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Infor Workforce Management Self Service Portal User Guide
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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
Canceling temporary availability pattern
View pending availability pattern requests
Review Clocks
Adding a new clock
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 the details and history of a time off request
Viewing an employee’s preferred job in time off request notifications
Approve Time Off page
Open Shift Manager
Tabs in Open Shift Manager
Pending Actions
Active Posts
Open Shifts
Completed
Sub-tabs in Open Shift Manager
Shift History
Post Details
Assignee
Display options in Open Shift Manager
Customizing shift types
Filtering shift cards on Open Shift Manager
Approving or rejecting shifts on the Pending Actions tab
Assigning shifts on the Open Shifts tab
Posting a shift to the Billboard on the Open Shifts tab
Broadcasting shifts on the Open Shifts tab
Assigning multi-award broadcast bidding shifts
Withdrawing posted shifts
Marking an MVS shift as Relief Not Needed
Messages
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