Task types

Task Type	Description	Reference
Add Teams to Details	Adds home team assignments to work details without team assignments.
Aggregate Task	Runs a group of Job Scheduler tasks sequentially at the scheduled time of the Aggregate Task. For example, you might want to set up an Aggregate Task that sequentially runs the payroll export task for each pay group at the end of the pay period.	See Aggregate Task.
Alert Task	Sends alert or notification messages to system users.	See Messaging.
Anytime Hours Processor Task	The Anytime Hours Processor task processes Anytime Hours in the Lawson ShiftMaker to WFM Schedule-Detail-Interface (SDI). This task cannot be run independently of the SDI task.
Archive Policy Runner	Used to schedule an archive task in the Job Scheduler for single-tenant and on-premises deployments.	Infor Workforce Management Application Configuration Guide
Archiving Policy Full Runner Task	Runs all archiving policy definitions that are marked as Enabled by default for new installations and multi-tenant deployments.	See the Infor Workforce Management User and Administration Library (On-premises and Single-tenant) and select Administrator > Application Configuration.
Archiving Task	Runs all archiving policy definitions by default for new installations, except for the WORKBRAIN SYS STATE PURGE archiving policy. This task archives up to 3650 days ago (10 years) or a value you specify. Runs defined policies, such as Payroll Data, at specified times for the archiving and purging of data from the core data source. Note: The WORKBRAIN SYS STATE PURGE archiving policy is also set up by default and is run by the Workbrain Sys State Purge task which is detailed below.	See the Infor Workforce Management User and Administration Library (On-premises and Single-tenant) and select Administrator > Application Configuration.
Asynchronous Processing Task	Processes tasks asynchronously that take an extended period to complete. These tasks can be processed as asynchronous tasks so that the delay does not affect regular use of the system. After the task completes, Workmail notifies the appropriate users.	See Payroll close.
Auto Assignment Scheduler Task	Facilitates the communication between the WFM application and the FICO XPress optimization servers. To use Auto-Assignment, an Auto Assignment Scheduler Task must be scheduled in the job scheduler.	See the Infor Workforce Management User and Administration Library and select Administration > Auto-Assignment.
Attendance Control Process Task	Determines the frequency with which the application processes Attendance Management events and violation records. For example, you can set auto-processing to occur on Sundays at 12:00PM. Data is processed day by day from the last processing date to the current date.	Attendance Management Guide
Balance Export Task	Exports Balances separate from the Payroll Export Task.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Batch Forecasting	For the forecast period defined, creates store-level forecasts of traffic patterns, based on volume indicators, such as revenue.	See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.
BatchForecastTraining	Trains the selected location, and its sub-locations and drivers, for machine learning forecasting by creating custom forecasting models based on historical data.	See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.
BatchGenerateSchedulesWithAutoAssignment	Creates a schedule at the store-level for a period, which is typically a week, using the Auto-Assignment model. If locations are using forecasts to determine staffing requirements, the Batch Forecasting task must be run before this task.	See the Infor Workforce Management User and Administration Library and select Administration > Auto-Assignment.
Batch Scheduling	Creates a schedule at the store-level for a period, which is typically a week. You must run the Batch Forecasting task before the Batch Scheduling task.	See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.
BillboardCleanUpTask	Removes shifts from the Shift Billboard when the shift start time is too close to the current time. Task parameters control how many minutes before the start time to remove shifts from the billboard.	See the Infor Workforce Management User and Administration Library and select Administrator > Shift Billboard.
ConvertLFSOtoAutoAssignment	Converts staff groups in LFSO to Auto-Assignment groups and profiles. Note: This task does not result to the complete migration of staff groups to Auto-Assignment. Manual updates are still required, particularly for employee flag filters.	See the Infor Workforce Management User and Administration Library and select Administrator > Auto-Assignment.
Data Replication Task	Checks which records have changed and replicates the changes to Data Lake using IMS. Note: This task should only be set up by customers who use the Data Lake feature of ION. To replicate data to Data Lake, this task requires a WFM deployment in Infor Cloud that integrates ION though IMS.	See the Infor Workforce Management Configuration Guide for Infor OS.
Data Replication Task For Custom Tables	Replicates custom tables in single-tenant cloud deployments.	See the Infor Workforce Management Configuration Guide for Infor OS.
Employee Table Synch Task	Synchronizes the EMPLOYEE table for the current date based on overrides that span the current date. This task must be scheduled to run every midnight.	See Employee overrides.
EMVSPublishRotationTask	Processes Master Rotation (MR) and One-time Schedule (OTS) rotations.	See the Infor Workforce Management User and Administration Library and select Administrator > MVS.
EMVSUnlockShiftTask	Clears locks from MVS shifts where the lock has timed out or is no longer relevant. Users can then perform edits to the unlocked shifts as required.	See the Infor Workforce Management User and Administration Library and select Administrator > MVS.
