Generate a schedule from a shift template for self-scheduling

You can create shifts for the self-scheduling process by generating the schedule from the shift template. Follow the steps in "Schedule generation" in the Infor Workforce Management Multiview Scheduler User Guide to generate a schedule for self-scheduling.

Select these options when generating the schedule:

In the Templates tab, select the check box for the shift templates to use to generate the schedule.
In the Generate tab, select the Generate unassigned shifts check box and select the Create as unpublished shifts option.

After the schedule has been generated, you can create a self-scheduling process to offer the shifts to employees.

Note: Booked-off shifts with Relief Not Needed (RNN) or Relief Not Found (RNF) status are handled during schedule generation by the configuration key SS_EXCLUDE_BOOKED_OFF_RNN_RNF_STATUSES setting. If set to True, booked-off RNN/RNF shifts are not counted as existing shifts. Replacement shifts are generated and made available for self-scheduling.

If set to False, booked-off RNN/RNF shifts are counted in the template requirements. No replacement shifts are generated, and those time slots remain unavailable for self-scheduling.

Partial booked-off shifts are treated as fully booked-off and partial hour support is not available.