| WFM: MVS Training for Managers |
This course covers common functionality managers may use in the Multi-view Scheduler (MVS). |
1.25 Hours |
Partners,Customers,Employees |
| WFM: v7.1.0.0 RT MVS Shift Comments and Data Elements - Product Use |
This course covers the setup and use of shift comments and data elements in MVS. |
0.50 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT Technical MVS ASV KPI Callout Product Use |
This course covers the technical details of the ASV KPI Callout in MVS. |
0.25 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT Technical MVS RCA Sort Order Callout Product Use |
This course covers the technical details of the RCA Sort Order Callout in MVS. |
0.25 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT Technical Custom Scripting - Product Use |
This course covers the technical overview and details of the custom scripting feature. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v7.1.0.0 RT MVS Central Staffing - Product Use |
In this course, learn about all the new enhancements added to the MVS Central Staffing screen in WFM version 7.1.0.0. |
0.50 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT Technical Time Clocks Advanced Prompts - Product Use |
This course covers the setup and use of the time clocks advanced prompt feature. |
0.50 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT MVS and LFSO Auto Assignment - Product Use |
This course covers the setup and use of the new Auto-Assignment features in MVS and LFSO. |
0.25 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT Mobile WFM - Product Use |
This course covers the setup and use of the new Mobile WFM features. |
0.25 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT Time Clocks - Product Use |
This course covers the details and use of the new Time Clocks features. |
0.50 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT Integrating with Birst ST |
This course covers the details of the WFM ST integration with Birst. |
0.50 Hours |
Partners,Employees |
| WFM: v7.1.0.0 RT Integrating with Ming.le |
This course covers the details of the new enhancements for the WFM integration with Ming.le. |
0.25 Hours |
Partners,Employees |
| WFM: v7.1.1.0 RT What's New (MT) |
What's New, introducing MT and highlighting new features since 7.1. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v7.1.1.0 RT Birst Spaces and Custom Subject Area - Product Use (MT) |
Overview of Birst spaces and customer subject area. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v7.1.1.0 RT Birst Operational Reporting- Product Use (MT) |
Overview and demonstration of delivered content including executing and scheduling reports. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v7.1.1.0 RT Registering Birst Content - Product Use (MT) |
How to register Birst content in WFM using the Birst Content Registration Wizard. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v7.1.1.0 RT Clock Validations and Responses - Technical Product Use (MT) |
Overview of the new enhanced schedule validation framework and configuration of swipe responses. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v7.1.1.0 RT Architecture Differences - Technical Configuration (MT) |
General overview of the MT Architecture. |
0.25 Hours |
Partners,Employees |
| WFM: v7.1.2.0 RT What's New (MT) |
What's New, highlighting new features in 7.1.2.0 release (April CU). |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v7.1.1.0 RT Creating and Modifying Birst Reports - Technical Product Use (MT) |
Overview of how to create and modify operational reports in Birst. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: v7.1.3.0 RT What's New (MT) |
What's New, highlighting new features in 7.1.3.0 release (May CU). |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v7.1.3.0 RT Analytics - Product Use (MT) |
Overview and demonstration of analytics. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v7.1.3.0 RT Analytics Administration and Security - Technical Product Use (MT) |
This release training provides information about the delivered spaces, data sources and discusses how security is implemented for the analytics delivered in this release. The course also covers information about the orchestration tasks necessary to provide the data for the prepackaged content. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: v7.1.3.0 RT Analytics Creating Custom Content - Technical Product Use (MT) |
This release training provides an overview of how to create custom content and provides some best practices. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v7.2.0.0 RT What's New (MT) |
What's New, highlighting new features in 7.2.0.0 release (June CU). |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2021.7.0.0 RT What's New |
What's New, highlighting new features in 2021.7.0.0 release (July CU). |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2021.09.00 RT What's New |
What's New, highlighting new features in 2021.09.00 release (September CU). |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2021.10.00 RT What's New |
What's New, highlighting new features in 2021.10.00 release (October CU). |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2021.11.00 RT What's New |
What's New, highlighting new features in 2021.11.00 release (November CU). |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2021.12.00 RT What's New |
What's New, highlighting new features in 2021.12.00 release (December CU). |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.01.00 RT What's New |
What's New, highlighting new features in 2022.01.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.02.00 RT What's New |
What's New, highlighting new features in 2022.02.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.02.00 RT Form Studio - Product Use |
This course covers the Form Studio feature in Infor Workforce Management (WFM), a collection of web-based tools used to create custom actions, workflows, and forms that allow end users to enhance the WFM application to conform to their specific business processes. It explains how Form Studio replaces legacy Form Builder and Workflow Editor, which were Java applet-based tools, by utilizing HTML components compatible with all modern browsers. It demonstrates Form Studio navigation, including using Workflow actions, Workflow flows, and Workflow forms, and the display of forms in both the main application and Mobility. The course also examines extensibility considerations, noting that workflow actions can be customized using the groovy scripting API framework available within the WFM application. It identifies platform and deployment support for On-prem, Single Tenant (ST), and Multi Tenant (MT) environments, and confirms compatibility with all browsers supported by the WFM application. The Form Studio is enabled by default with no special activation steps required. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2022.03.00 RT What's New |
What's New, highlighting new features in 2022.03.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.04.00 RT What's New |
What's New, highlighting new features in 2022.04.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.03.00 RT BOD Mapping Framework - Product Use |
This course covers the BOD Mapping Framework in Infor Workforce Management (WFM), which facilitates integration between various Infor software suites including HR Talent, EAM, WFM, and Ming.le using Business Object Documents (BOD) and ION. It explains how incoming BODs corresponding to configured Nouns are processed through the IMS BOD Processing Task in the Job Scheduler, with dedicated processors for specific processing types for each core noun and variant such as Security User Master, CodeDefinition - Work Type, and CodeDefinition - Skills. The course describes how each incoming BOD is routed to processors based on BOD mapping layout configuration, where a BOD Mapping Layout defines the mapping between incoming XML values and WFM application tables. It examines how outbound BODs generated by the WFM application, such as change history BODs, are processed by the IMS BOD publishing Job Scheduler task and published to ION, with failed BODs persisted and retried by the IMS Publishing Retry task. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.04.00 RT Self Service Portal - Product Use |
Product Use course for the new Self Service Portal available in the 2022.04.00 release. |
1.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.05.00 RT What's New |
What's New, highlighting new features in 2022.05.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.06.00 RT What's New |
What's New, highlighting new features in 2022.06.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.06.00 RT PBJ Export - Product Use |
This course covers the product use of the Payroll Based Journal (PBJ) Export feature introduced in the Infor Workforce Management (WFM) v2022.06 release. It explains how, as part of the Affordable Care Act (ACA), the Centers for Medicare and Medicaid Services (CMS) requires long term care facilities to report direct care staffing information based on payroll information, and how the PBJ system collects this data. The course describes how the PBJ Export feature allows users to export employee information such as hire date and termination date, as well as worked hours in facility, directly from the system. It identifies that census information is not included in the WFM export and is expected to be handled by the customer. The course demonstrates how the export process outputs a Workmail message with an Excel formatted report for verification and an XML formatted report for uploading to the PBJ system. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.06.00 RT Enhanced Badge Parser - Product Use |
