Infor Workforce Management LFSO Implementation and Administration Guide

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About this guide
Intended audience
Related documents
Labor Forecasting
What is labor forecasting?
Why do we need labor forecasting?
Design considerations for labor forecasting
Forecast methods
Trend of Historic Averages algorithm
Multiple regression configuration
Distributions
Productivity standards
Rounding rules
Enhanced rounding rules
Customized rounding rules created through STAFF_ROUNDING_CLASS
Configuring enhanced rounding rules
Required configurations for labor forecasting
Teams
Creating teams
Assigning employees to teams
Locations
Setting up locations
Staff offsets
Specifying staff offsets for days of the week
Deleting locations
Defining location properties
Editing locations
Setting up locations
Drivers
Setting up a driver
Editing drivers
Deleting drivers
Special days
Defining special days
Editing special days
Deleting special days
Distributions
Creating distributions
Editing distributions
Deleting distributions
POS interface
POS Import Task
POS Interface Task
Using the Historical Volume Replication Task
Forecast Async Task
Forecasting with machine learning
Required configurations for machine learning forecasting
Historical volume and POS data
Machine learning distributions
Promotion Calendar
Promotion categories
Adding promotion categories
Adding promotion dates
Editing or deleting promotion dates
Excluding inherited promotion dates
Hours of operation in machine learning
Special days in machine learning
File location for training model files
Optional features for machine learning forecasting
Weather data analysis
Specifying the weather API key
Store geolocation coordinates
Weather analysis results in job scheduler logs
Training the forecasting model
Scheduling the Batch Forecast Training task
Forecast creation
Creating forecasts manually
Batch forecast creation
Scheduling the Batch Forecasting task
Viewing and editing forecasts
Viewing an existing forecast
Editing an existing forecast
Editing volume in a forecast for all forecast drivers
Editing volume in a forecast for a specific forecast driver
Regenerating forecasts
Deleting forecasts
Forecast reports
Downloading forecast reports
Workload creation and management
Using the Generate Workload process
Using the Workload by Day Part page process
Configuration details
Sales per hour calculation (SPH)
Rule based distributions
Adding a new RBA
Fill Type options for RBA
Left to Right
Right to Left
Middle Out
Schedule Optimization
What is schedule optimization?
Why do we need schedule optimization?
Design considerations for schedule optimization
Activities
Setting up activities
Editing activities
Deleting activities
Break rules
Time-specific meals and breaks
Configuring the break rule
Automatically assigning meal breaks
Department structure
Constraints and preferences
Fair Scheduling
Enabling the Fair Scheduling module
Fair Scheduling event log
Jobs
Adding jobs
Jobs and skills
Skills
Staffing requirements
Volume-driven staffing requirements
Setting up volume-driven staffing requirements
Setting minimum required value exceptions
Setting distribution exceptions
Shift offsets
Setting up non-volume-driven staffing requirements
Location property variables (staffing requirements)
Defining property variables
Setting up location property variables
Setting up location property-based staffing requirements
Timesheet
Required configurations for schedule optimization
Forecasts
Schedule departments
Employee information
Fixed shifts
Shift pattern shift labor (LFSO Implementation)
Best practices for fixed shifts
Editing fixed shift patterns
Fixed shift rounding options
Dash setup
Daily Schedule
Intraday Coverage Graph
Schedule costing in LFSO
Schedule costing and optimized schedules
Schedule costing relationship with Timesheet cost
LFSO schedule costing examples
Schedule costing by work date or calendar date
Weekly schedule
Monthly schedule
Date range when navigating tabs
Additional hour columns
Creating additional hour columns
Schedule creation
Creating a schedule
Creating a new schedule from an existing schedule or a schedule profile
Editing schedule profiles
Deleting schedule profiles
Employee consent for automated scheduling
Scheduling a batch job using the job scheduler
Setting up schedule profile
Publishing schedules
Publishing modes
Scheduling the Publish Schedule Task
Selecting run times for publishing
Selecting black out periods
Setting parameters in the Job Scheduler
Regenerating schedules
Regenerating the full schedule for Staff Groups
Regenerating schedules mid-week for Staff Groups
Regenerating the full schedule for Auto-Assignment
Regenerating schedules mid-week for Auto-Assignment
Printing LFSO schedules
Weekly printed schedule
Masking leave codes in printed weekly schedules
Intraday Schedule Report
Sorting the Intraday Schedule Report
Mobile Shift Offer
Offering a shift
Canceling a shift offer
Notifications for claimed shifts
Changing shifts from Timesheet
Timesheet and LFSO synchronization
Shift Billboard in LFSO
Posting shifts in the LFSO Schedule screen
Posting shifts to the billboard
Posting groups of shifts to the billboard
Viewing a list of postable shifts
Claimed shifts
Posting shifts to the billboard in the Daily view
Editing or canceling posted shifts
Billboard icon
Canceling billboard posts
Canceling billboard posts using the Cancel Billboard button
Canceling billboard posts by editing shift details
Canceling billboard posts using the billboard icon
Canceling billboard posts using the shift bar
Using Auto-Assignment for Schedule Optimization
Callouts
LFSO KPI callout
Custom Cost callout interface
Schedule edit override callout
Additional procedures
Hours of operations
Defining hours of operation
Editing hours of operation
Deleting hours of operation
Using the "Tied to Open/Close Time" field in the Employee Shift Pattern form
Location types
Defining location types
Editing location types
Deleting location types
Setting up break rules
Break rules and manual shift edits
Staffing rules
Constraints
Preferences
Top Performer Scheduling
Managing schedule presets in LFSO
Deleting schedule presets
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