Infor Workforce Management Multiview Scheduler User Guide

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About this guide

Intended audience

Related documents

Infor Government Solutions (IGS)

Integration with Workforce Management modules

Before you begin

Configurable features

Calculation groups

Shift display label

Shift configuration

Shift activities and layers

Creating shifts

Inactivating shifts

Shift inheritance

Inheriting shifts

Modifying subscription period in child teams

Cloning and editing in child teams

Overriding day parts

Shift font color

Selecting shift display colors for your system

Demand planning for schedules

Schedule templates

Staffing Requirement Templates

Displaying SRTs

Creating an SRT

Configuring the job filter for templates to check for job effective dates

Enabling the Load Jobs check box to be visible

Adding staff to a SRT

Adding skills to a SRT

Including areas in Staffing Requirement Templates

Shift Templates

Adding a ST using a SRT

Adding shifts to a ST

Creating a ST without SRT

Schedule generation

Generating a schedule

SRT from under the SRT heading

ST from under the ST heading

Both SRT and ST

Schedule planning

Planning rotations for large units

Creating long-term schedules

Creating a Master Rotation

Creating a Master Rotation with areas

Creating a Master Rotation with number of rows per job

Copying a Master Rotation

Creating short-term schedules

Creating a One-time Schedule

Creating a One-time Schedule with areas

Creating a One-time Schedule with number of rows per job

Deleting a One-time Schedule

Master Rotation and One-time Schedule edit screens

Editing a Master Rotation

Editing a One-time Schedule

Shift plotting in Master Rotations

Shift plotting in One-time Schedules

Sorting and searching for shifts

Plotting shifts using the Shift Palette

Plotting shifts using the keyboard

Shift configuration history

Labor metrics in Master Rotations and One-time Schedules

Labor metrics in Master Rotations

Labor metrics in One-time Schedules

Editing labor metrics

Editing labor metrics in rotation rows or template rows

Viewing aggregate weekly totals for employee rotations in MR and ASV

Jobs in Master Rotations and One-time Schedules

Associated jobs in MR/OTS

Changing the job on a row

Changing the job on a rotation row or template row

Adding jobs in an MR/OTS template

Skills in Master Rotations and One-time Schedules

Adding a skill to a row in an OTS schedule or DRAFT MR

Adding skills to a row in an OTS template or ACTIVE MR

Areas in Master Rotation and One Time Schedules

Employee assignments

Employee assignments in Master Rotations

Employee assignments in One-time Schedules

Assigning an employee to a row

Unassigning an employee from a row

Canceling an LTA or temporary unassignment

Viewing assignment periods

Updating assignment dates

Updating assignment dates for multiple rows

Deleting and unassigning published rotation shifts in ASV and Central Staffing

Long-term absence (LTA) in Master Rotations and One-time Schedules

Putting an employee on long-term absence

Filling unassigned LTA shifts

Validating schedule compliance

Viewing actual dates or day numbers

Changing the effective dates of a DRAFT MR

Key performance indicators

Coverage display options for MR / OTS

Viewing the coverage according to Grouping

Viewing the coverage according to Time Interval

Time units for coverage

Coverage calculations (MR/OTS)

Coverage for non-MR and OTS shifts

Coverage for LTAs and approved leaves

Changing the SRT associated with the schedule

Row sorting, row names, and row ranks

Adding rows to an OTS schedule or DRAFT MR

Adding rows to an OTS template or ACTIVE MR

Deleting a row from an OTS schedule or DRAFT MR

Deleting a row from an OTS template or ACTIVE MR

Automatic row naming

Enabling or disabling automatic row naming

Editing the schedule description

Print a Master Rotation or One-time Schedule

Sending published shifts to relief

Master Rotation status

One-time Schedule status

Viewing or adding shift comments

Adding shift comments to multiple shifts (MR/OTS)