ERPWorkDetailExportTask	Exports timesheet data at regular intervals and enables the ERP system to ingest that data for quantity calculations and employee labor costing/accounting.	Integration Guide for Infor Factory Track and ERP Solutions
Export Task	Exports the data from the database into the staging table and then transmits the data to the external system.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Export Task (CSV Query)	Exports data from the database into the staging table and then transmits the data into a csv file format.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Export Task (Fixed Width Query)	Exports data from the database into the staging table and then transmits the data into fixed width file format.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Failed Clock Transactions Export	Retries any clock transactions that were not successfully transmitted to the external endpoint. The API call for failed instances is run up to the specified maximum number of retries.
File Transfer Task	Used with an import/export task and translation task using the aggregate task.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Full Recalculate Task	This task supplements the Recalculate Task. Run for absolute dates or relative dates as in Start of Day Task.	See Recalculation tasks.
Historical Volume Replication Task	In crisis situations with store closures and significantly lower sales volume for many months, the Historical Volume Replication Task can be used to replicate the historical sales volume (SO_RESULTS_DETAIL table) of drivers from one period to another to aid in forecast creation. This task includes a multiplier to adjust the original data and you can also select sub-locations of the location selected. Registry parameters are also available to control the multi-threading and database batching operations for this task.	See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.
Holiday Assignment Task	Runs the holiday assignment process for the calculation groups specified.	See Holidays.
Import Task	Imports data from an external system into the WBINT_IMPORT table. Performed before the Interface Task.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Import Task Fixed Width	Imports data from a fixed width file into the WBINT_IMPORT table. Performed before the Interface Task.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Import Task Multi Row	Runs the import task for the Employee Import process.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
IMS Bod Processing Task	Processes all inbound BODs that WFM is configured to receive. For example, user information from Infor OS Portal.	See the Infor Workforce Management Configuration Guide for Infor OS.
IMS Bod Publishing Task	Publishes all outbound BODs that WFM is configured to send. For example, security group information to Infor OS Portal.	See the Infor Workforce Management Configuration Guide for Infor OS.
IMS File Processing Task	The IMS File Processing Task enables WFM to receive flat files (CSV files) without requiring a Secure FTP (SFTP) server. The IMS endpoint transfers these compressed files directly into a working folder within the Job Scheduler folders, using the IMSFileProcessing task.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
IMS File Transfer Task	Publishes files located in job scheduler directories through IMS. Exports files with a default size of 5 MiB using flat file type document names.
IMS Outbound Document Publishing Task	Retries publishing BODs that failed to publish.	See the Infor Workforce Management Configuration Guide for Infor OS.
Interface Task	Schedules a task to process entries in the import staging table and inserts them into the database. Transforms the imported data in WBINT_IMPORT (see Import Task, above) into application objects. The Interface Task should be scheduled to run after an import task has been run.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Job Qualification Update Task	Updates employee job qualifications in the Multiview Scheduler.	Multiview Scheduler User Guide and Training Qualifications Guide
Labor Budgeting - Actuals Copy	Copies sales and payroll actuals so that they can be displayed in a layout on the Worksheet.	Budget Creation and Management Guide
Labor Budgeting - Actuals Summary Aggregation	Aggregates the LFSO volume type data into daily values.	Budget Creation and Management Guide
Labor Budgeting - Copy	Create a copy of a plan and the related layout.	Budget Creation and Management Guide
Labor Budgeting - Forecast Generation	Generates a new forecast and updates existing forecasts. The forecast can be generated periodically, as defined in the task parameters, or manually using the Labor Budgeting module.	Budget Creation and Management Guide
Labor Budgeting - Non Prod Hour Summary Aggregation	Budget Creation only. Aggregates historical non-productive hours from the WORK_DETAIL and WORK_SUMMARY tables in Time and Attendance so they can be used to estimate future non-productive hours in bottom-up projections.	Budget Creation and Management Guide
LogOpenConnectionsStatementsAndResultsTask	This task logs all cases of open connections to a log file that is configured with appropriate appenders in your logback.xml configuration. You should also start the Job Scheduler with the `-Dworkbrain.jdbc.debug=true` JVM parameter. By default, this task runs every 15 minutes for multi-tenant deployments but needs to be scheduled for single-tenant and on-premises deployments.	See the Infor Workforce Management Installation and Configuration Guide.
Mail Forwarder Task	Sends (forwards) email messages from the WFM system to an external mail server.	Installation and Configuration Guide Infor Workforce Management Application Configuration Guide.
Make Availability Reportable Task	Makes availability data reportable in Cognos.	Workforce Management Reports User Guide
Migrate Task	This task is created and automatically run during the migration process to complete the inbound migration. After the task is complete, a Workmail message is sent stating that the migration has completed successfully.	Infor Workforce Management Application Configuration Guide.