This course covers the Enhanced Badge Parsing feature introduced in the Infor Workforce Management 2022.06 release. It describes the data collection process using hardware clocks including the WB8000, WB8100, WB8200, and WB9000 models, and explains how the Enhanced Badge Parser provides greater flexibility to parse badge numbers from a string of data by either excluding or including specific portions of the data read from a badge. The course details the implementation of four new configuration settings — exclude right, exclude left, extract right, and extract left — which can be combined in a chain of up to 20 sequential steps to achieve the desired badge number extraction. It also demonstrates the upgrade process for transitioning from existing parsers, including the RightBadgeParser and SimpleBadgeParser, to the new Enhanced Badge Parser by removing legacy settings and configuring replacement parameters. The course emphasizes that all new implementations should adopt the Enhanced Badge Parser and recommends that existing customers replace their current parsers with this enhanced feature to improve badge data handling. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.07.00 RT What's New |
What's New, highlighting new features in 2022.07.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.07.00 RT TimeTrack - Product Use |
This course covers TimeTrack, a new soft clock option in Infor Workforce Management (WFM), which enables employees to record when they start and stop shifts, take breaks, and change jobs, dockets, and projects. It explains how TimeTrack is accessible using a web browser on a tablet or desktop computer, supports touchscreen interaction and multiple languages, and does not require an external clock server. The course describes the implementation process including accessing and creating TimeTrack configurations, configuring action button locations, and associating clock types. It examines security features in detail, covering Device Registration where all devices must be registered in the system with a cookie placed on the device for validation, with the ability to unregister devices if lost or stolen, and the requirement that all cloud customers must use device registration. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2022.07.00 RT Sales Administration |
This course covers sales administration information for the Infor Workforce Management (WFM) v2022.07 release, focusing on the introduction and positioning of the new TimeTrack soft clocking solution. It describes TimeTrack as a browser-based clock available for both OnPrem and cloud deployments that does not require an external clock server and supports clock in/out, meal breaks, and labor metric changes. It identifies recent SKU changes where WFM-S-TA and WFM-S-TA-OS have been changed to controlled availability requiring review and approval before deals proceed. The course also analyzes Volume Purchase Discount (VPD) updates where WFM-S-TA now has the same VPD as WFM-S-TA-MT, with the stipulation that Single Tenant pricing will never be cheaper than Multi Tenant. It further addresses bundle price increases across all deployment types and notes that no clock server license purchase is needed with the TimeTrack SKU, and customers should complete their current HTML clock contract before switching over. |
0.25 Hours |
Partners,Employees |
| WFM: v2022.08.00 RT What's New |
What's New, highlighting new features in 2022.08.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.09.00 RT What's New |
What's New, highlighting new features in 2022.09.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.10.00 RT What's New |
What's New, highlighting new features in 2022.10.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.09.00 RT Integrating with Infor HRT |
This course covers the transition from CSV-based imports and exports to a BOD (Business Object Document)-based integration framework that enables near real-time synchronization between HRT and WFM. Participants will examine how WFM consumes incoming CodeDefinition BODs for setup values such as Job/Positions, Skills, Competencies, Qualifications, HR Org Unit/Supervisor Teams, Work Types, and Employment Types. The course also details how the HRPersonnel BOD synchronizes employee-related information, including Employee Basic information, Employee Job/Positions, Employee Teams, User Teams, and Employee Default Labor Allocations. It describes the mandatory and optional activation of BOD mapping layouts for CodeDefinition, HRPersonnel, and Security User Master processing. Participants will identify the pre-configured layouts that are active by default, such as HRT Work Type, HRT Employment Type, HRT Skill, HRT Competency, HRT Credential, HRT Position, and HRT Supervisor. The course also addresses troubleshooting techniques for BOD processing, including how to verify processing tasks via Job Scheduler, Audit Logs, and Error Log Management. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.11 RT What's New |
What's New, highlighting new features in 2022.11.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.09.00 RT BOD Transforms - Product Use |
This course covers the BOD Transformation framework in Infor Workforce Management (WFM), designed to transform incoming XML values into values that correspond to specific configuration values within WFM. It explains how the BOD transformation works in conjunction with the existing BOD Mapping framework, where each BOD mapping layout includes a Transform Definition column that allows transforms to be defined for individual fields with certain exceptions, such as the CodeDef_Type field reserved for processing Code Definition BODs.The course also identifies additional operators including "contains" for checking value existence within a list, "starts-with" and "ends-with" for prefix/suffix checking, "regex" for regular expression matches, and "uppercase" and "lowercase" for string manipulation. It describes how the framework is accessible under Maintenance > System Administration > ION, is enabled by default requiring no special activation, and is built on the WFM BOD mapping framework using ION for sending/receiving BODs. The course supports On-prem, ST, and MT deployments. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2022.12.00 RT What's New |
What's New, highlighting new features in 2022.12.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2023.01.00 RT What's New |
What's New, highlighting new features in 2023.01.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2023.02.00 RT What's New |
What's New, highlighting new features in 2023.02.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2023.02.00 RT Clinical Science - Product Use |
This course covers the product use of Clinical Science introduced in the WFM v2023.02.00 release for the Workforce Management Staffing Optimizer. It describes how Clinical Science articulates the clinical status of the Patient Care environment, supports and measures the work performed, identifies the resources required to accomplish the workload, balances patient assignments, ties standards to cost and cost to quality, and maintains the accepted standards of care of the organization. The course uses hours per patient day or hours of care as the universal language for balancing workload. It demonstrates key functionalities including assigning patients and employees, viewing employee and patient profiles, and generating reports in Birst. The course explains the activation considerations for Clinical Science, including configuring security group permissions for users, MVS schedule and Clinical Science configuration, and compliance with HIPAA guidelines. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2023.02.00 RT Clinical Science Functional Configuration |
This course covers the functional configuration of Infor WFM v2023.02.00 RT Clinical Science on initial deployment. It explains the configuration process, including an overview and layout of the functional configuration steps required for implementation. The course identifies the process responsibility, with ownership assigned to System Administrators, Technical and Clinical Consultants, guided by the Clinical Science Administration guide. It describes the process dependencies including Teams, Day Part Sets, and Jobs. The course examines deployment considerations, noting that Clinical Science includes Clinical Bridge for interfacing with customer EMR systems, is currently only available for multi-tenant (MT) environments, and supports desktop and tablet use only. It covers integration aspects including Clinical Bridge for EMR feed, FICO/DASH optimization engine, and BIRST for reporting. The course also addresses globalization considerations, noting that the product is currently targeted only for North American deployments due to certification requirements and is localized for English only. |
01 Hours |
Partners,Customers,Employees |
| WFM: v2023.03.00 RT What's New |
What's New, highlighting new features in 2023.03.00 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2023.04.00 RT What's New |
What's New, highlighting new features in 2023.04.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2021.08.00 RT What's New |
What's New, highlighting new features in 2021.08.00 release (August CU). |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2021.08.00 RT Team Schedule Cleanup - Product Use |
