Infor Workforce Management Self Service Portal Administration Guide

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About this guide
Infor Government Solutions (IGS)
Overview
Redesign of the mobility application
Accessing the Self Service Portal
Security permissions
Configuration mode
Configuring DBLookups in Self Service Portal
Default security configurations
Custom workflows
Default application
Selecting the default application based on security group
Accessing the Self Service Portal through Infor Go
Proxy users
Logging off the Self Service Portal
Employee schedule page
Time format for shifts
Localizing the tab menu header on the home page
Hiding the tab menu header on the home page
Showing shift labels in the schedule day card collapsed view
Showing the shift detail flags and UDFs on the expanded shift card
Localizing the shift detail labels on the expanded shift card
Co-Worker page
Showing the shift detail flags and UDFs on the co-worker's shift card
Localizing the shift detail labels on the coworker's shift card
Hiding the employee's contact information
Syncing WFM schedule data with external calendars (SSP)
Calendar payload
Minimum data mode
Calendar subscription URL (SSP)
Regenerating the calendar subscription URL for an employee
Localizing the text on the Add to External Calendar modal
Hiding the Add to External Calendar link
Clock actions
Floating action button
Configuring the clocking actions that are displayed
Localizing the text in the floating action button
Last clock details
Hiding the View More option
Removing the Close button from the floating action button
Hiding the floating action button
Clock Options modal
Configuring labor metric change modals
Treating labor metric clock types as ON clock types
Clock Transactions modal
Localizing the View Clock Transactions button
Localizing the messages, labels, and fields on the Clock Transactions modal
Hiding the View Clock Transactions button
Hiding fields on the Clock Transactions modal
Clock rules
Clock reader mapping
Clock validations
Duplicate ON/OFF clocks
Localizing the titles in the rejection messages
Survey toolkit
Setting up a survey
Creating a survey
Determining the employees eligible for the survey
Determining when to present the survey
Defining the prompts for the survey
Determining the next prompt based on the response value of the previous prompt
Capturing the clock transaction time before or after surveys are completed
Viewing the results of a survey
Checking clock tokens using a pay rule condition
Employee wellness check
Enabling the employee wellness check
Prompting employees on other clocks
Localizing the employee wellness check title
Localizing the employee wellness check prompt
Localizing the rejected clock message
Detailed time attestation
Accessing time attestation from the floating action button
Time attestation prompts with labor metric clocks
Accessing attestation from the hybrid timesheet
Hiding the No button on the Time Approval Required prompt
Hiding the Skip button during attestation
Review Clocks configuration
Adding Review Clocks rules
Assigning Review Clocks rules to calculation groups
Scheduling the Review Clocks Warning task
Hiding the Add New Clock button
Messaging
Date format in messaging
Hiding the message action buttons
Localizing the message action buttons and Message Details title
Hiding the Cc and Bcc fields in a new message
Hiding the Compose Message action or folders on the Messages page
Localizing the messages, fields, tags, abbreviations, buttons, and links in a new message
Localizing the messages, fields, and labels on the Messages page
Shift trades
Configuring shift swaps
Configuring employee selection for shift trades
Configuring the Start and End fields in a shift swap or giveaway
Hiding the shift swap and giveaway buttons
Localizing the shift swap and giveaway buttons
Localizing the messages, fields, and labels in a shift trade or giveaway
Localizing the disclaimer for shift trade requests
Shift Billboard
Hiding the post and withdraw buttons
Localizing the post and withdraw buttons
Localizing the billboard messages
Card view and detail view
Self Scheduling
Localizing the Settings and Rules buttons on the self-scheduling calendar
Localizing the labels in the shift detail pop-up
My Forms
Localizing the tabs and My Forms title
Localizing the messages and buttons on the My Forms page
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