Objective

To guide users on how to access and switch between the self-service portal and the admin portal in the new WFM system.

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Key Steps

1. Login: Log into Infor WFM and if you land on the self-service portal screen start at step 2. If you land on the admin portal screen, start at step 3.

2. Access Admin View:

   • Click on the hamburger menu at the top left of the screen.

   • Click the portal drop-down.

   • Select "Admin Portal" from the portal menu.

3. Switch Back to Self-Service Portal:

   • Click on the "Self-Service Portal", icon on the top right of the screen.

Cautionary Notes

• Ensure you are on the correct portal before making any changes to avoid errors.

• Follow the steps precisely to avoid confusion between the self-service and admin portals.

Tips for Efficiency

• Familiarize yourself with the icons and menu options to navigate quickly.

• Remember to save any work before switching between portals to prevent data loss.

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