Migration Export Task	The task that is automatically triggered as part of the export when using the data migration tool. The user that triggered the migration also receives a Workmail that the migration export is finished along with some details of the migration.	Infor Workforce Management Application Configuration Guide.
Migration Import Task	This task imports the Inbound Migration file when migrating data with the data migration tool. You can also verify that the task completed successfully in the Job Scheduler task log.	Infor Workforce Management Application Configuration Guide.
MobileShiftOfferCleanTask	This task removes bad shift data caused by errors within a third party Mobile Shift Offer tool.	See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.
OTE Group Reset Task		Infor Workforce Management Registry Parameter Reference Guide
Override Value Convert Task	This task converts existing overrides between the legacy override format and the upgraded override format. In the legacy format, denormalized override values are stored in the OVERRIDE table. In the upgrade format, normalized override values are stored in a separate OVERRIDE_VALUE, with foreign key links to the OVERRIDE table. You can convert overrides from denormalized values to normalized values, or from normalized to denormalized. Note: You must enable this task in the registry before you can schedule it in the Job Scheduler. Under system/tasks, add a parameter with these values: Node Name: Specify Override Value Convert Task. Type: Select Variable. Object Type: Select java.lang.String. Object Value: Specify com.workbrain.app.ta.ruleengine.OverrideValueConvertTask.	See Override migration.
PayrollBasedJournalTask	This task is used in single-tenant and on-premises deployments to generate a Workmail message with an Excel formatted report for verification and an XML formatted report which can be uploaded to the PBJ system. Using the report generated by this task you can export the employee staffing information and hours required by CMS directly from the system. The report displays employee Hire and Termination dates, and any hours worked for the facility selected.	See the Infor Workforce Management User and Administration Library and select User > Reporting > Reports.
Payroll Export Enhanced Task	Used to identify which pay groups to export. Used in conjunction with the Payroll Close Wizard.	See Payroll close.
Payroll Export Task	Defines the payroll export definition.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Payroll Export Task - Off Cycle Retros	Used to export retroactive adjustments for a pay group.
Payroll - Readiness Notification	The Payroll Readiness notification occurs after the lockdown date and alerts users, such as supervisors who have privileges to access the timesheets after the lockdown date, that the Payroll Close process should be started soon. The intent is to notify the payroll administrators that they should begin closing out the pay period.	See Payroll close.
Payroll - Unauthorized Records Notification	The Unauthorized Records notification occurs after the lockdown date and alerts users, such as supervisors who have privileges to access the timesheets after the lockdown date, whether unauthorized records still exist for the employees under their supervision.	See Payroll close.
ProductionPlanShiftGeneration	The ProductionPlanShiftGeneration task is used in the Production Workload feature in MVS to generate schedules for production plans.	See the Infor Workforce Management User and Administration Library and select Administrator > MVS.
Publish Schedule Task	Publishes batch schedules for a location with a minimum day offset.	LFSO Implementation and Administration Guide
RTSS Compliance Violations Report Task	An RTSS compliance violations report is an information tool that identifies which employees self-scheduled shifts in spite of warnings that they received from RTSS.	See the Infor Workforce Management User and Administration Library and select User > MVS > Self Scheduling.
RTSS Notification Task	Sends alerts to employees to notify them about the opening and closing of RTSS processes and windows.	See the Infor Workforce Management User and Administration Library and select User > MVS > Self Scheduling.
RTSS Schedule Creation Task	Creates unassigned shifts for RTSS processes to send to the Self-Scheduler and sets the status of the process from PENDING to OPEN.	See the Infor Workforce Management User and Administration Library and select Administrator > MVS.
RTSS Update Status Task	Closes RTSS processes if the window end date has passed and the process is in PENDING, OPEN, or PAUSED status.	See the Infor Workforce Management User and Administration Library and select User > MVS > Self Scheduling.
Readers - Archive Files	Archives old .xml and .don files.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Readers - Export Directives	Exports all database changes to reader servers (monitors change history).	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Readers - Export Schedules Directives	Exports employee schedules to reader servers.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Readers - Ftp Transport	Transports .smf and .xml files to and from an FTP server.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Readers - Import Transactions	Imports .xml transaction files into the pending table.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Readers - Process Clocks	Processes the clocks from the pending table into the timesheet.	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Recalculate Task	Used to augment the AutoRecalc engine, which is not sufficient for all processes in the system. You can run the task for specified calculation groups and define different parameters to meet the needs of different calculation groups. This task is supplemented by the Full Recalculate Task.	See Recalculation tasks.
