How to View Personal Information and Leave Balances - WFM Upgraded Version

Owned by William Johnson, created
Last updated: Sep 12, 2024
1 min read

Objective

To access personal information and lead balances in the WFM self-service portal, verify the information, and report any errors to HR personnel.

The video below uses the Infor GO PC application for the demonstration. The steps and screens are identical to the iOS and Android Infor Go application.

Loom Video

https://www.loom.com/share/63afa0041c2b47a098382e0e159de3df

QuickStart Printout

PDF document ready for printing.

 

Loom Video

https://www.loom.com/share/63afa0041c2b47a098382e0e159de3df

QuickStart Printout

PDF document ready for printing.

 

Key Steps

  1. Log in to the WFM self-service portal.

  2. Scroll down on the left-hand side until you hover over the profile menu.

  3. Select the profile button

  4. Review your name, title, and leave balances displayed.

  5. Verify the hours listed for each category.

  6. Report any errors to HR personnel if discrepancies are found.

Cautionary Notes

  • Ensure that you are logged in with the correct credentials to access personal information.

  • Do not share your login details with anyone to maintain data security.

Tips for Efficiency

  • Regularly check your personal information and leave balances to stay updated.

  • Report any errors promptly to HR personnel to ensure accurate records.