This course provides details on how to use and configure the MVS Schedule Cleanup feature for unassigning or removing MVS shifts in specified date ranges. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2021.08.00 RT Data Migration - Product Use |
Overview of the Data Migration solution. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Employees Overview |
This course is an introduction to employee settings and employee overrides. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: Scheduling Shift Patterns |
This course outlines how to use shifts for creating shift patterns. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using Pay Groups |
This course outlines how to create pay groups. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: LFSO - Configuring Location Hierarchy |
This course describes how to set up a location hierarchy for LFSO. |
01 Hours |
Partners,Employees |
| WFM: LFSO - Employee Availability Overview |
This course defines employee availability, availability patterns, and overrides. |
0.25 Hours |
Partners,Employees |
| WFM: LFSO - Configuring Staffing |
This course describes how to create a scheduling solution for staff requirements. |
0.50 Hours |
Partners,Employees |
| WFM: LFSO - Scheduling Events |
This course describes how to schedule special activities for employee schedules. |
0.25 Hours |
Partners,Employees |
| WFM: Using the Minimum Wage Pay Rule |
The purpose of this course is to describe the Minimum Wage Pay Rule that is used to flag a timesheet when an employee has a segment of time that fails to attain the location's minimum rate of pay. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the Lead Hand Pay Rule |
The purpose of this course is to describe the Lead Hand Pay Rule that allows for additional premium payments when specially flagged records exist on a timesheet. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Grace Pay Rule |
The purpose of this course is to describe the Grace Pay Rule that is used to enforce paid and unpaid grace policies that exist within collective bargaining agreements. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Guarantees Pay Rule |
The purpose of this course is to describe the Guarantees Pay Rule which helps to apply a minimum number of hours when an employee is called in to work outside their regular shift. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the FMLA Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of this WFM timekeeping rule, showing how to manage the rolling period replenishment of balance usages. This rule is primarily used to manage an employees balance for the Family Medical Leave Act, and other State Family and Medical Leaves. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Error Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of this WFM timekeeping rule, showing how to generate a timesheet error message. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Daily OT Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of this WFM timekeeping rule, showing how to automatically generate overtime within a single day, according to different circumstances and thresholds. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Cascade Time Code Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of this WFM timekeeping rule, showing how to apply a cascade action to an alternate balance when a maximum or minimum boundary occurs. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Change Time Code Hour Type Duration Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of this WFM timekeeping rule, showing how to apply time code and hour type changes to work details, based on the qualities of that work detail. Learn how this flexible rule can be used to solve a variety of logical manipulations. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Split Detail Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of this WFM timekeeping rule, showing how to manage day divides, and transition from a single contiguous segment of time to that which spans two distinct dates. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Worked Less than Scheduled Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of this WFM timekeeping rule, showing how to manage when employees do not satisfy their scheduled hours. This rule can be used to indicate to the Payroll system that the employee did not satisfy their required hours. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the Balance Transfer Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of the WFM balance management to affect an employee's balance, transferring to another balance, or deducting to zero/minimum. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Examining Day Start Time |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of different day start time parameters and how they impact employee schedules and clock punch processing. The course also discusses the different pay rules which address day divides and 24-hour periods. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: Introducing Holiday Rules and Analysis |
This course provides the System Administrators and Project Team members with an introduction to holiday rules and holiday conditions. Holiday conditions are configured and demonstrated in this course. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the Holiday Rule and Holiday Average Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the use and configuration of the Holiday Rule and Holiday Average Rule. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Configuring the Recall Rule |
Describes the use and configuration of the Recall Rule in the WFM Time and Attendance module. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Configuring the Apply Pay Rates Rule |
Describes the use and configuration of the Apply Pay Rates rule in the WFM Time and Attendance solution |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the ACA Rule |
This course provides the System Administrators and Project Team members with a deeper understanding of the configuration and capability of this WFM timekeeping rule, showing how to manage the calculation of qualifying hours for the Affordable Care Act. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: April 2023 Release Overview - Services Industry - Services Updates |
April 2023 Release Overview - Services Industry - Services Updates. Agenda: Product Overview; Product Highlights; Highlight Deep Dives and Demo; and Additional Resources. |
01 Hours |
Partners,Employees |
| WFM: v2023.04 RT Using Infor OS Portal |
Course highlighting WFM's adoption of Infor OS Portal in 2023.04.00 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2023.10 RT Using Platform |
The course highlights new Platform features available in the 2023.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2023.10 RT Using Scheduling |
The course highlights new Scheduling features available in the 2023.10 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2023.10 RT Using Self Service Portal |
The course highlights new Self Service Portal features available in the 2023.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2023.10 RT Using Time and Attendance |
The course highlights new Time and Attendance features available in the 2023.10 release. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: v2023.10 RT Using Facial Recognition for Clocking Solution |
The course highlights the new Facial Recognition feature available in the 2023.10 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2023.10 RT Using Auto-Assignment |
The course highlights new Auto-Assignment features available in the 2023.10 release. |
01 Hours |
Partners,Customers,Employees |
| WFM: Using Extensibility Scripting (Groovy) |
This course highlights usage of the Custom Scripting module in Workforce Management, such as rules, conditions, and entitlements. Scripts are written in the Groovy scripting language. |
1.50 Hours |
Partners,Customers,Employees |
| WFM: v2023.10 RT Using Clinical Science |
The course highlights the new Clinical Science features available in the 2023.10 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2023.10 RT Using Reporting & Analytics |
The course highlights the new Reporting & Analytics features available in the 2023.10 release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Clinical Science Overview |
This course provides an overview of the features and uses of the Clinical Science module. It provides guidance on how to auto-assign patients and employees utilizing the clinical data imported from an organization’s electronic health record through Clinical Bridge. This course also covers the use of the Unit Questionnaire, which is useful in assessing the validity of Clinical Science data. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Introducing Platform & System Enhancements |
This session will introduce new platform-wide Workforce Management technology and system enhancements available in the 2024.04 release. |
0.23 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Introducing Auto-Assignment Enhancements |
This session will introduce new auto-assignment enhancements available in the 2024.04 release. |
0.35 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Introducing Scheduling Enhancements |
This session will introduce new features and enhancements for shift scheduling and planning available in the 2024.04 release. |
0.52 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Introducing Reporting & Analytics Enhancements |
This session will introduce new workforce management-related reporting and analytics enhancements available in the 2024.04 release. |