Processing MR/OTS with shift comments

Shift data elements

Editing data elements

Editing data elements on multiple shifts

Data elements and shift or assignment changes

Processing MR/OTS with data elements

Viewing shift details in MR/OTS

One-time Schedule templates

Creating a One-time Schedule template

Creating a One-time Schedule from a template

Editing an OTS template

Copying an OTS template

Changing the effective dates of an OTS template

Activating an OTS template

Inactivating an OTS template

Row versions for template and rotation rows

Master Rotation rotation rows

One-time Schedule template rows

Row version editing

Opening row editing mode

Creating a new row version

Validating a row version

Activating a row version

Closing a row version

Changing the effective dates of a row version

Showing row versions

Bulk row version editing

Creating a bulk row version

Row version status

Publishing short-term and long-term schedules

Master Rotation publishing

Activating a Master Rotation

Publishing a Master Rotation

Inactivating a Master Rotation

One-time Schedule publishing

Publishing a One-time Schedule

Schedule conflicts

Resolving schedule conflicts

Non-MVS shifts in MR and OTS

Displaying approved leaves in MR and OTS

Unapproved time off requests and rotation processing

Publish OFF shifts from Master Rotation and One-time Schedule

Import census data

Preparing the CSV file for census data import

Importing the census data through a batch job

Display custom data

Display custom data columns in ASV/MR/OTS

Viewing and managing schedules with ASV

ASV panel descriptions

Schedule Selection panel

Schedule Status filters

Displaying availability in ASV

Key Performance Indicators panel

Schedule costing

Edit mode shift details

Function buttons

Total Coverage panel

Expanding and collapsing the coverage panel

Coverage display options

Configure the DBLookupUI filter for team and date selection

Show Qualified filter options in ASV

Displaying schedules with ASV

Using presets for displaying schedules in ASV

Creating presets

Viewing previous schedules

Customizing labels and number formats for weekly totals elements in ASV

Changing field labels on the weekly totals screen

Changing the weekly totals numbering format

Control the security groups that can view the weekly totals screen

Viewing shift assignments with ASV

Shift cell description

Shift schedule compliance icons

Re-validating schedule compliance based on non-MVS changes

Shift short code indicators

Overtime indicator

Hiding unfiltered shift groupings

Displaying out-of-context shift information

Using compact view

Assigning employees to shifts with ASV

Editing shifts in ASV

Retain the published or unpublished shift status when copying and pasting in ASV

Creating ad-hoc shifts

Creating ad-hoc shifts in Simple Edit mode

Creating multiple ad-hoc shifts through a single transaction

Creating ad-hoc shifts in Details Edit mode

Creating ad-hoc shifts using the New Ad Hoc button

Configuring skills to be available for shifts

Configuring a label property for a skill

Configuring jobs to be available for shifts

Configuring a label property for a job

Swapping shifts in ASV

Shift swap pending icon

Undoing a shift swap

Cloning shift details in ASV

Floating employees to another shift

Floating employees to another shift using Details Edit

Floating employees to another shift using Mass Edit

Schedule compliance for floated shifts

Setting up auto-approve time offs in AVS

Booking time off in ASV

Book-Off Wizard window

Booking time off using Details Edit

Booking time off using date ranges

Booking time off using Mass Edit

Booking off unscheduled days in ASV

Canceling booked off shifts

Managing relief shifts when canceling book offs

Canceling booked off shift segments

Canceling booked off shifts resulting from approved time off requests

Canceling booked time off

Canceling booked time off using Mass Edit

Returning a shift back to an employee

Recalling approved time off requests

Recalling an approved time off request without assigning shift

Recalling an approved time off request and assigning shift

Splitting and merging shifts in ASV

Properties and requirements for splitting a shift

Properties and requirements for merging a shift

Enabling Split Shift and Merge Shift on the ASV screen

Splitting a shift

Merging a shift that has been split

Reviewing Shift History

Publishing a schedule that includes an overlapping pending shift in ASV

Schedule Balance mode

Viewing or adding shift comments using Details Edit

Adding shift comments using Mass Edit

Automatically assigning shifts

Using Auto-Assignment with existing unassigned shifts

Using Auto-Assignment to generate and assign shifts

Sending shifts to the Relief Queue with ASV

Updating a job for multiple shifts

Terminated employees in ASV

Inactive employee icon

Viewing the history of published shift in ASV

Viewing the history of unpublished shift

Viewing non-MVS shifts in MVS

Displaying non-MVS shifts in ASV

Editing non-MVS shifts in ASV

Including non-MVS shifts in weekly hours

Skipping non-MVS shifts in book-off

Adding Job and Skill in shift configuration

Viewing schedules with Manage Schedule

Navigating to Manage Schedule