RejectComplianceViolatedPostingTask	Reevaluates schedule compliance on shifts that have been posted to the Shift Billboard. Removes shifts from the billboard if removing them from the posting employee's schedule would cause schedule compliance errors.	See the Infor Workforce Management User and Administration Library and select Administrator > Shift Billboard.
Review Clocks Warning Task	This task generates the warnings that are shown in the Review Clocks page in the Self Service Portal. The warnings indicate which days have missing clocks, or clocks that were recorded from the sequence.	See the Infor Workforce Management User and Administration Library and select Administrator > Self Service Portal.
Rules Applied Cleaner Task	Used to clear the WRKS_RULES_APPLIED column in the WORK_SUMMARY table and the WRKSA_RULES_APPLIED column in the WORK_DETAIL_ADJUST table.	See Rules Applied Cleaner Task.
Schedule Cleanup Task	Adjusts employee schedules in response to an event.	See the Infor Workforce Management User and Administration Library and select Administrator > MVS.
Scheduled Employee Interface Task	Creates communication between WFM and the Care Assignment product. This task sends information about the scheduled employees from WFM to the Care Assignment product. This product then assigns patients to available employee care givers.	See the Infor Workforce Management User and Administration Library and select Administrator > MVS.
Scheduled Hours Interface Task	Creates communication between WFM and the Care Workload product. This task sends Required Workload Hours and Census information from the Care Workload product to WFM, and Actual Scheduled Hours from WFM to the Care Workload product.	See the Infor Workforce Management User and Administration Library and select Administrator > MVS.
Schedule Metrics Calculation Task	Calculates a schedule's current metrics - coverage and efficiency. The task calculates and stores the current metrics of all the schedules which belong to the selected location or any child location and falls within the selected date range.	Infor Workforce Management Reports User Guide
SecureFileTransferTask	The Secure File Transfer Task permits Infor System Administrators to transfer files to a specified domain/server using a pre-configured SFTP server. You can also use private key authentication if your SFTP server is configured to support this. You can schedule the Secure File Transfer Task to transfer transaction files from the external system to the WFM application (import) or send files from the application to the external system (export).	See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.
Shift Offer Expiry Task	Changes unawarded shift status to expired after the Offer Window has timed out. Additionally, this task sends a notification to the roles selected in the task parameters.	See the Infor Workforce Management User and Administration Library and select Administrator > Shift Billboard.
Skill Expiry Notification Task	Sends a notification to employees when a course associated with their skills expires.	See the Training Qualifications User Guide .
Start Of Day Task	Creates default employee records. You can create records for calculation or pay groups, and you can select the dates for which to create the records. The Start of Day task, defined at the system level, creates work summaries and employee schedule records for every active employee.	See Scheduling the Start of Day Task .
Table Driven Employee Date Range Recalculation Task	Recalculates payroll records based on entries in the recalculation table (TA_CALC_EMP_DATES). This table stores employees and dates that require recalculation based on employee imports.	See Table Driven Employee Date Range Recalculation Task.
Task Management Task Distributor	Distributes tasks in Task Management to the locations where they are assigned.	See theInfor Workforce Management Task Management Guide.
Team Schedule Cleanup Task	Adjusts MVS schedules for specified teams during a specified future date range.	See the Infor Workforce Management User and Administration Library and select Administrator > MVS.
Test Task	Performs test job runs without affecting the application.
Timesheet Lockdown Task	Locks down timesheets for non-supervisor users as per the pay group configuration. Used as part of the payroll close process.	See Payroll close.
Timesheet Lockout Approaching Notification Task	Sends an alert to non-supervisor system users that their timesheet is locked down in preparation for export to payroll. Used as part of the payroll close process.	SeePayroll close.
Time Approval Records Task	The Time Approval Records Task controls the creation of time approval records and the status of the associated timesheets. For there to be records to approve, you must schedule and configure the Time Approval Records Task.	See the Infor Workforce Management User and Administration Library and select Administrator > Time and Attendance > Time Approval.
Workbrain Sys State Purge	Purges records from the WORKBRAIN_SYS_STATE table according to the WORKBRAIN SYS STATE PURGE archiving policy for single-tenant and on-premises deployments. This task is not available by default. To follow best practices, enable it.	Infor Workforce Management Application Configuration Guide.
Workbrain User Name Change Task	Used by deployments that use Infor OS Portal as the system of record for user information to accommodate the changes of Distinguished Name field in Infor OS Portal IFS. Note: We strongly recommend that customers do not modify the Distinguished Name field in Infor OS Portal IFS. If the Distinguished Name field is modified, this task must be run to avoid data discrepancies. For more information, see the Infor Workforce Management Configuration Guide for Infor OS.	See the Infor Workforce Management Configuration Guide for Infor OS.
Workflow Monitor Task	Monitors Workflow Engine tasks. If a task runs beyond the period specified in this task's parameters, the system deletes the workflow task's locks.
Workflow Task	Runs Workflow Engine tasks.	Infor Workforce Management Application Configuration Guide
Workflow Timer Task