0.17 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Introducing Self-Service Portal Enhancements |
This session will highlight new Workforce Management Self-Service Portal features and enhancements available in the 2024.04 release. |
0.35 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Introducing Time and Attendance Enhancements |
This session highlights new time and attendance features and enhancements available in the 2024.04 release. |
0.37 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Using Auto-Assignment Enhancements |
This course details the product use of the Auto-Assignment features introduced in this release. |
0.77 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Using Platform & System Enhancements |
This course details the product use of the Platform & System features introduced in this release. |
0.83 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Using Self Service Portal |
This course details the product use of the Self Service Portal features introduced in this release. |
0.58 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Using Time and Attendance |
This course details the product use of the Time & Attendance features introduced in this release. |
1.53 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Using Shift Billboard |
This course details the product use of the Shift Billboard features introduced in this release. |
0.37 Hours |
Partners,Customers,Employees |
| WFM: Multi-view Scheduler (MVS) Overview |
This course provides an overview of the Multi-View Scheduler (MVS) in the Workforce Management (WFM) solution. This course covers a high-level introduction of MVS concepts, terms, benefits, and functionality. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Using Analytics and Reporting |
This course details the product use of the Analytics and Reporting features introduced in this release. |
0.37 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Using Scheduling Enhancements |
This course details the product use of the Scheduling features introduced in this release. |
1.33 Hours |
Partners,Customers,Employees |
| WFM: v2024.04 RT Using Clocks |
This course details the product use of the Clock features introduced in this release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Introducing Time & Attendance Enhancements |
In the course we will introduce new capabilities for Time & Attendance that includes self service portal enhancements and data collection enhancements on both hardware and software clocks. |
0.42 Hours |
Partners,Customers,Employees |
| WFM Analytics: v2024.10 RT Using UI Uplift Custom Subject Area Refactor |
This course provides a high-level overview of enhancements delivered in v2024.10 for WFM Analytics using Birst Platform. |
0.13 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Introducing Auto-Assignment & Scheduling Enhancements |
In the course we will introduce new capabilities for Scheduling and Auto Assignment that includes usability enhancements, schedule coverage enhancements, and open shift broadcast updates. |
0.40 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Introducing Reporting & Analytics Enhancements |
Introducing new Reporting & Analytics capabilities for Workforce Management including general usability enhancements, our enhanced data export tool and also Labor Productivity reporting. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Introducing Self Service Portal Enhancements |
In the course we will introduce new capabilities and enhancements in WFM Self Service Portal that includes updates in My Profile page, Schedule Details display, and Staff Details information. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Introducing Platform Enhancements |
In this course we will introduce new capabilities and enhancements in various WFM Platform components that includes extension scripts, data migration tool, Form Studio, and product integrations. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Overview |
This course provides and overview of new features and enhancements across all Time & Attendance and Scheduling Workforce Management modules available in the October 2024 release. Please refer to individual module courses for additional details. |
1.33 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Using Productivity Reporting |
This course details the product use of the Labor Productivity feature introduced in this release. |
0.58 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Using Self Service Portal Enhancements |
This course details the product use of the Self Service Portal features introduced in this release. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Using Platform Enhancements |
This course details the product use of the Platform features introduced in this release. |
0.58 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Using Time & Attendance Enhancements |
This course details the product use of the Time & Attendance features introduced in this release. |
0.58 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Using Scheduling & Auto-Assignment Enhancements |
This course details the product use of the Scheduling and Auto-Assignment features introduced in this release. |
1.32 Hours |
Partners,Customers,Employees |
| WFM: v2024.10 RT Using Clocks Enhancements |
This course details the product use of the Clocking features introduced in this release. |
1.32 Hours |
Partners,Customers,Employees |
| WFM: Labor Forecasting and Schedule Optimization (LFSO) Overview |
This course provides an overview of the benefits and uses of the Labor Forecasting and Schedule Optimization (LFSO) module of Workforce Management (WFM). It provides guidance on creating a labor forecast and creating an optimized schedule based on the forecast data. |
0.75 Hours |
Partners,Customers,Employees |
| WFM Analytics: v2025.01 RT Introducing Report Catalog Reorganization and ES Shift Table |
This course provides a high-level overview of enhancements delivered in v2025.01 for WFM Analytics using Birst Platform. |
0.12 Hours |
Partners,Customers,Employees |
| WFM: Introducing New Features and Enhancements in Platform |
This session will introduce new features and enhancements in WFM Platform. v2025.04 release. |
0.17 Hours |
Partners,Customers,Employees |
| WFM: Introducing New Features and Enhancements in Time & Attendance |
This session will introduce new features and enhancements in Time & Attendance. v2025.04 release. |
0.47 Hours |
Partners,Customers,Employees |
| WFM: Introducing New Enhancements in Data Collection |
WFM Data Collection: Discover new capabilities for data collection such as meal confirmation for HTML clock and support for extended badge length. v2025.04 release. |
0.33 Hours |
Partners,Employees |
| WFM: Introducing the Open Shift Manager |
This session will introduce the new Open Shift Manager, previously known as Billboard Manager. v2025.04 release. |
0.25 Hours |
Partners,Employees |
| WFM: Introducing New Features and Enhancements in Scheduling & Assignments |
This session will introduce new enhancements and features in WFM Scheduling and Assignments. v2025.04 release. |
0.53 Hours |
Partners,Employees |
| WFM: Using New Features and Enhancements in Platform |
Learn about the new features and enhancements in Platform area of the product. Feature Release 2025.04. |
0.55 Hours |
Partners,Customers,Employees |
| WFM: Using New Features and Enhancements in Reporting & Analytics |
Learn about the new features and enhancements in Reporting & Analytics areas of the product. Feature Release 2025.04. |
0.37 Hours |
Partners,Customers,Employees |
| WFM: Using New Features and Enhancements in Time & Attendance |
Learn about the new features and enhancements in Time & Attendance area of the product. Feature Release 2025.04. |
0.62 Hours |
Partners,Customers,Employees |
| WFM: Using New Features and Enhancements in Time-Off |
Learn about the new features and enhancements in Time Off Planner area of the product. Feature Release 2025.04. |
0.27 Hours |
Partners,Customers,Employees |
| WFM: Using Open Shift Manager |
Learn about the new features and enhancements in Open Shift Manager, previously known as Billboard Manager. Feature Release 2025.04. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using New Features and Enhancements in Scheduling |
Learn about the new features and enhancements in Scheduling area of the product. Feature Release 2025.04. |
1.32 Hours |
Partners,Customers,Employees |
| WFM: Using New Features and Enhancements in Data Collection |
Learn about the new features and enhancements in Data Collection area of the product. Feature Release 2025.04. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using Clock Update Management |
Learn about Clock Update Management. Feature Release 2025.04. |
0.20 Hours |
Partners,Customers,Employees |
| WFM: Administering and Using Self-Service Portal (SSP) |
This course is designed to equip system administrators with the skills to configure and manage the Workforce Management (WFM) Self Service Portal (SSP). It focuses on enabling the portal, localizing content, setting security parameters, managing push notifications, configuring clocking options, and using the proxy feature. |
01 Hours |
Partners,Customers,Employees |
| WFM: Using the Self-Service Portal (SSP) for Employees |
This course provides an overview of the Workforce Management (WFM) Self-Service Portal (SSP). Employees will learn how to use the SSP for scheduling, reviewing clocks, requesting time off, reviewing their timesheet, accessing forms and messages, and clocking on and off. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using Time and Attendance for Employees |
