Infor Workforce Management Interfaces Administration Guide

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About this guide

Standard interfaces

Infor HR Talent P2P integration

Importing data from Infor HR Talent

HR Management P2P integration

The Interface Framework

Import interface framework

Setting up imports

Verifying an import

Export interface framework

Setting up exports

Verifying an export

Mapping framework

Standard interface registries

General procedures

Viewing available interface types

Adding interface types

Adding import tasks to the Job Scheduler

Adding export tasks to the Job Scheduler

IMS File Processing Task

Creating the document object

Configuring Workforce Management to receive files from IMS

Creating a document flow

Viewing the document status

Adding the IMS File Processing Task to a schedule

Secure File Transfer Task

Configuring a file transfer endpoint

Adding the Secure File Transfer Task to a schedule

Job Scheduler logs for Secure File Transfer Task

File Transfer Task

Adding the File Transfer Task to a schedule

Job Scheduler logs for File Transfer Task

Adding interface tasks to the Job Scheduler

Viewing import or export transactions

Enabling modifications to the Import Transactions page

Enabling modifications to the Import Transaction Details page

Modifying data directly in the Import Transaction Details section

Adding mapping definitions

Mapping definition XML tags

Sample XML mapping definition

Modifying or deleting mapping definitions

Generic Imports

Core Import Interface

Activity Interface

Setting up Activity imports

Activity field specifications

Sample XML and CSV files

Activity Type Map Interface

Setting up Activity Type Map imports

Activity Type Map field specifications

Sample XML and CSV files

Billboard Group Interface

Setting up Billboard Group imports

Billboard Group field specifications

Sample XML and CSV files

Billboard Group Employee Interface

Setting up Billboard Group Employee imports

Billboard Group Employee field specifications

Sample XML and CSV files

Billboard Group Shift Team Interface

Setting up Billboard Group Shift Team imports

Billboard Group Shift Team field specifications

Sample XML and CSV files

Billboard Group Team Interface

Setting up Billboard Group Team imports

Billboard Group Team field specifications

Sample XML and CSV files

Budget Pay Cost Interface

Setting up Budget Pay Cost imports

Budget Pay Cost field specifications

Sample XML and CSV files

Budgeted Hours Per Patient Day Interface

Setting up Budgeted Hours Per Patient Day imports

Budgeted Hours Per Patient Day field specifications

Sample XML and CSV file

Calc Group Rate Interface

Setting up Calc Group Rate imports

Calc Group Rate field specifications

Sample XML and CSV files

Call List Interface

Setting up Call List imports

Call List field specifications

Sample XML and CSV files

Call Log Interface

Setting up Call Log imports

Call Log field specifications

Sample XML and CSV files

Census Team Interface

Setting up Census Team imports

Census Team field specifications

Sample XML and CSV files

Clock Data Type Interface

Setting up Clock Data Type imports

Clock Data Type field specifications

Sample XML and CSV files

Custom Data Interface

Setting up Custom Data imports

Custom Data field specifications

Sample XML and CSV files

Custom Data Type Interface

Setting up Custom Data Type imports

Custom Data Type field specifications

Sample XML and CSV files

Custom Lookup Data Interface

Setting up Custom Lookup Data imports

Custom Lookup Data field specifications

Sample XML and CSV files

Custom Lookup Data Type Interface

Setting up Custom Lookup Data Type imports

Custom Lookup Data Type field specifications

Sample XML and CSV files

Docket Reader Group Interface

Setting up Docket Reader Group imports

Docket Reader Group field specifications

Sample XML and CSV files

Employee Machine Interface

Setting up Employee Machine imports

Employee Machine field specifications

Sample XML and CSV file

Employee School Interface

Setting up Employee School imports

Employee School field specifications

Sample XML and CSV files

Forecast Import Interface

Setting up Forecast Import imports

Forecast Import field specifications

Sample XML and CSV files

Holiday Calendar Employee Relationships Interface

Setting up Holiday Calendar Employee Relationships imports

Holiday Calendar Employee Relationships field specifications

Sample XML mapping definition and CSV files

