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Infor Workforce Management MVS Implementation and Administration Guide
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About this guide
Intended audience
Related documents
Scheduling process overview
Long-term schedule planning
Schedule execution
Auditing
Integration with other modules
Availability Management
Employee Transaction Manager (ETM)
Balances and accruals
Schedule Compliance
Timesheet
Work Detail Import
Time Off Planner
Shift Swap
Shift Trades
Basic element configuration
Time codes
Activity and activity types
Shifts
Display labels
Shift types
Time-based work periods
Jobs
Associated jobs
Skills
Add skills to shifts
Employee default labor metrics
Day start time
Team-specific day start time
Day start time examples
Teams
Long-term absences
Configuring day parts
Creating day part sets
Associating day part sets to teams
Configuring schedule periods
Creating schedule periods
Overriding the schedule period of a team
Configuring Master Rotations
Schedule compliance rules selection in MR plotting
Labor metrics in MR
Labor metric columns in MR
Schedule detail flags and UDFs in MR and OTS
Date range limits for displaying MRs
Width of columns in MR and OTS edit screens
Configuring column widths for MR and OTS
Schedule costing in MR
MR validation period examples
Publishing in MR and OTS
Configuring MR and OTS to create published or unpublished shifts
Schedule compliance validation on MR processing
Disable team validation on assignment in MR and OTS
Disable job validation when scheduling
Calculating coverage in MVS using Job
Book-off code for resolving conflicts between MRs and OTSs
Relief shifts and unassigned shifts in rotations
Pay period cutoff date in MR and OTS
Database lookup fields in MR and OTS
Performance warnings for large MRs and OTSs
Configuring size limits for warnings
Configuring page size options for printing MRs and OTSs
Masking leave codes in printed MR and OTS schedules
Configuring shift data elements in MR and OTS
Importing MR and OTS templates
Configuring One-time Schedules
Labor metrics in OTS
Labor metric columns in OTS
Limit on the length of OTSs
Width of columns in the OTS edit screen
Date range limits for displaying OTS templates
Schedule costing in OTS
Display previous schedule in OTS
Publishing in OTS
Pay period cutoff date in OTS
Configuring self-scheduling
Self-scheduling groups and group sets
Self-scheduling group rules
Self-scheduling minimum rules
Self-scheduling maximum rules
Level
Point
Employee constraints
Shift constraints
Self-scheduling process
Process status
Self-scheduling window
Week start day for self-scheduling
Associated jobs in self-scheduling
Qualification expiry in self-scheduling
Time formats in self-scheduling
Configuring Relief Management
Relief activities
Color of shift statuses
Default values in Relief Queue selection panel
Default values in Relief Calling Area selection and filter panel
Call lists
Rejection reasons in Relief Calling Area
Number of reassign days in Employee Call Pop-up
Display of skills in Relief Calling Area
Priority in shift statues and ES shift types
Configuring the Advanced Schedule View
Activities used in shift swaps
Limit on number of days selected
Limit on number of teams selected
Default status of ad-hoc shifts
Labor metrics in ad-hoc shifts
ASV default tab
ASV view only mode
Configuring shift Details Edit mode
Configuring Details Edit mode
Displaying jobs and skills in ASV
Displaying only preferred jobs
Hiding jobs, skills, and team information
Configuring the most recent change indicator in ASV
Grouping by associated jobs in ASV
Automatic reloading of schedule when using the date arrow buttons
Configuring page size options for printing ASV schedules
Disable team permission validation on assignment in ASV
Masking leave codes in printed ASV schedules
Allow book-offs regardless of the time off approval process in ASV
Book off unpublished shifts in ASV
Configuring the ability to book off unpublished shifts
Additional configuration for ASV/MR/OTS
Configuring custom data columns
Configuring custom data groups
Configuring the Manage Schedule view
Manage Schedule overview
Manage Schedule view-only mode
Set up Manage Schedule
Troubleshooting Manage Schedule
Compliance violations
Registry parameters used in Manage Schedule
Additional configuration for Manage Schedule
Configure the Employee Data Columns
Configure the default Groupings
Mobile Scheduling
Transition to Mobile Manage Schedule
Other considerations
Configuring Central Staffing
Suggested Staffing
Configuring Suggested Staffing
Setting up the Staffing Matrix
Editing the Staffing Matrix
Configuring the Budgeted HPPD
Modifying the Budgeted HPPD
Configuring reasons
Viewing and editing Census Workload Data
Importing Suggested Staffing Matrix data