This course provides an overview of employee usage of the Workforce Management (WFM) Time and Attendance module. Employees will learn how to use Workmail messaging, the Time Off calendar, My Timesheet, and the Weekly Timesheet. |
01 Hours |
Partners,Customers,Employees |
| WFM: Using Self Service Portal for Supervisors |
This course is designed to equip supervisors with skills to enhance their proficiency with the Workforce Management (WFM) Self Service Portal (SSP). They will learn how to manage their team using Staff Details, Staff Schedule, and Staff Dashboard. In addition, they will also learn how to manage time off and timesheets for their team. |
01 Hours |
Partners,Customers,Employees |
| WFM: Introducing New Enhancements in Data Collection (Time Clocks) |
This session will introduce the new enhancements in Data Collection available in the 2025.10 release. This includes the ability to view balances and request time off via hardware time clocks and meal confirmation via TimeTrack. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Introducing Leave of Absence (LOA) |
This session will introduce the Leave of Absence capabilities available in the 2025.10 release. |
0.15 Hours |
Partners,Customers,Employees |
| WFM: Introducing Advanced Forecasting |
This session will introduce the Advanced Forecasting (in Limited Availability), available in the 2025.10 release. |
0.17 Hours |
Partners,Employees |
| WFM: Introducing Schedule Management |
This session will introduce the new Schedule Management experience (in Limited Availability), available in the 2025.10 release. This is a new experience to view and manage schedules, including the ability to edit shifts, mark employees as absent, swap shifts, and more. |
0.37 Hours |
Partners,Employees |
| WFM: Introducing the New Enhancements in Time & Attendance |
This session will introduce the new enhancements in Time & Attendance available in the 2025.10 release, including updates in the weekly timesheet, pay rules, and the Review Clocks feature. |
0.30 Hours |
Partners,Customers,Employees |
| WFM: Introducing the New Enhancements in Self Service Portal |
This session will introduce the new Self Service Portal timesheet and employee availability enhancements available in the 2025.10 release. |
0.08 Hours |
Partners,Customers,Employees |
| WFM: Introducing the New Enhancements in Reporting & Analytics |
This session will introduce the new enhancements in Reporting & Analytics available in the 2025.10 release, including new scheduling reports and Shift Billboard Dashboard updates. |
0.18 Hours |
Partners,Customers,Employees |
| WFM: Introducing the New Enhancements in Platform |
This session will introduce the new enhancements in Platform available in the 2025.10 release. Key updates include changes to the Data Migration Tool, integration capabilities, Archiving Manager, and more. |
0.12 Hours |
Partners,Customers,Employees |
| WFM: Using Advanced Forecasting |
Learn about the new Advanced Forecasting (in Limited Availability) available in the 2025.10 release. With improved user experience and advanced forecast models. |
0.22 Hours |
Partners,Employees |
| WFM: Using the new enhancements in MR / OTS |
Learn about all the new enhancements for MR / OTS available in the 2025.10 release. Key updates include team-specific publish durations, rotation publish conflict handling, and performance optimization. |
0.32 Hours |
Partners,Customers,Employees |
| WFM: Using the new enhancements in Self-Scheduling |
Learn about all the new enhancements for Self-Scheduling available in the 2025.10 release. Key updates include multi-team schedule process configuration and self-scheduling group rule imports. |
0.18 Hours |
Partners,Customers,Employees |
| WFM: Using the new enhancements in Open Shift Manager |
Learn about all the new enhancements for the Open Shift Manager available in the 2025.10 release. Key updates include the ability to post and broadcast shifts, approval and management of partial shift bids. |
0.18 Hours |
Partners,Customers,Employees |
| WFM: Using Schedule Management |
Learn about the new Schedule Management experience (in Limited Availability) available in the 2025.10 release. This is a new experience to view and manage schedules, including the ability to edit shifts, mark employees as absent, swap shifts, and more. |
1.13 Hours |
Partners,Employees |
| WFM: Using the new enhancements in Time & Attendance |
Learn about all the new enhancements for Time & Attendance available in the 2025.10 release, including updates in the weekly timesheet, pay rules, and the Review Clocks feature. |
0.55 Hours |
Partners,Customers,Employees |
| WFM: Using the new enhancements in Time-Off Planner |
Learn about all the new enhancements for Time-Off Planner available in the 2025.10 release, including updates to employee request and manager approval experience. |
0.18 Hours |
Partners,Customers,Employees |
| WFM: Using the new enhancements in Self Service Portal |
Learn about all the new Self Service Portal timesheet and employee availability experience available in the 2025.10 release. |
0.18 Hours |
Partners,Customers,Employees |
| WFM: Using Leave of Absence (LOA) |
Learn about all the new Leave of Absence experience available in the 2025.10 release. |
0.18 Hours |
Partners,Customers,Employees |
| WFM: Using the new enhancements in Data Collection (Time Clocks) |
This session provides a walkthrough on how to configure and use the latest Data Collection enhancements available in the 2025.10 release, including the ability to view balances and request time off via hardware time clocks and meal confirmation via TimeTrack. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using the new enhancements in Reporting & Analytics |
Learn about all the new enhancements for Reporting & Analytics available in the 2025.10 release, including new scheduling reports and Shift Billboard Dashboard updates. |
0.48 Hours |
Partners,Customers,Employees |
| WFM Using Workspaces |
Learn about all the new enhancements for Workspaces available in the 2025.10 release, including the configuration and usage of workspace widgets. |
0.20 Hours |
Partners,Customers,Employees |
| WFM: Using new features and enhancementes in Platform |
Learn about all the new enhancements for Platform available in the 2025.10 release. Key updates include changes to the Data Migration Tool, integration capabilities, Archiving Manager, and more. |
0.48 Hours |
Partners,Customers,Employees |
| WFM: Using the new enhancements in Scheduling & Assignments |
Learn about all the new enhancements for Scheduling and Assignments available in the 2025.10 release, including updates to shift configuration, schedule coverage, Central Staffing, and Associated Jobs. |
1.53 Hours |
Partners,Customers,Employees |
| WFM: Configuring Infor OS Security for Workforce Management |
In this course, administrators will learn how to configure the Security User Master (SUM) BOD based users' system of record, how to troubleshoot the SUM BOD, and how to create a new security role based on the Workforce Management (WFM) Security Group. |
01 Hours |
Partners,Customers,Employees |
| WFM: Configuring Infor OS Workspaces for WFM |
This course covers the capabilities of Standard Workspaces, including the predefined WFM Workspaces such as Employee (Frontline), Manager (Frontline), System Administrator, and Talent Acquisition. Participants examine the different Workspace types—Private, Published, and Standard—and describe their distinct characteristics and use cases. The course demonstrates how to access, navigate, and customize Workspaces, including creating copies of applications for greater control over default settings and entry points. It explains how to edit a Standard Workspace by duplicating the original to preserve its configuration, and how to add announcements to keep users informed about upcoming events or important notifications. The course also covers security permissions managed through Infor Federation Services (IFS) and OS Portal administration. Additionally, participants identify and configure widgets—including KPI widgets, published widgets, and standard widgets—using the Widget Catalog to enhance Workspace functionality. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: Cognos Analytics Overview |
This course introduces learners to Workforce Management (WFM) intelligence reports using IBM® Cognos® Analytics. Participants will learn how to navigate the Cognos user interface (UI), utilize the WFM metadata model, understand high-volume tables, interpret generated Structured Query Language (SQL) queries to optimize report performance, and enhance enterprise reporting capabilities. The target job roles appropriate for this course are administrators, employees, functional consultants, (Human Resource) HR administrators, payroll administrators, reporting analysts, scheduler supervisors, technical consultants, time entry administrators, and sales personnel. |
01 Hours |
Partners,Customers,Employees |
| WFM: Configuring and Using BODs for WFM Integration |
This course is designed to provide functional consultants and administrators a comprehensive overview of how to configure and use Business Object Documents (BODs) for seamless integration between Human Resource Talent (HR Talent or HRT) and Workforce Management (WFM). It equips learners with the knowledge and skills to set up WFM for BOD integration, understand key BOD data mappings, and troubleshoot common integration issues. |
