1. Viewing an Existing Forecast 2. Editing Workload in a Forecast for all Forecast Drivers

Transcription

1 Content for Infor WFM 6.2 ETM (Employee Transaction Manager) Getting Started 1. Logging Into the ETM 2. Changing Your Password 3. Logging Out the ETM 4. Clocking On and Off 5. Viewing Personal Information 6. Viewing Balances Checking Your Work and Schedule Details 1. Viewing the Work Schedule 2. Viewing Daily Work Activity Details 3. Changing Your Time Code 4. Changing Your Job 5. Changing Your Docket 6. Changing Your Department Requesting Time Off 1. Viewing the Time Offf Calendar - NEW 2. Requesting Time Off - NEW 3. Canceling Requested Time Off - NEW Using Workmail 1. Viewing a Workmail Message 2. Sample Assessment - ETM LFSO (Labor Forecasting and Schedule Optimization) Using Forecasts 1. Viewing an Existing Forecast 2. Editing Workload in a Forecast for all Forecast Drivers

2 Using the LFSO Schedule 1. Displaying a Schedule 2. Viewing a Schedule - NEW FUNCTIONALITY Using the Weekly Schedule View 1. Viewing the Daily Schedule 2. Using the Display Options 3. Swapping Shifts 4. Copying and Pasting Shifts 5. Viewing the Coverage Graph 6. Assigning an Unassigned Shift 7. Deleting a Shift 8. Publishing a Schedule 9. Printing a Schedule 10. Sorting the Schedule by Position 11. Sorting the Schedule by Employee 12. Filtering the Schedule by Job 13. Filtering the Schedule by Employee 14. Filtering the Schedule by Activity 15. Filtering the Schedule by Department 16. Extending the Shift Times of an Assigned Shift 17. Unassigning an Assigned Shift 18. Editing the Activity of an Assigned Shift 19. Changing the Break Times on an Assigned Shift 20. Editing the Schedule Department of an Assigned Shift 21. Using Automatic Meal/Break Reassignment 22. Marking an Employee as Absent 23. Saving a Preset Using the Daily Schedule View 1. Swapping Shifts from Daily Schedule View - NEW 2. Copying and Pasting Shifts from Daily Schedule View - NEW 3. Deleting a Shift from Daily Schedule View - NEW 4. Extending the Shift Times of an Assigned Shift from the Daily Schedule View - NEW

3 Content for Infor WFM Moving Shift Times from the Daily Schedule View - NEW 6. Moving a Shift From One Employee to Another from the Daily Schedule View - NEW 7. Unassigning an Assigned Shift from the Daily Schedule View - NEW 8. Changing the Break Times on an Assigned Shift from the Daily Schedule View - NEW 9. Moving Break Times from the Daily Schedule View - NEW 10. Sample Assessment - Using the LFSO Schedule Configuring Employees for Schedule Optimization 1. Defining the Default Availability Matrix for an Employee 2. Creating a Temporaryry Availability Override 3. Adding a Skill to an Employee 4. Creating a Shift 5. Creating a Shift Pattern 6. Assigning a Shift Pattern to an Employee 7. Using the Employee Shift Pattern Form RTSS (Real-Time Self Scheduler) Configuring RTSS 1. Configuring a Group - NEW 2. Adding a Group Rule to a Group - NEW 3. Viewing the Parameters of a Group Rule - NEW 4. Configuring a Group Set - NEW 5. Creating a Schedule Template - NEW 6. Generating a Schedule for Self-Scheduling - NEW 7. Modifying the Self-Scheduling Process Definition Panel - NEW 8. Sample Assessment - Configuring RTSS Modifying Processes 1. Pausing a Self Scheduling Process 2. Opening a Self Scheduling Process 3. Closing a Self Scheduling Process

