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Infor Workforce Management Time Off Planner User Guide
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About this guide
Related documents
Overview
Configuration
Time off types
Adding time off types
Routing notifications by time off type
Limiting approval by role
Advance pay time off types
Unpaid time off types
Unscheduled time off types
Configuring an unscheduled time off type
Time off reasons
Adding a time off reason
Time off duration
Adding a time off duration
Attachments to time off requests
Blackout team calendars
Defining a blackout team calendar
Editing a blackout team calendar
Configuring the Time Off Calendar
Balance information card
Security group configuration
Displaying schedule information
Premium and elapsed time overrides
Localizing the format of the minimum interval message
Multi-level approval workflow
Time off request approval for MVS users
Time Off Request approval form for 6.0.2 MVS users
Configuring the Time Off Request form for relief shift generation upon approvals
Using the Time Off Calendar
Submitting time off requests
Viewing the details and history of a time off request
Canceling an unsubmitted time off request
Canceling a submitted time off request
Approve Time Off page
Status icons on the 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 Time Off Quotas 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
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
Adding a time off period
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
Time Off Approval page
Approving time off requests
Viewing an employee's balance information
Displaying employee schedules when approving requests
Displaying balance information when approving requests
Submitting requests on behalf of an employee
Recalling an approved request
Filtering by request status
Configuring the request status filter options
Filtering by time codes
Sorting by employee information
Filtering by teams
Displaying the team description on the Time Off Approval page
Displaying a disclaimer on time off requests
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