01 Hours |
Partners,Customers,Employees |
| WFM: Introducing new features and enhancements in Advanced Forecasting |
This course covers the key enhancements introduced in this release, including accessing and modifying workload in forecasting, where workload based on forecasts previously had no dedicated interface for managing the workload, making it difficult to independently view, analyze, and adjust workload requirements. The solution displays workload data linked to the forecast, making forecast-based workload visible and editable, and supports creation of forecast-based workload via Staffing Requirement Templates (SRT). The course also explores shift generation from workload and assignment to employees, which addresses the inability to create unassigned shifts based on forecasted workload for assignment via Self Scheduling, Shift Billboard, or Auto-assignment. The solution adds new Advanced Schedule Profile options to control shift-generation behavior, profile-based configuration so teams can choose flexible shift-generation workflows (manual, automated, or mixed) per profile, and intelligent handling of existing unassigned shifts (both rotation and non-rotation) during auto-assignment. Participants will be able to identify the problems addressed, describe the solutions implemented, and evaluate the benefits of improved planning efficiency and greater flexibility in shift generation workflows. |
0.10 Hours |
Partners,Employees |
| WFM: Introducing new features and enhancements in Data Collection (Time Clocks) |
This course covers the four key enhancements across Hardware Clocks and TimeTrack sub-modules. Participants will explore Multi-Finger Enrollment, which enables employees to enroll additional fingerprints on biometric time clocks (8200 and 9000 models) to provide backup identification and reduce supervisor intervention when a primary fingerprint cannot be read. The course also addresses Employee Validation Bypass, which empowers employees to override swipe validations at the clock by confirming supervisor approval, with all bypass actions recorded in swipe data for audit purposes. Additionally, participants will examine the TimeTrack Device Registration Auto-Refresh enhancement, which implements an automatic 24-hour cookie refresh mechanism to keep TimeTrack devices registered across browser cookie lifetimes without requiring re-registration. Finally, the course covers Detailed Time Attestation in TimeTrack, which enables employees to attest to daily timesheet details—including work summary, work details, and overrides—directly from TimeTrack, supporting labor regulatory compliance and delivering a consistent user experience across all clocking solutions. Together, these enhancements reduce workflow interruptions, minimize supervisor and IT overhead, and expand self-service options for employees at the clock. |
0.18 Hours |
Partners,Customers,Employees |
| WFM: Introducing new features and enhancements in Manage Schedule |
This course covers the enhancements across the Scheduling module, including Customizable Data Columns that enable customers to define configurable data columns with their own business logic to surface tailored KPIs and metrics alongside standard totals. The course explores the Managing Time Off Requests enhancement, which allows schedulers to drill into request details such as dates, reasons, attachments, and conflicts directly from the schedule, and to approve or deny requests individually or in batch with comments and notifications. It also describes the Adding Time Off on Mobile Schedule feature, enabling creation and cancellation of time-off requests directly within the mobile Manage Schedule view with real-time schedule updates. The course identifies the Scheduling Areas enhancement, which introduces Areas to group schedules and employees and allows editing a shift's Area in single-edit and multiedit modes for efficient bulk changes. It further explains the Associated Job Grouping feature that organizes scheduled and unassigned shifts under Associated Job groupings, enabling role-centric filtering and coverage assessment. |
0.25 Hours |
Partners,Employees |
| WFM: Introducing new feature and enhancements in Platform |
This course covers the new features and enhancements in the Workforce Management (WFM) Platform delivered in the 2026.04 release across four key areas within Integrations and Interfaces. Participants examine the HRPersonnel Policy Processor Change, where the HRPersonnel Business Object Document (BOD) Policy processor was updated to end date existing policies and create new policies on rehires, with added support allowing incoming policies from HRT to co-exist with policies that were set manually in WFM. The course demonstrates the Earn Code Mapping enhancement, which introduces the ability to configure Earn Codes in Admin Portal, display them as core fields on the Daily Timesheet, and simplifies payroll export XML complexity when creating payroll export files. Participants analyze the Fixed Width Import Export Enhancement, where file definitions previously requiring manual file management on Job Scheduler instance folders have been moved into the database for streamlined configuration management, reducing administrative overhead and improving reliability of data integration processes. |
0.08 Hours |
Partners,Customers,Employees |
| WFM: Introducing new feature and enhancements in Reporting & Analytics |
This course covers the new features and enhancements in Workforce Management (WFM) Reporting and Analytics delivered in the 2026.04 release. It presents the Save Reports with Pre-defined Parameters enhancement, which enables users to save and reuse named report versions with preset parameters and a meaningful user-defined name, eliminating repetitive parameter entry, reducing parameter-entry errors and inconsistencies between runs, and supporting both public standardized report setups and personal private variants accessible under Reports > My Saved Reports. The course examines the Dual Hierarchy Support enhancement for operational reports, which enables supervisors with permissions to an employee's alternate non-working team to run reports and view the employee's work and home-team details, improving reporting accuracy and usability for organizations using an HR Org Unit home team alongside a separate supervisor hierarchy. It describes the Display Actual and Proxied User Information enhancement, which displays both the actual and proxied user using the proxied user's time zone in the footer of all operational reports and includes this information whenever a report is exported or printed. |
0.12 Hours |
Partners,Customers,Employees |
| WFM: Introducing new features and enhancements in Scheduling & Assignments |
This course covers the configuration options for displaying team name and description in MR / OTS to improve team identification accuracy. The course explores how schedulers can attach auditable employee notes during rotation management in MR / OTS, ensuring trackable communication between schedulers. It describes the timed saves mechanism in MR / OTS that auto-saves rotation schedule changes to prevent data loss. The course explains how shift attributes can be retained during float transactions in Central Staffing, providing schedulers with flexibility on how attributes are managed when employees move between teams. It demonstrates how schedulers can add shifts for unscheduled jobs directly within Central Staffing, eliminating costly context switching. The course identifies enhancements to the Open Shift Manager, including the ability to edit shift details directly, access shift history audit logs, and configure billboard posting for broadcasted shifts to increase pickup rates. |
0.33 Hours |
Partners,Customers,Employees |
| WFM: Introducing new features and enhancements in Time & Attendance |
This course covers the Vacation Planning (Open) capability, which streamlines the vacation bidding process by enabling employees to submit preferred vacation dates during a defined planning window while supervisors review and allocate time in accordance with organizational policies. The course explores Supervisor Summary enhancements that improve timesheet data visualization through expanded grouping, sorting, filtering options, and drill-down capabilities into daily work details. It also addresses Weekly Timesheet enhancements including a new Save & Submit button that highlights errors prior to submission and the ability to remove work hours on holidays from the elapsed time grid. Participants will examine the Payroll Export Warning/Block feature designed to prevent accidental duplicate payroll exports, as well as the Employee Timesheet Lock Date function that restricts employee access to timesheets based on a pay group date. The course details Quick Views enhancements that extend functionality to SSP Timesheet, Manage Schedule, SAW, and Weekly Timesheet with new tabs and fields, along with API access for external applications. It covers Pay Rules enhancements to the Weekly Overtime Plus, Guarantees Plus, and Day Split rules. |
0.25 Hours |
Partners,Customers,Employees |
| WFM: Using new features and enhancements in Central Staffing |
