Task types

Task Type	Description	Reference
Add Teams to Details	Specifies work details without team assignments with home 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.	Aggregate Task
Alert Task	Sends alert or notification messages to system users.	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		Infor Workforce Management Tools Administration Guide
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.	For more information on the archiving policies that are available and configuration options, see Runs defined policies, such as Payroll Data, atInfor Workforce Management Tools Administration Guide.
Asynchronous 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.	Payroll Close Overview
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
Batch Forecasting	For the forecast period defined, creates store-level forecasts of traffic patterns, based on volume indicators, such as revenue.	LFSO Implementation and Administration Guide
BatchForecastTraining	Trains the selected location, and its sub-locations and drivers, for machine learning forecasting by creating custom forecasting models based on historical data.	LFSO Implementation and Administration Guide
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.	Auto-Assignment Implementation Guide
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.	LFSO Implementation and Administration Guide
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 that intend to 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.	Configuration Guide for Infor Operating Service – Cloud Edition
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.	Employee overrides
Export Task	Exports the data from the database into the staging table and then transmits the data to the external system.	Interfaces
Export Task (CSV Query)	Exports data from the database into the staging table and then transmits the data into a csv file format.	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.	Interfaces
External Command Task	Runs tasks external to the operating system, for example, you can execute batch files.
File Transfer Task	Used with an import/export task and translation task using the aggregate task.	Interfaces
Full Recalculate Task	This task supplements the Recalculate Task. Run for absolute dates or relative dates as in Start of Day Task.	Full Recalculate Task
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 that allows you 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.	Infor Workforce Management LFSO Implementation and Administration Guide.
Holiday Assignment Task	Runs the holiday assignment process for the calculation groups specified.	Holiday Management
Import Task	Imports data from an external system into the WBINT_IMPORT table. Performed before the Interface Task.	Interfaces
Import Task Fixed Width	Imports data from a fixed width file into the WBINT_IMPORT table. Performed before the Interface Task.	Interfaces
Import Task Multi Row
IMS Bod Processing Task	Processes all inbound BODs that WFM is configured to receive. For example, user information from Infor Ming.le or maintenance order information from Infor EAM.	Configuration Guide for Infor Operating Service – Cloud Edition
IMS Bod Publishing Task	Publishes all outbound BODs that WFM is configured to send. For example, security group information to Infor Ming.le.	Configuration Guide for Infor Operating Service – Cloud Edition
IMS Publishing Retry Task	Retries publishing BODs that failed to publish.	Configuration Guide for Infor Operating Service – Cloud Edition
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.	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 either 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
Mail Forwarder Task	Sends (forwards) e-mail messages from the WFM system to an external mail server.	Installation and Configuration Guide
Make Availability Reportable Task	Makes availability data reportable in Cognos.	Workforce Management Standard Reports Guide
OTE Group Reset Task		Registry Parameter Reference Guide
Payroll Export Enhanced Task	Used to identify which pay groups to export. Used in conjunction with the Payroll Close Wizard.	Payroll Close Overview
Payroll Export Task	Defines the payroll export definition.	Interfaces
Payroll Readiness Notification Task	The Payroll Readiness notification occurs after the Lock Down date and alerts users, such as supervisors who have privileges to access the timesheets after the Lock Down 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.	Payroll Close Overview
Payroll Unauthorized Records Notification	The Unauthorized Records notification occurs after the Lock Down date and alerts users, such as supervisors who have privileges to access the timesheets after the Lock Down date, whether unauthorized records still exist for the employees under their supervision.	Payroll Close Overview
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.	RTSS User Guide
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.	Shift Billboard Implementation Guide
RejectExpiredPostingTask	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.	Shift Billboard Implementation Guide
RTSS Notification Task	Sends alerts to employees to notify them about the opening and closing of RTSS processes and windows.	RTSS User Guide
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.	MVS Implementation and Administration Guide
RTSS Update Status Task	Closes RTSS processes if the window end date has passed and the process is in PENDING, OPEN, or PAUSED status.	RTSS User Guide
Readers - Archive Files	Archives old .xml and .don files.	Interfaces
Readers - Export Directives	Exports all database changes to reader servers (monitors change history).	Interfaces
Readers - Export Schedules Directives	Exports employee schedules to reader servers.	Interfaces
Readers - Ftp Transport	Transports .smf and .xml files to and from an FTP server.	Interfaces
Readers - Import Transactions	Imports .xml transaction files into the pending table.	Interfaces
Readers - Process Clocks	Processes the clocks from the pending table into the timesheet.	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.	Recalculate Task
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.	MVS Implementation and Administration Guide
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.	MVS Implementation and Administration Guide
Skill Expiry Notification Task	Sends a notification to employees when a course associated with their skills expires.	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.	Adding Start of Day Tasks to a schedule
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.	Payroll Close Overview
Timesheet Lockdown Approaching Notification Task	Sends an alert to non-supervisor system users that their timesheet will soon be locked down in preparation for export to payroll. Used as part of the payroll close process.	Payroll Close Overview
Workbrain Sys State Purge	Purges records from the WORKBRAIN_SYS_STATE table according to the WORKBRAIN SYS STATE PURGE archiving policy. This task is disabled by default and should be enabled as a best practice.	For more information on the archiving policies that are available and configuration options, see Infor Workforce Management Tools Administration Guide.
Workbrain User Name Change Task	Used by deployments that use Infor Ming.le as the system of record for user information to accommodate the changes of Distinguished Name field in Ming.le IFS. Note: We strongly recommend that customers do not modify the Distinguished Name field in Ming.le IFS. If the Distinguished Name field is modified, this task must be run to avoid data discrepancies. For more information, see Configuration Guide for Infor Operating Service – Cloud Edition.	Configuration Guide for Infor Operating Service – Cloud Edition
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.	Tools Administration Guide
Workflow Timer Task