Add Teams to Details

Adds home team assignments to work details without team assignments.

Aggregate Task

Runs a group of Job Scheduler tasks sequentially at the scheduled time of the Aggregate Task. For example, you might want to set up an Aggregate Task that sequentially runs the payroll export task for each pay group at the end of the pay period.

See Aggregate Task.

Alert Task

Sends alert or notification messages to system users.

See Messaging.

Anytime Hours Processor Task

The Anytime Hours Processor task processes Anytime Hours in the Lawson ShiftMaker to WFM Schedule-Detail-Interface (SDI). This task cannot be run independently of the SDI task.

Archive Policy Runner

Used to schedule an archive task in the Job Scheduler for single-tenant and on-premises deployments.

Infor Workforce Management Application Configuration Guide

Archiving Policy Full Runner Task

Runs all archiving policy definitions that are marked as by default for new installations and multi-tenant deployments.

See the Infor Workforce Management User and Administration Library (On-premises and Single-tenant) and select Administrator > Application Configuration.

Archiving Task

Runs all archiving policy definitions by default for new installations, except for the WORKBRAIN SYS STATE PURGE archiving policy. This task archives up to 3650 days ago (10 years) or a value you specify. Runs defined policies, such as Payroll Data, at specified times for the archiving and purging of data from the core data source.

Note: The WORKBRAIN SYS STATE PURGE archiving policy is also set up by default and is run by the Workbrain Sys State Purge task which is detailed below.

See the Infor Workforce Management User and Administration Library (On-premises and Single-tenant) and select Administrator > Application Configuration.

Asynchronous Processing Task

Processes tasks asynchronously that take an extended period to complete. These tasks can be processed as asynchronous tasks so that the delay does not affect regular use of the system. After the task completes, Workmail notifies the appropriate users.

See Payroll close.

Auto Assignment Scheduler Task

Facilitates the communication between the WFM application and the FICO XPress optimization servers. To use Auto-Assignment, an Auto Assignment Scheduler Task must be scheduled in the job scheduler.

See the Infor Workforce Management User and Administration Library and select Administration > Auto-Assignment.

Attendance Control Process Task

Determines the frequency with which the application processes Attendance Management events and violation records. For example, you can set auto-processing to occur on Sundays at 12:00PM. Data is processed day by day from the last processing date to the current date.

Attendance Management Guide

Balance Export Task

Exports Balances separate from the Payroll Export Task.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Batch Forecasting

For the forecast period defined, creates store-level forecasts of traffic patterns, based on volume indicators, such as revenue.

See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.

BatchForecastTraining

Trains the selected location, and its sub-locations and drivers, for machine learning forecasting by creating custom forecasting models based on historical data.

See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.

BatchGenerateSchedulesWithAutoAssignment

Creates a schedule at the store-level for a period, which is typically a week, using the Auto-Assignment model. If locations are using forecasts to determine staffing requirements, the Batch Forecasting task must be run before this task.

See the Infor Workforce Management User and Administration Library and select Administration > Auto-Assignment.

Batch Scheduling

Creates a schedule at the store-level for a period, which is typically a week. You must run the Batch Forecasting task before the Batch Scheduling task.

See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.

BillboardCleanUpTask

Removes shifts from the Shift Billboard when the shift start time is too close to the current time. Task parameters control how many minutes before the start time to remove shifts from the billboard.

See the Infor Workforce Management User and Administration Library and select Administrator > Shift Billboard.

ConvertLFSOtoAutoAssignment

Converts staff groups in LFSO to Auto-Assignment groups and profiles.

Note: This task does not result to the complete migration of staff groups to Auto-Assignment. Manual updates are still required, particularly for employee flag filters.

See the Infor Workforce Management User and Administration Library and select Administrator > Auto-Assignment.

Data Replication Task

Checks which records have changed and replicates the changes to Data Lake using IMS.

Note: This task should only be set up by customers who use the Data Lake feature of ION. To replicate data to Data Lake, this task requires a WFM deployment in Infor Cloud that integrates ION though IMS.

See the Infor Workforce Management Configuration Guide for Infor OS.

Data Replication Task For Custom Tables

Replicates custom tables in single-tenant cloud deployments.

See the Infor Workforce Management Configuration Guide for Infor OS.

Employee Table Synch Task

Synchronizes the EMPLOYEE table for the current date based on overrides that span the current date. This task must be scheduled to run every midnight.

See Employee overrides.

EMVSPublishRotationTask

Processes Master Rotation (MR) and One-time Schedule (OTS) rotations.

See the Infor Workforce Management User and Administration Library and select Administrator > MVS.

EMVSUnlockShiftTask

Clears locks from MVS shifts where the lock has timed out or is no longer relevant. Users can then perform edits to the unlocked shifts as required.

See the Infor Workforce Management User and Administration Library and select Administrator > MVS.

ERPWorkDetailExportTask

Exports timesheet data at regular intervals and enables the ERP system to ingest that data for quantity calculations and employee labor costing/accounting.

