbrain User Name Change Task

Used by deployments that use Infor Ming.le as the system of record for user information to accommodate the changes of Distinguished Name field in Infor Ming.le IFS.

Note: We strongly recommend that customers do not modify the Distinguished Name field in Infor Ming.le IFS. If the Distinguished Name field is modified, this task must be run to avoid data discrepancies. For more information, see the Infor Workforce Management Configuration Guide for Infor OS.

Infor Workforce Management Configuration Guide for Infor OS

Workflow Monitor Task

Monitors Workflow Engine tasks. If a task runs beyond the period specified in this task's parameters, the system deletes the workflow task's locks.

Workflow Task

Runs Workflow Engine tasks.

Infor Workforce Management Application Configuration Guide

Workflow Timer Task