Infor Workforce Management Multiview Scheduler Guide

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About this guide
Intended Audience
Related documents
Overview
Functionality Highlights
Scenarios
Scenario 1 - Specifying Employee Activities
Scenario 2 - Booking an Employee Off
Scenario 3 - Automatically Assigning Employees
Scenario 4 - Using Staffing Requirements
Scenario 5 - Coverage
Scenario 6 - On-Call Employees
Integration With Other Modules
Availability Management
Employee Shift Patterns
Employee Transaction Manager (ETM)
Balances and Accruals
Real-Time Self Scheduler (RTSS)
Schedule Bidding
Schedule Compliance
Shift Trades
Timesheet
Training Qualifications
Prerequisites
Navigation
Navigating the main MVS page
Navigation Panel
Quick Links
Toolbar Panel
Schedule Panel
Configuration Options
Schedule Details Panel
Availability Detail Panel
Navigating the Schedule Details Panel
Views
Job Requirements View
Scheduled Team View
Scheduled Team view - Additional features
Employee View
Day Part View
Schedule Period View
Intraday View
Intraday
Navigating the Intraday Page
The Tools Panel
Filtering the Intraday Page View
Adjusting the Time Interval
Understanding the Schedule Display
Tracking Day Parts
Viewing Employee Information
Simplifying Employee Schedule Information
Identifying Employee Schedule Information
Changing employee activity colors
Displaying Multiple Schedules
Verifying Staffing Requirement Coverage
Viewing Staffing Totals per Time Interval
Viewing Daily Summary and Employee Statistics
Daily Summary Statistics
General Employee Statistics
Printing the Schedule
Printing a Multi-Schedule Display
Schedule Compliance
MVS, RTSS and Schedule Compliance
Schedule Compliance Violations
Schedule Compliance Icons
Schedule Compliance Violation Summary
Compliance Tab
Publishing Schedules
Book-Off
Configuration
Day Part Sets
Creating day part sets
Day Parts by Team
Associating day part sets to teams
Long Term Absences (LTA)
Defining LTA Time Codes
Excluding Time Codes from Total Work Hours
Employee Find and Sort Order
Default Configuration
Modification Per Session
Search and Sort Criteria Scenario
Setting Up Default Employee Find and Sort Order Configuration
Modifying Default Employee Find and Sort Order Configuration Settings
Availability options
Shift options
Schedule Periods
Teams
Viewing Schedules Containing Teams with Different Schedule Periods
Schedule Period Configuration
Create Unstaffed Shifts Process
Unstaffed Shift Reconciliation
Attribute Configuration
Job Attributes
Time Attributes
Limitations of the Matching Algorithm
Configuring Attributes
Staffing Requirements and Census
Staffing Requirements
Priority
Unstaffed Shifts
Creating Unstaffed Shifts from Staffing Requirements
Updating Unstaffed Shifts from Staffing Requirements
Updating Unstaffed Shifts
Shift Offsets at the Staffing Requirements Level
Shift Length and Offsets
Creating Unstaffed Shifts
Updating Unstaffed Shifts
Defining Staffing Requirements
Census
Defining Census Teams and Requirements
Add or modify census data
Using the Update by Census Feature
Coverage
Coverage Configuration
Coverage for Job Times
Job Times Coverage Scenarios
Viewing Team and Job Time Coverage Roll-ups
Team Coverage Scenarios
Viewing Day Parts and Interval Coverage Rollups
Day Parts Coverage Scenarios
Viewing Day Part and Team Coverage Rollups
Day Part Coverage Scenarios
Schedules
MVS Schedules
Loading Schedules
Working With Schedules
Navigating Schedule Periods
Viewing Schedule Statistics
Locating employees in schedules
Filtering Schedules
Clearing Employee Assignments
Employee Assignments
Unstaffed shifts
Creating unstaffed shifts
Manually creating unstaffed shifts
Creating Unstaffed Shifts From Scratch
Creating Unstaffed Shifts From Existing Shifts
Creating Unstaffed Shifts Using the Batch Process
Partial Staffing with the Batch Process
Assigning Unstaffed Shifts
Auto-Assignments
Assign employees to unstaffed shifts
Most Qualified Employees
Priority
Auto-Assigning Employees to Unstaffed Shifts
Manual Assignments
Manually assigning an employee to an unstaffed shift
Manually Assigning an Employee to Part of an Unstaffed Shift
Working With Shifts
Editing Staffed Shifts
Reassigning Employees to Partial Shifts
Assigning Employees to New Jobs (and Creating Unstaffed Shifts for the Previous Job)
Editing Unstaffed Shifts
Removing Employee Assignments
Deleting Shifts
Deleting Staffed Shifts
Deleting Unstaffed Shifts
Copying Shift Details
Date Range
Overlapping Shifts
Copying Shift Details From One Shift to Another
Swapping Shifts
Book Off
Booking Off Employees
Shift Offsets
Offsets and Other MVS Operations
Defining a Shift Offset Activity
Defining Shift Offset Durations by Job and Team
Publishing the MVS Schedule
Publish Notification Feature
Publishing Schedules
Printing the MVS Schedule
LFSO Schedule Validation
Overview
Unsupported Rules
Validation Functionality Enablement
Validation Rules
Availability Rule
Case 1
Case 2
Configuration Details
Budget Rule
Case 1
Case 2
Configuration Details
Maximum Consecutive Days Rule
Case 1
Case 2
Case 3
Case 4
Configuration Details
Maximum Days Per Schedule Rule
Case 1
Case 2
Case 3
Case 4
Configuration Details
Maximum Hours Per Day Rule
Case 1
Case 2
Case 3
Case 4
Configuration Details
Maximum Hours Per Schedule Rule
Case 1
Case 2
Case 3
Case 4
Configuration Details
Minimum Hours Per Schedule Rule
Case 1
Case 2
Case 3
Configuration Details
Minimum Hours Per Shift Rule
Case 1
Case 2
Configuration Details
Skills Rule
Case 1
Case 2
Case 3
Configuration Details
Rule Configuration
Enabling the Validation Functionality
Activating Validation Rules
Setting Employee Settings
Schedule Validation
Registry Parameters
Customizations
Adding Quick Links
Configuring Schedule Publish Notifications
Displaying Additional Details
Displaying Additional Details in a Staffed Shift’s Cell
Displaying Additional Details using Employee Details (EMP_VAL)
MVS View Customizations
Static Column/Header Configuration
Additional Information
Balance Validation for Book-Off
Balance Validation Logic
Determining if Balance Validation is Required
Determining the Type of Balance Validation Logic
Estimating Future Balances
Full Day Absence Book-Offs
Balance Validation
Partial Day Absence
Balance Validation
Required Registries for Balance Validation
Most Qualified Employees
Glossary
Activity
Add and remove unstaffed shift
Ad-hoc Unstaffed Shifts
Auto Assign
Book-off
Cell
Census Data
Clear Schedule
Copy
Coverage
Day Part
Day Parts with Interval Mode
Day Part View
Eligible Employee
Employee View
Home Team
Job
Job Requirements
Job Requirements view
Labor Metrics
Locate
LTA Override
Multi-View Scheduler (MVS)
Non-Productive Shift Offset
Notify
On-Call
Parameter
Print
Productive Shift Offset
Publish
Remove/Delete
Schedule Compliance
Scheduled Team view
Schedule Period
Schedule Period View
Session
Shift Offset
Shift Offset Activity
Shift Pattern
Staffing Requirements
Start Dates
Summary Statistics
Swap
Team
Temporary Team
Unassigned employee
Unstaffed shift
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