Integration Guide for Infor Factory Track and ERP Solutions

Export Task

Exports the data from the database into the staging table and then transmits the data to the external system.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Export Task (CSV Query)

Exports data from the database into the staging table and then transmits the data into a csv file format.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Export Task (Fixed Width Query)

Exports data from the database into the staging table and then transmits the data into fixed width file format.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Failed Clock Transactions Export

Retries any clock transactions that were not successfully transmitted to the external endpoint. The API call for failed instances is run up to the specified maximum number of retries.

File Transfer Task

Used with an import/export task and translation task using the aggregate task.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Full Recalculate Task

This task supplements the Recalculate Task. Run for absolute dates or relative dates as in Start of Day Task.

See Recalculation tasks.

Historical Volume Replication Task

In crisis situations with store closures and significantly lower sales volume for many months, the Historical Volume Replication Task can be used to replicate the historical sales volume (SO_RESULTS_DETAIL table) of drivers from one period to another to aid in forecast creation. This task includes a multiplier to adjust the original data and you can also select sub-locations of the location selected. Registry parameters are also available to control the multi-threading and database batching operations for this task.

See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.

Holiday Assignment Task

Runs the holiday assignment process for the calculation groups specified.

See Holidays.

Import Task

Imports data from an external system into the WBINT_IMPORT table. Performed before the Interface Task.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Import Task Fixed Width

Imports data from a fixed width file into the WBINT_IMPORT table. Performed before the Interface Task.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Import Task Multi Row

Runs the import task for the Employee Import process.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

IMS Bod Processing Task

Processes all inbound BODs that WFM is configured to receive. For example, user information from Infor OS Portal.

See the Infor Workforce Management Configuration Guide for Infor OS.

IMS Bod Publishing Task

Publishes all outbound BODs that WFM is configured to send. For example, security group information to Infor OS Portal.

See the Infor Workforce Management Configuration Guide for Infor OS.

IMS File Processing Task

The IMS File Processing Task enables WFM to receive flat files (CSV files) without requiring a Secure FTP (SFTP) server. The IMS endpoint transfers these compressed files directly into a working folder within the Job Scheduler folders, using the IMSFileProcessing task.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

IMS File Transfer Task

Publishes files located in job scheduler directories through IMS. Exports files with a default size of 5 MiB using flat file type document names.

IMS Outbound Document Publishing Task

Retries publishing BODs that failed to publish.

See the Infor Workforce Management Configuration Guide for Infor OS.

Interface Task

Schedules a task to process entries in the import staging table and inserts them into the database. Transforms the imported data in WBINT_IMPORT (see Import Task, above) into application objects. The Interface Task should be scheduled to run after an import task has been run.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Job Qualification Update Task

Updates employee job qualifications in the Multiview Scheduler.

Multiview Scheduler User Guide and Training Qualifications Guide

Labor Budgeting - Actuals Copy

Copies sales and payroll actuals so that they can be displayed in a layout on the Worksheet.

Budget Creation and Management Guide

Labor Budgeting - Actuals Summary Aggregation

Aggregates the LFSO volume type data into daily values.

Budget Creation and Management Guide

Labor Budgeting - Copy

Create a copy of a plan and the related layout.

Budget Creation and Management Guide

Labor Budgeting - Forecast Generation

Generates a new forecast and updates existing forecasts. The forecast can be generated periodically, as defined in the task parameters, or manually using the Labor Budgeting module.

Budget Creation and Management Guide

Labor Budgeting - Non Prod Hour Summary Aggregation

Budget Creation only. Aggregates historical non-productive hours from the WORK_DETAIL and WORK_SUMMARY tables in Time and Attendance so they can be used to estimate future non-productive hours in bottom-up projections.

Budget Creation and Management Guide

LogOpenConnectionsStatementsAndResultsTask

This task logs all cases of open connections to a log file that is configured with appropriate appenders in your logback.xml configuration. You should also start the Job Scheduler with the -Dworkbrain.jdbc.debug=true JVM parameter.

By default, this task runs every 15 minutes for multi-tenant deployments but needs to be scheduled for single-tenant and on-premises deployments.

See the Infor Workforce Management Installation and Configuration Guide.

Mail Forwarder Task

Sends (forwards) email messages from the WFM system to an external mail server.

Installation and Configuration Guide

Infor Workforce Management Application Configuration Guide.

Make Availability Reportable Task

Makes availability data reportable in Cognos.

Workforce Management Reports User Guide

Migrate Task

This task is created and automatically run during the migration process to complete the inbound migration. After the task is complete, a Workmail message is sent stating that the migration has completed successfully.

Infor Workforce Management Application Configuration Guide.

Migration Export Task

The task that is automatically triggered as part of the export when using the data migration tool. The user that triggered the migration also receives a Workmail that the migration export is finished along with some details of the migration.

