How to Approve/Deny Time Off Requests- WFM Upgraded Version
Objective:
To efficiently review and approve or deny time off requests for employees using Infor WFM as a supervisor.
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 | QuickStart PrintoutPDF document ready for printing.
|
---|
Key Steps:
Log in to Infor WFM as a supervisor.
Click on "Time Off Approval" to access the current month's requests.
Use the arrows to navigate to different months if needed.
Review the list of employees with pending approval or pending cancellations.
Select individual requests by clicking the box next to them.
Choose to approve or deny the request and click "Submit".
Leave a comment if necessary.
To approve a whole week, check the box next to the week and click "Approve".
Monitor the color-coding: green for approved requests, charcoal for denied or canceled requests.
Ensure all requests are either approved or denied by the end of each payroll period and month.
Cautionary Notes:
Ensure you are logged in as a supervisor to access the Time Off Approval section.
Double-check your selections before submitting to avoid errors in approval or denial.
Communicate clearly with employees by leaving comments when necessary.
Tips for Efficiency:
Familiarize yourself with navigating Infor WFM to quickly access the Time Off Approval section.
Regularly check for pending requests to stay on top of approvals and denials.
Batch process requests by approving entire weeks when possible to save time.
Phoenix and ESI will be temporarily unavailable starting at 4:00 PM on Tuesday, November 12, 2024, due to scheduled maintenance. The applications are expected to be accessible again later that same evening. For a comprehensive overview of the changes made to the Phoenix application, please review the release notes. All users are advised to clear their browser cache following this release. If you require assistance, please submit a ticket through the Technology Service Desk.