The self scheduling screen has changed in the April 2023 upgrade.

Related Topics

How To: Swap or Give Away a Shift

Navigation: Infor > Staff Self Service Home Page > My WFM Time & Schedule > Self Scheduling

1.  Click on "My WFM Time & Schedule". 

2.  Click on "Self Scheduling", this will open the portal for WFM.  

3.  The Self Scheduling page will open as a calendar view.  The small green triangle on the corner of a date shows that shifts are available to be selected. 

4.  Click on a date you wish to select a shift.  A pop up will show the shifts available that do not overlap with your existing shift. The number in the corner will show how many shifts are available. 

5.  If there is more than one self scheduling window open for you, the "Processes" box will let you switch sets of shifts to see. 

6.  When you have selected all of the shifts you need, look for any warnings about schedule guidelines in the space above the "Submit" button.  Resolve the warnings by changing the shifts selected.  If you have followed all of the guidelines, it will be clear and you can click "Submit". 

7.  You should see a message when your shifts have been successfully submitted. 

8.  Your schedule will now be updated to show the shifts you have committed to work.  However, they will not be fully published until after the self schedule window has closed and processed by your unit scheduler. 

9.  Until the self scheduling window has closed, you will be able to come back to this screen to make changes. Click on the date you wish to change.  

10. You can click the Trash icon to delete a shift, you do not need to "Submit".  If you add a new self schedule shift you will need to click "Submit".