Holiday Calendar Team Interface

Holiday Calendar Team imports

Holiday Calendar Team field specifications

Sample XML and CSV files

Hours of Operation Interface

Setting up Hours of Operation imports

Hours of Operation field specifications

Sample XML and CSV files

Hours of Operations Day Interface

Setting up Hours of Operation Day imports

Hours of Operation Day field specifications

Sample XML and CSV files

Job Reader Group Interface

Setting up Job Reader Group imports

Job Reader Group field specifications

Sample XML and CSV files

Job Set Interface

Setting up Job Set imports

Job Set field specifications

Sample XML and CSV files

Job Team Interface

Setting up Job Team imports

Job Team field specifications

Sample XML and CSV files

Setting up Part imports

Part field specifications

Sample XML and CSV files

Setting up Planned Volume imports

Planned Volume field specifications

Sample XML and CSV files

Product Interface

Setting up Product imports

Product field specifications

Sample XML and CSV files

RTSS Group Employee Interface

Setting up RTSS Group Employee imports

RTSS Group Employee field specifications

Sample XML and CSV files

RTSS Group Interface

Setting up RTSS Group imports

RTSS Group field specifications

Sample XML and CSV files

RTSS Group Team Interface

Setting up RTSS Group Team imports

RTSS Group Team field specifications

Sample XML and CSV files

Shift Type Interface

Setting up Shift Type imports

Shift Type field specifications

Sample XML and CSV files

SO Activity Interface

Setting up SO Activity imports

SO Activity field specifications

Sample XML and CSV files

SO Plan Workload Interface

Setting up SO Plan Workload imports

SO Plan Workload field specifications

Sample XML and CSV files

Time Code Reader Group Interface

Setting up Time Code Reader Group imports

Time Code Reader Group field specifications

Sample XML and CSV files

User Delegate Interface

Setting up User Delegate imports

User Delegate field specifications

Sample XML and CSV files

Workload Requirements Interface

Setting up Workload Requirements imports

Workload Requirements field specifications

Sample XML and CSV files

Generic Table Import Interface

Generic Table Import Interface logic

Setting up generic table imports

Creating CSV files

Generic Table Import XML tag reference

Generic Table Import DTD

Sample XML mapping definitions

Clock Reader Interface

Readers - Import Transactions task

Readers - Export Directives task

Readers - Export Schedules Directives task

Clock Reader Job Scheduler task types

Specifying the tasks

Job Scheduler Task Schedules page

Scheduling the Process Clocks task

Scheduling Clock Reader tasks

Important notes about setting parameters

Readers - Import Transactions task parameters

Readers - Export Directives task parameters

Readers - Export Schedules Directives task parameters

Readers - Archive Files task parameters

Readers - FTP Transport task parameters

Clock XML directives - field mapping

Clock transaction file transfer conventions

Clock Transaction Import Interface

Setting up clock transaction imports

Clock Transaction Import Interface logic

Clock Transaction Import Interface field specification

Clock Transaction Import CSV sample file

Default Shifts Import Interface

Setting up default shift imports

CSV format for Default Shifts Import

Employee Export Interface

Setting Up Employee Exports

Employee Export Interface Logic

Export Record Status Field (Column 2)

Employee Flags (Column 18)

Default Labor Allocation

Jobs (Column 65)

Job Rate Indices (Column 66)

Teams (Column 68)

Balances (Column 76-85)

Exporting Required Fields

Employee Export Interface Field Specification

Properties for Employee Skill

Properties for Employee Details

Employee import process

Setting up the employee import

Enabling the Employee Import interface

Reviewing the interface fields

Defining the interface layout

Copying an interface layout

Using the employee import processor extension script

HCM Employee Interface Layout Template

Configuring the CSV file

Mandatory fields

Configuring Job Scheduler tasks

Configuring the import task for the Employee Import process

Configuring the interface task for the Employee Import process

Employee data element definitions

Detailed data element definitions

Default labor allocation

Effective dating

Employee reader group assignments

Employee balances

Employee badges

Employee badge PIN

Employee User Defined Fields (UDFs)

