Infor Workforce Management Self Service Portal User Guide

Back

Forward

  • Copy URL
  • PDF
  • Print this page

Topic URL copied to clipboard

About this guide
Overview
Accessing the Self Service Portal
Basic navigation
My Profile
Updating contact information
Schedule Hub
Timesheet
My Forms
Messages
Acting as a proxy for another user
Logging off the Self Service Portal
Employee shift posting in the Self Service Portal
Posting shifts to the billboard in the Self Service Portal
Pending and active shift posts
Withdrawing shift posts in the Self Service Portal
Claiming and bidding on shifts
Filtering billboard shifts
Claiming shifts
Pending claims in Billboard
Viewing pending claims
Withdrawing pending claims
Bidding on shifts
Shift trades
Requesting a two-way shift trade in the Self Service Portal
Requesting a one-way shift trade in the Self Service Portal
Availability
Default availability patterns
Creating a default availability pattern
Editing default availability pattern
Temporary availability patterns
Creating a temporary availability pattern
Editing temporary availability pattern
Deleting temporary availability pattern
Review Clocks
Adding missed clocks
Self Scheduling
Using self scheduling
Selecting self scheduling shifts
Removing self scheduling shifts from the schedule
Displaying scheduled hours in smartphone view
Time off requests
Requesting time off
Viewing an employee’s preferred job in time off request notifications
Approve Time Off page
Display options on the Approve Time Off page
Grouping employees
Showing the balance column on the Approve Time Off page
Showing the time codes on the Approve Time Off page
Showing the scheduled shifts on the Approve Time Off page
Showing the Coverage Panel
Filtering the view of the Coverage Panel
Sorting and filtering time off requests on the Approve Time Off page
Selecting time off requests to view
Viewing schedule details from employee time off requests
Conditions for adding time off
Adding time off from the Approve Time Off page
Approving time off
Approving or denying multiple time off requests
Approve Time Off page in Draft Mode
Adding time off requests in Draft Create
Denying time off requests in Draft Delete
Publishing time off requests
Open Shift Manager
Display options in Open Shift Manager
Customizing shift types
Filtering shift cards on Open Shift Manager
Assigning or rejecting shifts
Assigning in Open Shifts tab
Withdrawing posted shifts
Marking an MVS shift as Relief Not Needed
Messages
  • Links
  • Feedback
  • Support
  • © Copyright 2025. Infor. All rights reserved.
  • Open link in new tab
  • Open link in new window
  • Copy link to clipboard