Infor Workforce Management Application Configuration Guide.

Migration Import Task

This task imports the Inbound Migration file when migrating data with the data migration tool. You can also verify that the task completed successfully in the Job Scheduler task log.

Infor Workforce Management Application Configuration Guide.

MobileShiftOfferCleanTask

This task removes bad shift data caused by errors within a third party Mobile Shift Offer tool.

See the Infor Workforce Management User and Administration Library and select Administrator > LFSO > LFSO Implementation.

OTE Group Reset Task

Infor Workforce Management Registry Parameter Reference Guide

Override Value Convert Task

This task converts existing overrides between the legacy override format and the upgraded override format. In the legacy format, denormalized override values are stored in the OVERRIDE table. In the upgrade format, normalized override values are stored in a separate OVERRIDE_VALUE, with foreign key links to the OVERRIDE table.

You can convert overrides from denormalized values to normalized values, or from normalized to denormalized.

Note: You must enable this task in the registry before you can schedule it in the Job Scheduler. Under system/tasks, add a parameter with these values:

Node Name: Specify Override Value Convert Task.
Type: Select Variable.
Object Type: Select java.lang.String.
Object Value: Specify com.workbrain.app.ta.ruleengine.OverrideValueConvertTask.

See Override migration.

PayrollBasedJournalTask

This task is used in single-tenant and on-premises deployments to generate a Workmail message with an Excel formatted report for verification and an XML formatted report which can be uploaded to the PBJ system.

Using the report generated by this task you can export the employee staffing information and hours required by CMS directly from the system. The report displays employee Hire and Termination dates, and any hours worked for the facility selected.

See the Infor Workforce Management User and Administration Library and select User > Reporting > Reports.

Payroll Export Enhanced Task

Used to identify which pay groups to export. Used in conjunction with the Payroll Close Wizard.

See Payroll close.

Payroll Export Task

Defines the payroll export definition.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Payroll Export Task - Off Cycle Retros

Used to export retroactive adjustments for a pay group.

Payroll - Readiness Notification

The Payroll Readiness notification occurs after the lockdown date and alerts users, such as supervisors who have privileges to access the timesheets after the lockdown date, that the Payroll Close process should be started soon. The intent is to notify the payroll administrators that they should begin closing out the pay period.

See Payroll close.

Payroll - Unauthorized Records Notification

The Unauthorized Records notification occurs after the lockdown date and alerts users, such as supervisors who have privileges to access the timesheets after the lockdown date, whether unauthorized records still exist for the employees under their supervision.

See Payroll close.

ProductionPlanShiftGeneration

The ProductionPlanShiftGeneration task is used in the Production Workload feature in MVS to generate schedules for production plans.

See the Infor Workforce Management User and Administration Library and select Administrator > MVS.

Publish Schedule Task

Publishes batch schedules for a location with a minimum day offset.

LFSO Implementation and Administration Guide

RTSS Compliance Violations Report Task

An RTSS compliance violations report is an information tool that identifies which employees self-scheduled shifts in spite of warnings that they received from RTSS.

See the Infor Workforce Management User and Administration Library and select User > MVS > Self Scheduling.

RTSS Notification Task

Sends alerts to employees to notify them about the opening and closing of RTSS processes and windows.

See the Infor Workforce Management User and Administration Library and select User > MVS > Self Scheduling.

RTSS Schedule Creation Task

Creates unassigned shifts for RTSS processes to send to the Self-Scheduler and sets the status of the process from PENDING to OPEN.

See the Infor Workforce Management User and Administration Library and select Administrator > MVS.

RTSS Update Status Task

Closes RTSS processes if the window end date has passed and the process is in PENDING, OPEN, or PAUSED status.

See the Infor Workforce Management User and Administration Library and select User > MVS > Self Scheduling.

Readers - Archive Files

Archives old .xml and .don files.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Readers - Export Directives

Exports all database changes to reader servers (monitors change history).

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Readers - Export Schedules Directives

Exports employee schedules to reader servers.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Readers - Ftp Transport

Transports .smf and .xml files to and from an FTP server.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Readers - Import Transactions

Imports .xml transaction files into the pending table.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Readers - Process Clocks

Processes the clocks from the pending table into the timesheet.

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Recalculate Task

Used to augment the AutoRecalc engine, which is not sufficient for all processes in the system.

You can run the task for specified calculation groups and define different parameters to meet the needs of different calculation groups.

This task is supplemented by the Full Recalculate Task.

See Recalculation tasks.

RejectComplianceViolatedPostingTask

Reevaluates schedule compliance on shifts that have been posted to the Shift Billboard. Removes shifts from the billboard if removing them from the posting employee's schedule would cause schedule compliance errors.

See the Infor Workforce Management User and Administration Library and select Administrator > Shift Billboard.