Date header on Manage Schedule

Viewing employee and shift cells

Employee cell detail card

Accessing the employee details card

Icons in the employee cell

Shift cell detail card

Unassigned shift section

Grid cell visual indicators

Compliance warnings in the shift detail card

Viewing the compliance violations

Display Options

Showing and hiding the KPI Header

Viewing the total number of shifts

Viewing the total shift hours

Viewing the total scheduled cost

Changing the coverage selection

Show Data Columns

Employee Groupings

Changing employee grouping attributes

Merge identical shifts

Modifying the shift cell preferences

Viewing and managing unplanned workloads

Viewing the outstanding vacancies

Offering relief shifts

Using the Relief Calling Area

Creating presets in the Relief Calling Area

Employee Call Pop-up

Quick links in the Employee Pool

Splitting shifts using RCA

Splitting a shift

Reverting a shift split

Relief Queue buttons

Relief Queue details

Displaying non-MVS shifts in the RCA

Displaying non-MVS shifts in the ECP

Shift Preferences Override calendar

Sending relief shifts to the billboard

Using presets in the Relief Queue

Creating presets in the Relief Queue

Viewing previously loaded relief shifts

Using the Relief Launch Pad

Action Date in the Launch Pad

Buttons in the Launch Pad

Auditing the call log

Integrating schedule compliance

Managing daily schedules with Central Staffing

Displaying schedules

Displaying shifts in Central Staffing

Schedule selection parameters

Creating presets

Opening presets

Changing the displayed schedule

Schedule Zone organization

Refreshing schedule information

Loading the float pool

Selecting float pool units

Float pool selection criteria

Sorting float pool shifts

Showing or hiding the Float Pool Zone

Managing schedules

Shift status icons

Viewing shift details

Total scheduled hours

Overtime indicator

Floating employees to another shift

Floating employees to other units

Floating employees to unassigned shifts

Floating employees to new shifts using drag and drop

Reassigning employees' original shifts after a float

Creating shifts

Deleting shifts

Editing shift details in Central Staffing

Viewing details for locked shifts

Assigning employees to shifts

Unassigning shifts

Booking time off

Booking off shifts

Canceling booked time off

Canceling booked off shifts

Swapping shifts in Central Staffing

Reverting shift swaps

Sending shifts to the relief queue in Central Staffing

Approving schedule compliance warnings

Viewing staff coverage in the Schedule Zone

Staff coverage examples

Viewing or adding shift comments

Key Performance Indicator panel

Showing or hiding the KPI panel

Viewing staff coverage

Entering Budgeted HPPD

Non-MVS shifts in Central Staffing

Editing non-MVS shifts in Central Staffing

Non-MVS shifts in KPIs and coverage in Central Staffing

Published and unpublished shifts in Central Staffing

Daily schedule execution with Staffing Center

Displaying shifts in the Staffing Center

Staffing Center unit header information

Infor Care Integration

Adding shifts using Staffing Center

Modifying shifts using Staffing Center

Changing activities using Staffing Center

Booking off using Staffing Center

Assigning employees using Staffing Center

Sending shifts to the Relief Queue

Employee initiated transactions

Displaying non-MVS shifts in Staffing Center

Broadcasting shifts to mobile devices

Notifying schedulers about claimed shifts

Schedule compliance for broadcast shifts

Broadcasting a mobile offer in ASV

Canceling a broadcasted offer in ASV

Broadcasting a mobile offer in Central Staffing

Canceling a broadcasted offer in Central Staffing

Broadcasting a mobile offer from the Relief Queue

Canceling a broadcasted offer in the Relief Queue

Broadcasting a mobile offer in the Relief Calling Area

Specifying employees for shift broadcasts

Shift Billboard

Posting shifts from ASV

Posting unassigned shifts in ASV

Posting unassigned shifts using Mass Edit

Posting shifts to the billboard when publishing

Posting unassigned shifts in Central Staffing

Editing or canceling posted shifts

Canceling posted shifts in ASV

Canceling posted shifts in Central Staffing

Sending posted shifts to the Relief Queue

Shift History for billboard shifts

Long-term absences

Managing on-call time

Solution overview

Compensating on-call employees

Defining activity as on-call

Scheduling on-call shifts in MR or OTS

Managing on-call shifts in ASV

Adding on-call time to a shift

Swapping on-call shifts with other shifts

Booking off an on-call shift

Copying on-call shifts

Adding work time to an on-call shift

Lengthening and shortening shifts with on-call and work time

Including on-call time in coverage calculations

Including on-call time in weekly total hours calculations

Publishing shifts with on-call time to the timesheet

Managing on-call shifts in Relief Management

Assigning relief shifts containing on-call time

Payroll Based Journal Export Report

Running the Payroll Based Journal Export for CMS report

Selection parameters for the Payroll Based Journal Export for CMS report

Verifying the status of the Payroll Based Journal Task in Job Scheduler

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