EMP_FULLNAME field configuration overview

Employee Imports and the EMP_FULLNAME field

Enabling the EMP_FULLNAME field configuration in WFM

Job rate indices

Job rank indices

Overlapping entitlement policy assignments

Termination date

Override parameter

Advanced configuration

Registry parameters

Security control

Error and warning messages

Employee Job Import Interface

Setting up Employee Job Imports

Employee Job Import Interface logic

Employee Job Interface field specification

Employee Job Import examples

Employee Temporary Team Import Interface

Setting up Employee Temporary Team Imports

Employee Temporary Team Import Interface logic

Temporary Team Import Interface conditional matrix

Employee Temporary Team Import Interface field specification

Employee Temporary Team Import example

Fix Width Interface

Setting up Fixed Width Imports

Setting Up Fixed Width Exports

Fixed Width Import and Export logic

Fixed Width processing error messages

Job Rate Import Interface

Setting Up Job Rate Imports

Job Rate Import Interface logic

CSV import file format

Job Rate Import Interface references

Job field specifications

Job Rate field specifications

Job Rate Import CSV sample file

Location Copy Import Interface

Setting up location copy imports

Location Copy import field specifications

Location Copy import sample CSV file

Location Properties Import Interface

Setting up location properties imports

Location Properties import field specifications

Location Properties import CSV sample file

Payroll Export Interface

Setting up Payroll Exports

Scheduling the Payroll Export - Off Cycle Retros task

Payroll Export API

Payroll Export Interface logic

Payroll Export Task

Standard Payroll Export Report

Using the Payroll Export extension script

Payroll Export Interface steps

Editing the <data> block

Editing the <logic> block

Editing the <format> block

Example XML definition

Creating a Payroll Export Task

Modifying a Payroll Export Task

Enabling export balances

Exporting balances

Balance Export field mapping

Payroll Export Interface references

VIEW_PAYEXP_CURRENT fields

VIEW_PAYEXP_ADJUSTMENT fields

Fields through the Code Mapper API

Payroll Export XML tag reference

Formatting reference

Payroll Export Interface XML definition examples

Aggregating data from another field for each row of output

Grouping data by field

Modifying field values

Product Machine Plan Import Interface

Setting up Product Machine Plan Imports

Product Machine Plan Import field specification

Product Machine Plan Import CSV sample file

Product Machine Template Import Interface

Setting up Product Machine Template Imports

Product Machine Template Import field specification

Product Machine Template CSV sample file

Rotation import interface

Setting up rotation imports

Rotation import CSV file format

Rotation import field specifications

Rotation import CSV sample file

Schedule Detail Import Interface

Setting Up Schedule Detail Imports

Schedule Detail Import Interface logic

Schedule Detail Import Interface field specification

Schedule Detail Import CSV sample file

Schedule Import Interface

Setting Up Schedule Imports

Schedule Import Interface logic

Shift search logic

Creating employee overrides

Multiple shifts (shift 2,3,4,5)

Employee schedule flags and UDFs

Schedule Import Interface field specification

Schedule Import CSV sample file

Schedule Work Detail Import Interface

Setting Up Schedule Work Detail Imports

Schedule Work Detail Import Interface logic

CSV import file format

Schedule Work Detail Import Interface references

Work Detail field specifications

Schedule field specifications

Schedule Work Detail Import CSV sample file

Shift Configuration Interface

Setting up MVS Shift Configuration imports

MVS Shift Configuration field specifications

Sample CSV files

Shift Pattern Import Interface

Setting up Shift Pattern Imports

Shift Pattern Import Interface logic

Shift pattern search logic

Shift pattern offset

Shift search logic

Shift pattern labor allocation logic

Naming conventions

Creating employee overrides

Important Shift Pattern Import fields

Shift Pattern Import Interface field specification

Sample data file

Skills and Training Interface

Setting up Skills and Training imports

Skills and Training field specifications

Sample CSV files

SO Results Detail Enhanced Import Interface

Setting up SO Results Detail Enhanced Imports

SO Results Detail Enhanced Import Interface field specification

SO Results Detail Enhanced Import CSV Sample file

SQL Enhanced Query Export Interface

Setting up SQL Enhanced Query exports

Setting up secured SQL Enhanced Query exports

Displaying the hidden SQL Enhanced Query Export parameters

Selection and Export query examples

SQL Query Export Interface

Setting up SQL Query Exports

Displaying the hidden CSV Query Export parameters

Setting up SQL (Fixed Width) Query Exports

SQL Query Export logic

Staffing Requirements Interface

Setting up Staffing Requirements imports

Staffing Requirements Import Interface references

Location staffing requirements field specifications

Staffing requirements for volume workloads field specifications

Staffing requirements for non-volume workloads field specifications

Location Property staffing requirements field specifications

Staffing Requirements import CSV sample file

Team Import Interface

Setting up Team Imports

Team Import Interface logic

Team Import Interface field specification

Work Detail Import Interface

Setting up Work Detail Imports

Work Detail Import Interface logic

Work Detail Import Interface field specification

Work Detail Import CSV sample file

Work Summary Import Interface

Work Summary Import Interface logic

Work Summary Import Interface field specification

Work Summary Import CSV sample file

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