This course covers a detailed description of how to set up, activate, and use three related Central Staffing enhancements. The first enhancement, Add Shifts for Unscheduled Jobs, enables users to add shifts for any job associated with the selected team, even if the job is not scheduled for that day, through a new Add Shift option available directly from the Central Staffing screen. This simplifies staffing adjustments, reduces dependency on multiple modules, and improves overall efficiency in managing daily staffing needs. The feature toggle ADD_SHIFT_BUTTON_IN_CS controls activation for upgrading customers. The second enhancement, Keeping Shift Attributes During Float, introduces a choice for schedulers to override shift details by pre-populating fields with information from the original shift when an employee is floated within Central Staffing. The Override Float Details functionality is available across all Central Staffing float operations including Mark for Float, Float to Other Unit, and Drag and Drop Floating, controlled by the feature toggle FLOAT_OVERRIDE_FIELDS_IN_CS. |
0.47 Hours |
Partners,Employees |
| WFM: Using new features and enhancements in Manage Schedule |
This course covers the Schedule Management is the new scheduling interface designed for creating, viewing, and managing schedules, and this course builds upon the foundational content launched in 2025.10. Participants will explore nine key enhancements including Data Columns configuration in Manage Schedule, which enables custom employee schedule and data columns to display relevant employee information such as hours worked, shifts, absences, contract hours, and premiums. The course demonstrates how to manage Time Off Requests directly within Manage Schedule by approving or denying pending requests, and how to add and cancel Time Off through the mobile device. Participants will examine the Broadcasting Shifts feature, which allows unassigned shifts to be offered to employees via mobile or email. The course also details the Areas feature for organizing employees into groups and monitoring coverage, Associated Job Grouping for organizing employees into job families, and display options for Team and Job using name or description. |
0.75 Hours |
Partners,Employees |
| WFM: Using Advanced Forecasting |
This course covers how to configure and use the Shift Generation from Workload and Assignment to Employees feature, including setting up an Advanced Schedule Profile with staffing requirement generation options, creating unassigned shifts, and configuring intelligent handling of existing rotation and non-rotation shifts. The course demonstrates how to set up and execute the Batch Shifts Generation Task via the Job Scheduler, specifying parameters such as Team, Min Day Offset, and Solution Time Out. It also describes the standalone Workload page introduced in this release, which provides a dedicated interface for accessing, viewing, and modifying workload requirements using Staffing Requirement Templates (SRT), with the ability to filter by team, date range, and intervals. The course further examines the Forecast Driver Import interface, which enables bulk import of drivers through CSV files supporting ADD, UPDATE, and DELETE operations with comprehensive validation rules and field specifications. |
0.47 Hours |
Partners,Employees |
| WFM: Using new features and enhancements in Scheduling & Assignments |
This course covers the new features and enhancements in Scheduling & Assignments delivered in the WFM 2026.04 release, providing a detailed description of how to set up, activate, and use seven enhancements across the Advanced Schedule View (ASV), Multi-View Scheduler (MVS), and Auto Assignment modules. Participants will examine the Area as grouping option in the ASV, which introduces a new Areas tab allowing schedulers to efficiently group, review, and manage shifts by Area, filter shifts by Area, and create shifts with Area as an attribute, enabled through Config Mode based on security groups. The course demonstrates the Coverage Panel Enhancement in ASV with Additional Filters, which adds a configurable Start Time option and additional filters including Shift Label, Shift Type, Activity Allocation, Shift Color, and Intervals to improve usability and control, with applied filters refreshing coverage results dynamically and configurations included in presets. Participants will configure the Job Update Restriction with Associated Jobs through the ASSOC_JOB_FORCE_UPDATE_RESTRICT configuration key that controls whether shifts can be updated when the assigned job has been converted to an associated child job after employee assignment. |
0.52 Hours |
Partners,Customers,Employees |
| WFM: Using new feature and enhancements in Time & Attendance |
This course covers the Time and Attendance enhancements delivered in the WFM v2026.04 release, providing a comprehensive examination of new features across multiple sub-modules including Payroll, Weekly Timesheet, Quick Views, Supervisor Summary, Timesheet Lockdown, Pay Rules, Import, and Approve Time Off. Participants will examine how to configure future payroll export controls that warn or restrict users from exporting payrolls into future pay periods, and how to configure weekly timesheet enhancements such as removing working hours from elapsed time on holidays and utilizing the new Save and Submit button for error-state timesheets. The course demonstrates how to apply Quick Views enhancements including additional employee fields, timesheet tab filters, and API access for external applications. Participants will configure the Supervisor Summary Daily View for reviewing and approving timesheets with filtering, sorting, and grouping options, and set up Employee Timesheet Lockdown dates at the Pay Group level to prevent employee edits while allowing supervisors to continue reviewing. |
0.83 Hours |
Partners,Customers,Employees |
| WFM: Using Vacation Planning |
This course covers the setup, configuration, and use of the Vacation Planning feature in Workforce Management (WFM). It explains how to configure vacation plan definitions, create vacation plans for specific employee groups, set up job scheduler tasks for notifications and awarding, and manage the employee bidding process. Participants will demonstrate how to set up Time Off Groups for quotas, configure vacation plan notifications, and define bidding windows. The course also details how employees submit prioritized vacation preferences and how the system automatically awards requests based on predefined time off quotas using an open-based approach. It further describes how to configure cascading time codes, apply vacation only on scheduled days, and troubleshoot common issues such as plan activation, insufficient quotas, and rollback procedures. Additionally, it identifies how vacation planning reports provide managers with auditability over employee preference results, enabling transparent and fair resource planning. |
0.28 Hours |
Partners,Customers,Employees |
| WFM: Using new features and enhancements in Data Collection (Time Clocks) |
This course covers a detailed description of how to set up, activate, and use four key enhancements related to data collection. Participants will examine the Time Track Detailed Time Attestation feature, which enables employees to attest to their daily time sheet at the same level of detail as the Self Service Portal (SSP) time sheet attestation while maintaining easier access through Time Track based on Employee Badge. The attestation presents timesheet details including Work Summary, Clocks, Work Details, Premiums, Overrides, and Code Summary, and can be triggered manually from a button or with a specific swipe type. The course also describes the Time Track Device Registration Auto-Refresh mechanism, which automatically refreshes the Browser Cookie containing the device registration when its age exceeds 24 hours, addressing the strict Browser Cookie age limits imposed by modern browsers, corporate policies, and mobile operating systems that range from 7 to 90 days. |
0.22 Hours |
Partners,Customers,Employees |
| WFM: Using new feature and enhancements in Reporting & Analytics |
This course covers the new features and enhancements in Workforce Management (WFM) Reporting & Analytics delivered in the 2026.04 release. It describes the Role-Based Scheduled Report Distribution feature, which streamlines reporting by automatically delivering reports to all users holding specific roles within a selected team, eliminating the need to manually update recipient lists. Participants will configure and apply role-based distribution on workforce performance reports, including setting up the 'Send to users by role' parameter and scheduling report run times. The course also explains the Saved Report Parameters feature, which allows users to save a complete set of report parameters under a user-defined name and reuse them instantly with a single click, removing the need to manually re-enter filters, date ranges, groupings, and sorting each time. |
0.23 Hours |
Partners,Customers,Employees |
| WFM: Using new feature and enhancements in Platform |
This course covers the new features and enhancements delivered within the WFM platform in the 2026.04 release, providing a detailed description of how to set up, activate, use, and identify any limitations of each enhancement. It describes the HRPersonnel Policy Processor change, where the Business Object Document (BOD) Policy processor was updated to end date existing policies and create new policies on rehires, resolving data inconsistencies caused when the 1-step termination process was used within Infor HR Talent. The course explains how customers need to clone the core layout with Version 2 to use this enhancement and how incoming policies from HRT can co-exist with policies set manually in WFM. It details the limitations including the possibility that Flags/UDFs on existing policies synced from HRT might be overwritten, and how a Show.HRPersonnel refresh can resolve this as a one-time operation. |
