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Infor Workforce Management Mobile Guide

The Infor Workforce Management Mobile Manager Connect User Guide provides instructions for using the app, which allows managers to perform various tasks such as authorizing timesheets and managing employee requests directly from their mobile devices. Key features include real-time tracking of time, access to performance indicators, and the ability to manage approvals and requests efficiently. The guide outlines the home screen layout, navigation options, and detailed functionalities available to enhance managerial effectiveness on the go.

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0% found this document useful (0 votes)
16 views24 pages

Infor Workforce Management Mobile Guide

The Infor Workforce Management Mobile Manager Connect User Guide provides instructions for using the app, which allows managers to perform various tasks such as authorizing timesheets and managing employee requests directly from their mobile devices. Key features include real-time tracking of time, access to performance indicators, and the ability to manage approvals and requests efficiently. The guide outlines the home screen layout, navigation options, and detailed functionalities available to enhance managerial effectiveness on the go.

Uploaded by

ygnakumar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Infor Workforce Management Mobile

Manager Connect Infor Android User


Guide

Release 6.1
Copyright © 2013 Infor

Important Notices
The material contained in this publication (including any supplementary information) constitutes and
contains confidential and proprietary information of Infor.
By gaining access to the attached, you acknowledge and agree that the material (including any modi-
fication, translation or adaptation of the material) and all copyright, trade secrets and all other right,
title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest
in the material (including any modification, translation or adaptation of the material) by virtue of your
review thereof other than the non-exclusive right to use the material solely in connection with and the
furtherance of your license and use of software made available to your company from Infor pursuant
to a separate agreement, the terms of which separate agreement shall govern your use of this mate-
rial and all supplemental related materials ("Purpose").
In addition, by accessing the enclosed material, you acknowledge and agree that you are required to
maintain such material in strict confidence and that your use of such material is limited to the Purpose
described above. Although Infor has taken due care to ensure that the material included in this publi-
cation is accurate and complete, Infor cannot warrant that the information contained in this publication
is complete, does not contain typographical or other errors, or will meet your specific requirements.
As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any
loss or damage to any person or entity which is caused by or relates to errors or omissions in this
publication (including any supplementary information), whether such errors or omissions result from
negligence, accident or any other cause.
Without limitation, U.S. export control laws and other applicable export and import laws govern your
use of this material and you will neither export or re-export, directly or indirectly, this material nor any
related materials or supplemental information in violation of such laws, or use such materials for any
purpose prohibited by such laws.
Trademark Acknowledgements
The word and design marks set forth herein are trademarks and/or registered trademarks of Infor
and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade or ser-
vice names referenced may be registered trademarks or trademarks of their respective owners.
Publication Information
Release: Infor Workforce Management Release 6.1
Publication date: May 22, 2013
Contents

Chapter 1 Unlock your Managers from their desk and witness unparalleled Success . . . . . . . .5
Key Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Chapter 2 Mobile Manager Connect: Home Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7


Home Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Menu Key Function. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Home Main Page Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Clock. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Home Page Menu Bar Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Work Feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Employee Details Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
More Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Team Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Logout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 3
4 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Chapter 1: Unlock your Managers from
their desk and witness 1
unparalleled Success

Managers and supervisors are crucial to the success of your organization – locking them to a desk or
to a PC affect their work and the entire organization. Freeing them to spend time with their team
improves performance and results in increased service to all stakeholders.
Mobile Manager Connect allows all Managers to perform various activities such as authorizing
timesheets and requests directly from their device. Not only are Managers able to perform activities
for themselves, they can also perform an activity on behalf of their employees. Through Mobile
Manager Connect, all Managers can now witness and experience the success.

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 5
Unlock your Managers from their desk and witness unparalleled Success

Key Features
1 Review and authorize Requests, Exceptions and Timesheets eliminating costly bottlenecks.
2 Access Key Performance Indicators to make better decisions on the fly.
3 Track and edit Time to manage their team in real time.
4 Full Audit Trail on Edits and Actions to ensure total compliance.
5 Available on Smartphones (Blackberry, iPhone and Android).

6 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Chapter 2: Mobile Manager Connect:
Home Screen 2

Log into the Mobile Manager Connect app to display the mobile app home screen.

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 7
Mobile Manager Connect: Home Screen

Home Screen
 Displays the home dashboard screen and navigation bar.
 Clock Status: Displays the latest clock in or clocked off status.
 Approvals: Displays any request or submission that requires your attention.
 Requests: View your personal time accruals, review status of personal time off requests, and
create a time off request.

8 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Mobile Manager Connect: Home Screen

Navigation Bar
 Appears on the top of the screen and displays links to the following functionality.
 Schedule: Allows you to view your own personal schedule.
 Team Schedule: Allows you to view the schedules of your direct report employees.
 Requests: Allows you to view your own personal time accruals, review status of personal time off
requests, and create a time off request.
 Approvals: Allows you to view and authorize the timesheets and time off requests, for direct
report employees.
 Work Feed: Gives you an overview of all actions taken by your direct reporting employees.

Menu Key Function


 Select the device Menu Key for additional navigation options.
 The navigation options always include the Home Icon. The other options are based on the mobile
app screen that you are currently viewing. For example:

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 9
Mobile Manager Connect: Home Screen

Home Main Page Features

Clock
The Clock function allows you to clock in or out for a shift. The function also provides information for the
last clock activity, including a description of parameters related to the clock in or off, the time and date,
and the location.