Preparing the Suggested Staffing CSV file
Importing the Suggested Staffing data through a batch job
Configuring the view in the KPI panel
Using Suggested Staffing
View Suggested Staffing
Adjust the staffing levels
Employee information card
Configuring the employee information card
Configuring clock indicators
Hiding clock indicators
Configuring the most recent change indicator in Central Staffing
Labor metrics for ad-hoc shifts in Central Staffing
Configuring the Edit Shift and View Shift Details pop-ups
Database lookup fields in Central Staffing
Hiding KPIs in Central Staffing
Disable team permission validation on assignment in Central Staffing
Grouping by associated jobs in Central Staffing
Allow book-offs regardless of the time off approval process in Central Staffing
Configuring Shift History
Color-coding in the Shift History legend
Limit on number of days selected
Configurable day start time
Displaying shift data elements in Shift History
Configuring Job Scheduler tasks
Configuring MR and OTS publish tasks
Unlock Shift Task
Asynchronous Processing Task for ASV publishing
ASV rolling days publish task
RTSS Schedule Creation Task
RTSS schedule update task
Expiring job and skill alerts
Schedule Cleanup Task
Production Plan Shift Generation task
Configuring Auto-Assignment in MVS
Configuring MVS for the Payroll Based Journal Export for CMS report
CMS pay type codes
Configuring pay type codes
Enabling the Work Type field in the employee profile
CMS job title codes
Mapping CMS job title codes
Defining facilities
Associating teams with a facility
Configuring Mobile Shift Offer
Configuring production workloads
Production templates
Creating production templates
Production plans
Creating production plans
Canceling production plans
Production plan statuses
MVS administrative and other features
Publish Console
Shift statuses
Schedule costing in MVS
Schedule costing relationship with Timesheet cost
Schedule costing and on-call shifts
Schedule costing examples
Shift configuration audit log
Displaying the EMP_NAME in scheduling screens
Displaying WBT_DESC in scheduling screens
Displaying the modified shift indicator in scheduling screens
Configuring print PDF page sizes
Supported print PDF page sizes
Transaction locks
Simple shifts
Labor metrics in simple shifts
Schedule cleanup
Employee schedule cleanup
Setting up the Schedule Cleanup Task
Cleaning up employee schedules
Employee termination cleanup
Employee inactivation schedule cleanup
Cleaning up inactive employee schedule
Team schedule cleanup
Cleaning up team schedules
Schedule cleanup status
Updating employee schedule cleanup statuses
Updating team schedule cleanup statuses
Managing schedule presets in MVS
Deleting schedule presets
Areas in Master Rotation and One-time scheduler
Configuring the Coverage panel
Configuring different time intervals
Integration with Infor Care
Integration diagram
Scheduled Employee Interface Task
Scheduled Hours Interface Task
Infor Care Workload
Infor Care Assignment
Process steps
Configuring an activity
Associating an activity to an activity type
Adding an area
Associating an area with a team
Adding an associated job
Selecting team holiday calendars
Displaying shift labels instead of leave codes
Configuring a shift display label
Configuring a custom shift property
Adding flag and UDF fields to activities in Shift Configuration
Configuring the maximum possible length for OTSs
Configuring relief activity
Configuring colors for shift statuses
Configuring call lists
Configuring new rejection reasons for relief shifts
Configuring activity codes for shift swaps
Configuring the maximum number of days displayed in the ASV
Configuring the maximum number of teams selectable in the ASV
Configuring color-coding in shift history legend
Configuring the maximum number of days displayed in shift history
Unlocking a MR or OTS in Pending Publish status
Mapping shift detail flags to a short code displayed on the shift
Technical information
Custom module and action names in Shift History
Database timeout settings
EMP_ID availability in MVS screens
Examples of EMP_ID access
Shift states
Callouts
Book-off code validation callout
MVS Field Default Service callout
MR and OTS validation callout
Projected FTE calculation callout
Planned FTE column
RCA availability callout
RCA employee sort order callout
Schedule KPI callout
Shift summary UDF and flag mapper callout
Shift Edit callout
Implementation details
Shift Edit Validation callout
Update Shift Last Used Callout in Shift Configuration and update MR reprocessing logic
Update Shift Info On Shift Paste callout
Registry parameters
AVAILABILITY_CALLOUT_SVC
KPI_COST_SVC
LABOR_METRICS_SHIFT_SVC
LTA_UNASSIGN_VALIDATOR_SVC
MROTS_VALIDATION_SVC
MR_COVERAGE_SVC
SKIP_JOB_VALIDATION
Shift History actions
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