0.23 Hours |
Partners,Customers,Employees |
| WFM: Using Workspaces |
This course covers the Smart Stack feature, a new sidebar area in workspaces that provides a flexible way to display compact, dynamic content with support for half-height, quarter-height, and auto-sizing widgets. Participants will examine several new widgets including the Approve Time Off Request widget, which provides managers with insight into pending time-off requests and upcoming staffing levels; the Balance Display widget, which gives employees a clear view of their available time-off balances; the Weekly Timesheet widget, which offers managers a consolidated view of employee weekly timesheets with approval and error tracking capabilities; and the Quick View widget, which allows managers to apply pre-saved selection criteria to filter and review employees directly from the workspace. The course also demonstrates how to configure and customize Standard Workspaces by duplicating, editing, adding, or removing widgets using the Widget editing mode and the Workspace Catalog. |
0.17 Hours |
Partners,Customers,Employees |
| WFM: Using new features and enhancements in Open Shift Manager |
This course covers the updated shift cards enhancement, which improves how data is presented on shift cards for better readability on mobile devices, including the ability to display additional labor metrics such as department, project, and docket. The course demonstrates how supervisors can edit shift start and end times as well as shift attributes like Job, Activity, Docket, Department, Project, UDFs, and Flags for open shifts using the Edit button available in the Open Shifts tab. Participants explore the new Shift History tab in the details panel that lists actions taken on a shift and by whom. The course explains how the Assign modal's "Team members only" checkbox can be unchecked to list all employees accessible through team permissions, enabling organizations with central staffing setups to assign open shifts beyond the shift's team. It also describes how to configure custom sorting through Groovy extension scripts for the Employee(s) lookup, including adding extension scripts, updating the RCA Employee Sort callout, and configuring sort order maintenance. |
0.40 Hours |
Partners,Customers,Employees |
| WFM: Advance Scheduling in SSP for Employees |
Welcome to WFM: Advance Scheduling in SSP for Employees. This course empowers end users, system administrators, and consultants to use the advanced scheduling capabilities in the Self Service Portal (SSP) proficiently. Learners will master key features, including viewing work schedules and co-worker schedules through the Schedule Hub, submitting availability patterns, and finding shift trades, shift give aways, self-scheduling, and shift bidding processes. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Leveraging Daily Timesheets |
Welcome to WFM: Leveraging Daily Timesheets. This course focuses on working with the daily timesheets in Workforce Management (WFM). Learners will explore timesheets, review employee work details, and make updates to ensure accurate time records. The course also covers how time is recorded and adjusted, including handling missing entries and applying overrides. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Leveraging the Weekly Timesheet |
Welcome to WFM: Leveraging the Weekly Timesheet. The Weekly Timesheet is a central workspace for recording, reviewing, and submitting employee time in Workforce Management (WFM). In this course, you'll learn how to view the Weekly Timesheet, enter elapsed time, manage exception time using presets, and submit timesheets for approval. It also explains how supervisors review and authorize submitted timesheets from within the Weekly Timesheet. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Leveraging Calculation Groups |
This course provides learners with foundational and applied knowledge of calculation groups in Workforce Management (WFM), focusing on configuring and managing pay rules using the Quick Rule Editor. Learners explore calculation group structures, rule libraries, conditions, processing order, and rule testing techniques to support accurate and efficient payroll calculations. |
01 Hours |
Partners,Customers,Employees |
| WFM: Leveraging the Supervisor Approval Worksheet |
Welcome to WFM: Leveraging the Supervisor Approval Worksheet. In this course, you’ll learn how supervisors use the Supervisor Approval Worksheet (SAW) to load timesheet records, review approval status, investigate unauthorized time, and complete approvals for employees and teams. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Workforce Management Overview |
Welcome to the Workforce Management Overview course. You will explore the key features and benefits of workforce planning, scheduling, and Time and Attendance. You will also identify the functionality of workforce business intelligence (BI) and analytics, and employee self-service. Finally, you will identify the role of WFM technology platform. |
0.75 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Notification Center |
This session will cover how to use the new features and enhancements for Notification Center available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Platform |
This session will cover how to use the new features and enhancements for Platform available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Quick Views |
This session will cover how to use the new features and enhancements for Quick Views available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Reporting |
This session will cover how to use the new features and enhancements for Reporting available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Time & Attendance |
This session will cover how to use the new features and enhancements for Time & Attendance available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Time-Off Planner |
This session will cover how to use the new features and enhancements for Time-Off Planner available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Advanced Forecasting |
This session will cover how to use the new features and enhancements for Advanced Forecasting available in the 2026.10 release. |
0.50 Hours |
Partners,Employees |
| WFM: Using the new features and enhancements in Manage Schedule |
This session will cover how to use the new features and enhancements for Manage Schedule available in the 2026.10 release. |
0.50 Hours |
Partners,Employees |
| WFM: Using the new features and enhancements in MR/OTS |
This session will cover how to use the new features and enhancements for MR & OTS available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Open Shift Manager |
This session will cover how to use the new features and enhancements for Open Shift Manager available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Scheduling & Assignments |
This session will cover how to use the new features and enhancements for Scheduling and Assignments available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using Schedule Bidding with Simple Rotations |
This session will cover how to use the Schedule Bidding feature available in the 2026.10 release. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Using the new features and enhancements in Data Collection (Time Clocks) |
This session will cover how to use the new features and enhancements in Data Collection available in the 2026.10 release. This includes detailed time attestation for hardware clocks, independent before/after grace period, and enhanced clock update schedule among others. |
0.50 Hours |
Partners,Customers,Employees |
| WFM: Birst Analytics for Workforce Management Overview |
The WFM: Birst Analytics for Workforce Management Overview course provides functional consultants and administrators with the knowledge and skills to communicate the capabilities of core Birst Dashboards in Workforce Management. Learners will discover how to articulate dashboard benefits, demonstrate setup and configuration, and guide clients in using dashboards for knowledge transfer and requirement gathering. The course covers dashboard structure, security and access, managing analytics collections, creating and customizing reports, integrating analytics widgets, and troubleshooting common issues. By the end of this course, participants will be able to confidently present Birst Dashboard solutions that support client business needs and drive informed decision-making. |
01 Hours |
Partners,Customers,Employees |
| WFM: Time and Attendance Overview |
This course provides a foundational overview of the Time and Attendance module within Infor Workforce Management (WFM). Learners will explore how the solution supports accurate employee time tracking, payroll processing, labor compliance, and workforce productivity through an integrated platform. The course introduces key concepts, terminology, business processes, and core functionality, including timesheets, payroll settings, leave management, labor metrics, employee and supervisor self-service capabilities, reporting and alerts, payroll export processes, and Affordable Care Act (ACA) tracking. Learners will also gain an understanding of how Time and Attendance integrates with HR and payroll systems to streamline workforce management, improve payroll accuracy, enhance compliance, and support informed decision-making. |
0.50 Hours |
Partners,Customers,Employees |