Workforce Management Training

5/1/2024
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 WFM Building
Labor Metrics
Agen 01
Blocks 04

Time Codes and Public

da 02
Hour Types 05
Holidays
Day 1 Balances,
03 Accruals and Time 06 Scheduling
Off Types

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 Your Nordic Team
ERP/HCM Services

Bill Buttrill
WFM Principal
Consultant

Anyone Else…
Kellie?
Solution
Executive

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 WFM Building Blocks

 Calculation Groups – How I get paid. A common set of rules that apply to the same employees. Found
under Maintenance -> System Admin -> Toolkit -> Quick Rule Editor.
Examples: Salary/Exempt, Hourly/Nonexempt, CBA (name),
Union/Nonunion.

 Pay Groups – When I get paid. A grouping of employees that get paid on the same cycle. Found under
Maintenance -> Payroll Settings –> Payroll Close -> Pay Group.
Examples: Weekly, Biweekly, Semimonthly

 Security Groups – What I can do. A grouping of employees who all have the same access to the application.
Found under Maintenance -> Security -> Group Security -> Security Group.
Examples: System Admin, Payroll Admin, Supervisor, Employee.

 Teams – Who I can see. A grouping of employees who all report to the same Supervisor. Found under
Maintenance -> Security -> Team Security -> Team.
Examples: Based on Supervisor structure in GHR/HRT
*Note: Teams are hierarchical and have a
parent/child relationship like a corporate organization chart. The CEO can see ALL employees,
but downstream managers/supervisors can only see their direct reports.
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 Time Codes and Hour Types

 A Timecode is a code that gets assigned to different activities during the workday. Many timecodes are
delivered by default, but the most common are WRK, UAT, BRK and MEAL.
Found under = Maintenance, Payroll Settings, Time Codes
 Timecodes can affect balances for PTO, Sick, or Vacation based on accruals. Timecode balances can be
incremented or decremented.
 Other Timecode setup options include Unauthorize, Irregular, LTA (req’d for Time Off Types), LMS and Is
Productive.
 An Hour Type pairs with a Time Code and sets the rate factor (0, 1.0, 1.5, 2.0) for straight time , overtime and
unpaid. Delivered Hour Types include; REG, OT1, OT2, UNPAID. Often configured are Leave or Time Off and
PREM. Found under = Maintenance, Payroll Settings, Hour Types

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 Balances, Accruals and Time Off Types

 Balances are a holding place or bucket of hours that are usually accrued from either WFM or HRT (through
integration). Balances can be incremented or decremented through use of timecodes that have the same
balance name associated to it. Examples: PTO, Sick, Vacation, Banked OT or Banked Holidays.
Found under Maintenance -> Balances and Accruals -> Balances
 Accruals are an automatic and periodic process that increments the associated balance. A single accrual can
have multiple entries or details that provide different increment values based on seniority. Example: A
vacation accrual may provide hours earned weekly, monthly, yearly, or pay period and the hours earned can
vary depending on the seniority tier the employee belongs to. If they are a new hire, they may earn 5 hours
per pay period, but if they have 15 years of seniority they would earn more.
Found under Maintenance -> Balances and Accruals -> Accruals -> Accrual
Setup
 Accrual Policy is a collection of different accrual types that are assigned to the employee record. Example: An
accrual policy may be called Full Time, and the accrual policy could contain FMLA, Sick and Vacation accrual
plans. A Part Time accrual policy may only contain FMLA.
Found under Maintenance -> Balances and Accruals -> Accruals -> Policy
Setup
 Time Off Types is where you configure the time off types for requested leave. The Leave Request System will
route a request from an employee to their direct Supervisor. Time off types often coincide with balances like
©2023 Nordic™. All rights reserved. PTO, Sick or Vacation, but can also be used for non-balance type leave like Jury Duty or Bereavement. 6
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 Labor Metrics and Labor Metric Security

 Labor Metrics is a group of accounting entries. The default groups are called, Department, Project and
Docket. Jobs are also contained under the Labor Metrics, and these are what drives the employees' rate of
pay. These tables can be leveraged to hold any accounting entity from FSM and the labels can be modified to
match. Examples: table values will typically come from HRT provided by FSM chart of accounts. Found
under Maintenance -> Labor Metrics
 Labor Metric Security is a setup that limits which list values are viewable by certain employee groups. Most
typically, this is used to restrict which timecodes a user can access in the timesheets. It can be extended to
other areas like labor metrics, but it is always used on timecodes. The success of this feature relies upon the
coding of the timecode lookup field in the timesheet. To provide best flexibility, a unique LMS entry should be
setup for each individual timecode. The details within each LMS entry involve assigning a security group and
calc group to define who can use it and who it can be applied to.
Found under Maintenance -> Labor Metrics -> Labor Metric Security

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 Public Holidays

 Public Holidays are where a client’s specific holidays are defined.

Found Under Maintenance -> Public Holidays
 Holiday Calendar is a specific set of holidays all observed by the same group of employees. When creating
new calendars, all defined holidays with “use calendar” will populate the calendar using the date from the
holiday, but the year you select. Examples: 2024 All Employees, 2024 FT Employees, 2024 PT Employees.

Found Under Maintenance -> Public Holidays -> Holiday Calendar

 Holiday is where each unique holiday is defined. Create new holidays per client requirements. Check the box
for “use calendar” to have these holidays included when creating new holiday calendars. Examples:
Christmas, Thanksgiving, Labor Day, Independence Day.
Found Under Maintenance -> Public Holidays -> Holiday
 Holiday Assignment Task is a required task in the job scheduler to assign the holiday calendars to the
respective employees Found under Maintenance -> System Administration -> Job Scheduler

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 Scheduling – Shifts & Patterns

 WFM Basic Scheduling is comprised of two main elements; shifts and shift patterns.

 Shifts are a unique start/end time for a work unit. Examples: 0800-1600, 9AM–5PM, 2300-0700.
Found under Maintenance -> Schedule Settings -> Shifts
 Shift Patterns are a set of repeating shifts grouped together in order to establish a work schedule. Shift
patterns can be created for different shifts per day and multiple days or weeks. Shift patterns repeat when
they get to the end of the shift list. Shifts are assigned to a day number with the first day of the week being
defined by the “Start Date”. The start date selected will set the first day in the pattern to start on the day
selected. Examples: 0900-1700 M-F, Sat-Sun 2300-1100, 0700-1900 MWF, M-Th 10am-8pm.
Found under Maintenance -> Schedule Settings -> Shift Pattern

*Note – shift patterns are assigned in HR Talent under Schedules and sent to WFM through integration.

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 Team Hierarchy (Simple)

Workbrain Root Team

Unassigned Team
CEO Team
Terminated Team
VP Team 1 VP Team 2

Mgr. Team 1.1 Mgr. Team 1.2 2.1 Team

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 Team Hierarchy (Detailed)

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 Reference Materials

 WFM online docs -> https://docs.infor.com/wfm/2024/en-us/wfmclolh/default.html

 WFM Reports – User -> Reporting -> Reports -> Standard Reports

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 Questions?

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 Contact Name: Bill
Buttrill
Title: Principal WFM
Consultant
Email Address:
bill.buttrill@nordicglob
al.com
Direct Line: 904-555-
1212

Thank you.

NordicGlobal.com

@Nordic_Global

/NordicGlobal

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