Review Clocks Warning Task

This task generates the warnings that are shown in the Review Clocks page in the Self Service Portal. The warnings indicate which days have missing clocks, or clocks that were recorded from the sequence.

See the Infor Workforce Management User and Administration Library and select Administrator > Self Service Portal.

Rules Applied Cleaner Task

Used to clear the WRKS_RULES_APPLIED column in the WORK_SUMMARY table and the WRKSA_RULES_APPLIED column in the WORK_DETAIL_ADJUST table.

See Rules Applied Cleaner Task.

Schedule Cleanup Task

Adjusts employee schedules in response to an event.

See the Infor Workforce Management User and Administration Library and select Administrator > MVS.

Scheduled Employee Interface Task

Creates communication between WFM and the Care Assignment product.

This task sends information about the scheduled employees from WFM to the Care Assignment product. This product then assigns patients to available employee care givers.

See the Infor Workforce Management User and Administration Library and select Administrator > MVS.

Scheduled Hours Interface Task

Creates communication between WFM and the Care Workload product.

This task sends Required Workload Hours and Census information from the Care Workload product to WFM, and Actual Scheduled Hours from WFM to the Care Workload product.

See the Infor Workforce Management User and Administration Library and select Administrator > MVS.

Schedule Metrics Calculation Task

Calculates a schedule's current metrics - coverage and efficiency.

The task calculates and stores the current metrics of all the schedules which belong to the selected location or any child location and falls within the selected date range.

Infor Workforce Management Reports User Guide

SecureFileTransferTask

The Secure File Transfer Task permits Infor System Administrators to transfer files to a specified domain/server using a pre-configured SFTP server. You can also use private key authentication if your SFTP server is configured to support this.

You can schedule the Secure File Transfer Task to transfer transaction files from the external system to the WFM application (import) or send files from the application to the external system (export).

See the Infor Workforce Management User and Administration Library and select Administrator > WFM Platform > Interfaces.

Shift Offer Expiry Task

Changes unawarded shift status to expired after the Offer Window has timed out. Additionally, this task sends a notification to the roles selected in the task parameters.

See the Infor Workforce Management User and Administration Library and select Administrator > Shift Billboard.

Skill Expiry Notification Task

Sends a notification to employees when a course associated with their skills expires.

See the Training Qualifications User Guide .

Start Of Day Task

Creates default employee records. You can create records for calculation or pay groups, and you can select the dates for which to create the records.

The Start of Day task, defined at the system level, creates work summaries and employee schedule records for every active employee.

See Scheduling the Start of Day Task .

Table Driven Employee Date Range Recalculation Task

Recalculates payroll records based on entries in the recalculation table (TA_CALC_EMP_DATES). This table stores employees and dates that require recalculation based on employee imports.

See Table Driven Employee Date Range Recalculation Task.

Task Management Task Distributor

Distributes tasks in Task Management to the locations where they are assigned.

See theInfor Workforce Management Task Management Guide.

Team Schedule Cleanup Task

Adjusts MVS schedules for specified teams during a specified future date range.

See the Infor Workforce Management User and Administration Library and select Administrator > MVS.

Test Task

Performs test job runs without affecting the application.

Timesheet Lockdown Task

Locks down timesheets for non-supervisor users as per the pay group configuration. Used as part of the payroll close process.

See Payroll close.

Timesheet Lockout Approaching Notification Task

Sends an alert to non-supervisor system users that their timesheet is locked down in preparation for export to payroll. Used as part of the payroll close process.

SeePayroll close.

Time Approval Records Task

The Time Approval Records Task controls the creation of time approval records and the status of the associated timesheets. For there to be records to approve, you must schedule and configure the Time Approval Records Task.

See the Infor Workforce Management User and Administration Library and select Administrator > Time and Attendance > Time Approval.

Workbrain Sys State Purge

Purges records from the WORKBRAIN_SYS_STATE table according to the WORKBRAIN SYS STATE PURGE archiving policy for single-tenant and on-premises deployments. This task is not available by default. To follow best practices, enable it.

Infor Workforce Management Application Configuration Guide.

Workbrain User Name Change Task

Used by deployments that use Infor OS Portal as the system of record for user information to accommodate the changes of Distinguished Name field in Infor OS Portal IFS.

Note: We strongly recommend that customers do not modify the Distinguished Name field in Infor OS Portal IFS. If the Distinguished Name field is modified, this task must be run to avoid data discrepancies. For more information, see the Infor Workforce Management Configuration Guide for Infor OS.

See the Infor Workforce Management Configuration Guide for Infor OS.

Workflow Monitor Task

Monitors Workflow Engine tasks. If a task runs beyond the period specified in this task's parameters, the system deletes the workflow task's locks.

Workflow Task

Runs Workflow Engine tasks.

Infor Workforce Management Application Configuration Guide

Workflow Timer Task