Scheduling the Time Approval Records Task

The Time Approval Records Task controls the creation of time approval records and the status of the associated timesheets.

  1. Log in to the WFM desktop application.
  2. Select Maintenance > System Administration > Job Scheduler.
  3. Click Add Schedule.
  4. Select Time Approval Records Task from the Task Type list.
  5. Specify the scheduling parameters for the task and click Submit.
    See "Adding tasks to the Job Scheduler" in the Infor Workforce Management Time and Attendance Implementation and Administration Guide.
  6. In the Task Schedules grid, click the Parameters button for the task that you just added.
  7. Specify this information:
    Apply to Teams
    Specify one or more teams for which you want to generate time approval records.
    Apply to Sub Teams
    Select this check box to include the sub teams of the teams specified in the Apply to Teams field.
    Apply to Calc Groups
    Specify one or more calculation groups for which you want to generate time approval records.
    Apply to Pay Groups
    Specify one or more pay groups for which you want to generate time approval records.
    Apply to Reader Groups
    Specify one or more reader groups for which you want to generate time approval records.
    Apply to Employees
    Specify one or more employees for which you want to generate time approval records.
    Start Date Offset
    Specify the number of days before the current date the offset date range begins.

    The application uses the offset range to search for records that have not been approved or rejected previously by an employee.

    In this example, the task will create records for yesterday, and the 6 days prior:

    • Start Date Offset: 7
    • End Date Offset: 1

    No records are created for the current day.

    End Date Offset
    Specify the number of days before the current date the offset date range ends.
    Process By
    Indicates how the task selects which employee data to use when processing timesheets. If employee information such as the calculation group has changed since the time was recorded, you might want to use the value from the date of the timesheet rather than the current date.

    Select one of these options:

    • Employee Timesheet Date: employee data at the time of the timesheet
    • Employee: employee data at the time the task is run
    Batch Process Size
    Specify the maximum number of records the application will retrieve and process at a time. The default value is 100.
  8. Click Submit.