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Infor Workforce Management Self-Scheduling User Guide
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About this guide
Intended audience
Related documents
Overview
Before you begin
System requirements
Self-Scheduling processes and groups
Self-Scheduling setup
Setting up Self-Scheduling
Self-scheduling groups
Creating a self-scheduling group
Editing a self-scheduling group
Removing employees and teams from self-scheduling groups
Deleting self-scheduling groups
Group sets
Creating a self-scheduling group set
Self-scheduling rules
Creating self-scheduling rules
Default hours and minutes
FTE in self-scheduling rules
Included time codes for self-scheduling rules
Shift templates in self-scheduling
Creating a shift template
Generate a schedule from a shift template for self-scheduling
Adding additional shifts after initial self-scheduling template generation
Self-scheduling process creation
Creating a Self Scheduling process
Starting, pausing, or closing a Self-Scheduling process
Security for multiple team process
Deleting a self-scheduling process
Deleting a Self-Scheduling time window
Editing and analyzing schedules
Creating default shifts
Using self scheduling
Self Scheduling screen
Selecting Self-Scheduling shifts
Default shifts
Removing self scheduling shifts from the schedule
Displaying scheduled hours in smartphone view
Include LTA in Scheduled Hours
Configuring Include LTA in Scheduled Hours
Self-Scheduler screen (ETM)
Accessing the RTSS
RTSS Scheduling panel
Monthly Calendar panel
Shifts Detail panel
Scheduling Rules panel
Selecting self-scheduling shifts (ETM)
Removing self-assigned shifts from a schedule (ETM)
Non-MVS shifts in self scheduling
RTSS registry parameters
Glossary
alert
closed self-scheduling process
FTE
Full-time Equivalent (FTE)
Multi-View Scheduler (MVS)
MVS
open self-scheduling process
Real-time Self-scheduler (RTSS)
RTSS
schedule compliance rules
schedule period
self-scheduling group
self-scheduling process
self-scheduling window
shift
shift definition
staffing requirements
team
working shift
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