Clock Screen (Top portion)


Complete the required fields such as Job and Dock, and scroll to the bottom of the page by swiping up.

10 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Mobile Manager Connect: Home Screen

Approvals
The Approvals function allows you to view and authorize submitted requests (such as request time
off) and timesheets for your direct report employees. You can also authorize multiple requests and
timesheets using the Approve All and Approve Clean feature.

Manager Unapproved Screen


 You can view and authorize submitted timesheets and time off requests for direct report
employees.
 Lists items that require authorization are in alphabetical order, by employee first name.
 To toggle between the Unapproved and Approved screens, select the menu icon in the top right
corner.
 To search the list, select the magnify glass icon in the top right corner. For example:

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 11
Mobile Manager Connect: Home Screen

Manager Approved Screen


 You can view timesheets submitted by direct report employees and time off requests that have
been authorized.
 You can view further details by selecting an authorized timesheet or request.

12 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Mobile Manager Connect: Home Screen

Requests
The Requests function provides you or an employee with a summary of personal accruals and
enables time off request to be submitted. When you review an employee’s information, select
“Requests” to display more details for the employee. The employee’s details replace your personal
manager details.

Requests Screen
 The Requests screen displays the current accrual information for the logged in user.
 To request time off, select the plus (+) sign in the top right corner of the screen.
 Pending Request displays submitted time off requests that are awaiting Manager authorization.

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 13
Mobile Manager Connect: Home Screen

Request for Time Off Screen


Select the pay code and date for the employee’s time off request. Then select ‘Send’ to submit the
request for approval.

14 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Mobile Manager Connect: Home Screen

Home Page Menu Bar Features

Work Feed
The Work Feed function gives you an overview of all actions taken by direct reporting employees
such as timesheet submissions, clock on and off, and time off requests. The function includes
configurable content and context aware actions, filter capability, and contact employees.
To see an overview of all the actions taken by your employees, select the Work Feed option in the
menu bar.

Workfeed Screen
 The Workfeed screen displays and organizes information on all actions performed by your direct
report employees.
 Select a work feed activity to view further information.

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 15
Mobile Manager Connect: Home Screen

Team
The Team function displays a list of the employees that report directly to you, in alphabetical order by
first name. You can also view additional details about an employee.

Team Screen
 To search for employees: Scroll down the list, or press the first letter of the employee’s name, or
type the employee’s name in the search bar at the top of the screen.
 To access an employee’s timesheet, schedule, or approvals record, click on the employee’s
name.
 To access employee contact information, press and hold on the employee name for 2 seconds.
 Select the magnify glass icon to open the employee search feature.

16 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Mobile Manager Connect: Home Screen

Employee Details Screen


The Employee Details screen lets you perform the following actions:
 Add clock punch
 View schedule
 Perform Approvals
 View employee requests
 View employee timesheets
 Clock punch on behalf of an employee
See other topics in this document for more information on each action.

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 17
Mobile Manager Connect: Home Screen

Employee Timesheet
The Timesheet function allows you to see the time entries for any particular direct reporting
employee for a given pay period. You can add clock on and off information, perform a time entry, and
approve any outstanding requests.

Employee Timesheet Screen


 Once you have selected an employee, select the day for which you want to review the employee’s
work details.
 Exceptions are indicated with a warning sign, a red triangle with exclamation point (!).
 A summary of hours based on pay codes is provided at the top of the timesheet.
 Select a specific day to view further details.
 Slide to the left or right to view the previous or future pay period.

18 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Mobile Manager Connect: Home Screen

Employee Timesheet Details


 You can view a breakdown of hours worked in a particular day against pay codes, view Clock on
and off times, and review employee entries.
 You can add in clock punches or time entries, and approve any outstanding requests by select the
Edit button at the top right corner of the screen.

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 19
Mobile Manager Connect: Home Screen

More Features

Schedule
The Schedule function can be utilized in two ways. You can view your personal work schedule or an
employee’s schedule. In either case, the schedule will display shifts assigned by pay period.

Manager Schedule Screen


 You can view the current pay period scheduling information including your associated job for the
assigned shift.
 To view past and future schedules, slide the screen to the right or left.
 You can select the shift to view further details.

20 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Mobile Manager Connect: Home Screen

Manager Schedule Details Screen (Same as Employee Screen)


In the details screen, you can view the location, job, and other shift related details.

No Schedule Details Appear after tapping a shift.

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 21
Mobile Manager Connect: Home Screen

Team Schedule
The Team Schedule function enables you to enter search criteria to display schedules based on
specific parameters.

Manager Team Schedule Screen


You can search for a specific team schedule by entering the search parameters required.

22 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide
Mobile Manager Connect: Home Screen

Manager Team Schedule Search Result Screen


 The Schedule Search Results page will return a list of all employees with shifts based on your
search parameters.
 Additional shift details are available by selecting a shift.

 In the Shift Details screen, you can update or delete an employee shift.

Infor Workforce Management - Mobile Manager Connect Infor Android User Guide | 23
Mobile Manager Connect: Home Screen

Logout
The Logout function allows you to exit the Mobile app. Once you have logged out of the Mobile App,
all data downloaded to the device is no longer accessible.

24 | Infor Workforce Management - Mobile Manager Connect Infor Android User Guide

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