4 The Self Scheduler Screen 1. The Self Scheduler Screen 2. Selecting Shifts from the Self Scheduler Screen - NEW 3. Removing Self-Selected Shifts Time and Attendance Getting Started 1. Logging In to Infor WFM 2. Logging Out of Infor WFM 3. Changing Your Password 4. Typing Partial Info Into the DB Lookup 5. Using the DB Lookup Button 6. Selecting Multiple Items in the DB Lookup 7. Using the Remove Button 8. Selecting Dates Using the Calendar 9. Infor WFM Environment Overview (Windows) 10. Infor WFM Environment Overview (Controls) 11. Using the Filter Field 12. Using Advanced Search 13. Sample Assessment - Getting Started T&A Advanced Navigation 1. Infor WFM Folders Overview 2. Navigating Using the Bread Crumb Trail 3. Navigating Using the Subpanel Links 4. Accessing Your Home Page 5. Assuming Another User's Infor WFM Responsibilities 6. Reverting back to Yourself (Proxy) NEW 7. Assigning Your Infor WFM Responsibilities to Another User

5 Content for Infor WFM 6.2 Using Workmail 1. Workmail Overview 2. Viewing a Workmail Message 3. Deleting a Workmail Message 4. Checking the Status of a Request 5. Responding to a Request 6. Canceling a Request 7. Using Batch Approvals - New2016 Using the Daily Timesheet Authorizing Timesheets 1. Overview of Authorizing Timesheets 2. Authorizing Missing Clock Punches 3. Authorizing Unauthorized Work Details - Quick Authorization 4. Authorizing Unauthorized Work Details - Changing Time Codes - NEW16 5. Changing a Clock Time 6. Authorizing an Entire Work Week - Quick Authorization - NEW16 7. Authorizing Time Via the Supervisor Approval Worksheet 1. Viewing a Timesheet for an Employee or Yourself 2. Daily Timesheet Overview 3. Adding Clock Times 4. Using the Collapsible Clock Strings Feature - NEW16 5. Entering a Partial Day Absence 6. Entering a Full Day Absence - NEW 7. Entering a Vacation NEW 8. Entering a Break NEW 9. Making Changes to Existing Edits 10. Deleting Existing Edits 11. Adding a Job - Override Menu NEW 12. Adding a Job - In-line Work Details 13. Adding a Project 14. Adding a Department 15. Entering a Shift Premium

6 16. Entering a Holiday Manually - NEW 17. Entering Timesheet Comments 18. Performing a Retroactive Adjustment 19. Checking Balances for a Specific Day 20. Copying Edits Between Days 21. Entering a Mass Edit 22. Adding Work 23. Sample Assessment - Using the Daily Timesheet Using Reports 1. Accessing Reports from the My Reports Menu 2. Saving On Demand Report Search Parameters 3. Viewing the Year at a Glance Reports 4. Viewing the Daily Attendance Report Approvals and Authorizations 1. Choosing Your Default Approval Worksheet - NEW 2. Viewing the Time Off Approval Screen - NEW 3. Approving Time Off Requests Method 1 - NEW 4. Approving Time Off Requests Method 2 - NEW 5. Approving Time Off Requests via Workmail Messages - NEW 6. Accessing the Supervisor Approval Worksheet - NEW 7. Authorizing an Employee's Work Day - NEW 8. Authorizing an Employee's Work Week - NEW 9. Authorizing a Team's Work Week - NEW 10. Sample Assessment - Approvals & Authorizations Infor Workforce Getting Started 1. Logging On 2. Logging Off 3. Navigating the Infor Workforce App

7 Home Screen My Profile Time Off Content for Infor WFM Viewing My Staff 2. Clocking On and Off 3. Changing Clock Options 4. Viewing Messages in My Messages 5. Composing Messages in My Messages 1. Viewing Employee Profile and Balances 1. Requesting Time Off 2. Viewing Balances Time Off Approval 1. Approving Time Off Requests 2. Rejecting Time Off Requests 3. Approving Multiple Time Off Requests My Schedule 1. Viewing My Schedulee 2. Viewing Co-Workers Schedules 3. Giving a Shift Away 4. Swapping Shifts Team Schedule Timesheet 1. Viewing the Team Schedule 1. Navigating the Timesheet - Employee 2. Navigating the Timesheet - Supervisor 3. Adding Clocks 4. Editing Clocks 5. Deleting Clocks 6. Adding Work Details 7. Editing Work Details

8 My Team 8. Deleting Work Details 9. Adding Premiums 10. Entering a Full Day Absence 11. Authorizing Time 12. Adding Comments 1. Viewing My Team