Add Teams to Details

Specifies work details without team assignments with home 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.

Aggregate Task

Alert Task

Sends alert or notification messages to system users.

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

Infor Workforce Management Tools Administration Guide

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.

For more information on the archiving policies that are available and configuration options, see Runs defined policies, such as Payroll Data, atInfor Workforce Management Tools Administration Guide.

Asynchronous 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.

Payroll Close Overview

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

Batch Forecasting

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

LFSO Implementation and Administration Guide

BatchForecastTraining

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

LFSO Implementation and Administration Guide

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.

Auto-Assignment Implementation Guide

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.

LFSO Implementation and Administration Guide

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 that intend to 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.

Configuration Guide for Infor Operating Service – Cloud Edition

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.

Employee overrides

Export Task

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

Interfaces

Export Task (CSV Query)

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

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.

Interfaces

External Command Task

Runs tasks external to the operating system, for example, you can execute batch files.

File Transfer Task

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

Interfaces

Full Recalculate Task

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

Full Recalculate Task

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 that allows you 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.

Infor Workforce Management LFSO Implementation and Administration Guide.

Holiday Assignment Task

Runs the holiday assignment process for the calculation groups specified.

Holiday Management

Import Task

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

Interfaces

Import Task Fixed Width

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

Interfaces

Import Task Multi Row

IMS Bod Processing Task

Processes all inbound BODs that WFM is configured to receive. For example, user information from Infor Ming.le or maintenance order information from Infor EAM.

Configuration Guide for Infor Operating Service – Cloud Edition

IMS Bod Publishing Task

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

Configuration Guide for Infor Operating Service – Cloud Edition

IMS Publishing Retry Task

Retries publishing BODs that failed to publish.

Configuration Guide for Infor Operating Service – Cloud Edition

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.

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 either 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

Mail Forwarder Task

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

Installation and Configuration Guide

Make Availability Reportable Task

Makes availability data reportable in Cognos.

Workforce Management Standard Reports Guide

OTE Group Reset Task

Registry Parameter Reference Guide

Payroll Export Enhanced Task

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

Payroll Close Overview

Payroll Export Task

Defines the payroll export definition.

Interfaces

Payroll Readiness Notification Task

The Payroll Readiness notification occurs after the Lock Down date and alerts users, such as supervisors who have privileges to access the timesheets after the Lock Down 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.

Payroll Close Overview

Payroll Unauthorized Records Notification

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

Payroll Close Overview

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.

RTSS User Guide

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.

Shift Billboard Implementation Guide

RejectExpiredPostingTask

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.

Shift Billboard Implementation Guide

RTSS Notification Task

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

RTSS User Guide

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.

MVS Implementation and Administration Guide

RTSS Update Status Task

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

RTSS User Guide

Readers - Archive Files

Archives old .xml and .don files.

Interfaces

Readers - Export Directives

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

Interfaces

Readers - Export Schedules Directives

Exports employee schedules to reader servers.

Interfaces

Readers - Ftp Transport

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

Interfaces

Readers - Import Transactions

Imports .xml transaction files into the pending table.

Interfaces

Readers - Process Clocks

Processes the clocks from the pending table into the timesheet.

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.

Recalculate Task

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.

MVS Implementation and Administration Guide

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.

MVS Implementation and Administration Guide

Skill Expiry Notification Task

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

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.

Adding Start of Day Tasks to a schedule

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.

Payroll Close Overview

Timesheet Lockdown Approaching Notification Task

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

Payroll Close Overview

Workbrain Sys State Purge

Purges records from the WORKBRAIN_SYS_STATE table according to the WORKBRAIN SYS STATE PURGE archiving policy. This task is disabled by default and should be enabled as a best practice.

For more information on the archiving policies that are available and configuration options, see Infor Workforce Management Tools Administration Guide.

Workbrain User Name Change Task

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

Note: We strongly recommend that customers do not modify the Distinguished Name field in Ming.le IFS. If the Distinguished Name field is modified, this task must be run to avoid data discrepancies. For more information, see Configuration Guide for Infor Operating Service – Cloud Edition.

Configuration Guide for Infor Operating Service – Cloud Edition

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.

Tools Administration Guide

Workflow Timer Task