Infor Workforce Management Auto-Assignment Implementation Guide

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About this guide
Intended audience
Related documents
Infor Government Solutions (IGS)
Auto-Assignment overview
How Auto-Assignment works
Deployment prerequisites for Auto-Assignment
FICO Xpress setup
Auto Assignment Scheduler Task
Creating the Auto Assignment Scheduler Task
Basic element configuration
Jobs
Employee-specific minimum and maximum hours
Schedule compliance
MVS element configuration
Shifts
Schedule templates
Associated jobs in MVS
Skills in MVS
LFSO element configuration
Locations
Staff offsets
Shift offsets
Using staff offsets with shift offsets
Forecasts
Job sets in LFSO
Skills in LFSO
Copying a location setup using a Job Scheduler task in LFSO
Auto-Assignment groups
Configuring Auto-Assignment groups
Configuring employee filters
Configuring shift order
Configuring employee sort order
Adding rules
Configuring shift rules
Configuring break rules
Configuring weekend definition
Configuring Auto-Assignment rules using the calendar month option
Copying Auto-Assignment groups
Generating schedules
Generating schedules in LFSO
Auto-Assignment schedule profiles
Creating an Auto-Assignment schedule profile
Importing a schedule profile
Preparing a schedule profile CSV file for batch import
CSV file contents
Importing the schedule profile
Import error messages
Generating LFSO schedules manually
Generating LFSO schedules using a batch job
Planning for batch schedule generation
Creating a batch scheduling task for Auto Assignment
Batch scheduling task results
Publishing LFSO schedules
Viewing Schedule Generation Detail
Generating schedules in MVS
Simple Scheduling
Generating schedules manually with Simple Scheduling
Creating an Auto-Assignment schedule profile for Simple Scheduling
Auto-Assignment rules
Available rules
Rule conflict error messages
Employee filters
Using multiple employee filters
Using multiple Auto-Assignment groups
Assumed team filter
Employee Age Filter
Employee Flag Filter
Employee Full Time Filter
Employee Job Filter
Employee Student Filter
Employee Team Filter
Employee VAL Filter
Employee sort orders
Employee Full Time Sort Order
Employment Type Sort Order
Employee Home Team Sort Order
Employee Preferred Job Sort Order
Employee Priority By Shift
Adding employee priorities by shift
Employee Priority By Skill Sort Order
Employee Seniority Sort Order
Auto-Assignment configuration and best practices
Hard constraints
Enabling hard constraints
Using contradicting rules
Auto-Assignment and existing employee schedules
Past and future schedules
Excluded leave time codes
Best practices for Auto-Assignment implementation
Performance considerations for Auto-Assignment
Auto-Assignment timeout setting
Enforce calendar day cut for Auto-Assignment rules
Managing employee consent for Auto-Assignment
Auto-Assignment Request Information overview
Using the Auto-Assignment Request Information form
FAQ for Auto-Assignment
Auto-Assignment configuration for MVS
How MVS Auto-Assignment works
Setting shift types as days off in Auto-Assignment
Reserve shifts
Priority shifts
Using the Replace Shift Type rule to replace generic placeholder shifts
Cross-team schedule generation
Schedule locks and Auto-Assignment
Auto-Assignment configuration for LFSO
How LFSO Auto-Assignment works
Balanced assignment of schedules
Shift rules
Shift rules for 24-hour or overnight scheduling
Break rules
Configuring multiple break rules
Configuring shifts with multiple breaks
Time-specific meals and breaks
Overstaffing and understaffing
Unassigned shifts
Budget rules
Maximum Schedule Budget rule
Schedule to Budget rule
Using Schedule to Budget with dollar amounts
Budget Adjusted Workload (BAW) and staff requirements
Budget rules with multiple Auto-Assignment groups
Budget rules and calendar day cut
Employee shift patterns
Using the Honor Employee Fixed Status rule with other rules
Cross-store schedule generation
Closing shifts
Generating shifts crossing multiple schedule periods
Enabling crossover shifts for manual schedule generation
Displaying crossover shifts in the LFSO Schedule screen
Top Performer Preferences rule
Migrating staff groups
Employee selection for migrated staff groups
Age filters in migrated staff groups
Job requirements in migrated staff groups
Staffing group rule conversions
Migrating staff groups using the Staff Group to Auto-Assignment Conversion Tool
Staff group analysis report
Generating a staff group analysis report
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