Mark the pay code as an absence
From the dashboard menu, click WFM Admin Dashboard.
Select WFM Configuration, then click Pay Codes.
Find the relevant pay code and click the three-dot menu.
Select View/Edit Pay Code.
Select the Absence indicator check box.
Click Save.
Add the pay code to a pay code group
From the dashboard menu, click WFM Admin Dashboard.
Click WFM Configuration, then click Pay Code Groups.
Select the relevant pay code group.
Add the required pay code to the group.
Click Save.
Check Pay Code Access Groups
Pay Code Access Groups control which users can see and use specific pay codes. Check the employee's access at each of the following levels.
Employee level
Go to WFM Admin Dashboard, then WFM Person Maintenance.
Find the employee, click the three-dot menu, then select View/Edit.
Go to the Personal Groups section.
Check which Pay Code Group is assigned to the employee.
If the required group is not assigned, add the appropriate Personalised Pay Code Group.
System user level
Go to WFM Admin Dashboard, then WFM Configuration.
Click WFM System Users Configuration.
Find the employee, click the three-dot menu, then select View/Edit.
Under Access Privileges, check the Pay Code Access Groups.
If the required group is not assigned, add the appropriate Personalised Pay Code Group.
Work group level
Go to WFM Admin Dashboard, then WFM Configuration.
Click Work Group.
Find the employee's Work Group, click the three-dot menu, then select View/Edit Work Group.
Go to Group Codes.
Check that the appropriate Personalised Pay Code Group is assigned.
If it is missing, add the appropriate group.
Check whether the pay code is marked as HR Only
In WFM Admin Dashboard, go to WFM Configuration > Pay Codes.
Find the relevant pay code, click the three-dot menu, then select View/Edit Pay Code.
Check whether HR Only is enabled.
If HR Only is enabled, the pay code can only be accessed by system users who have the HR User privilege.
đNote: Setting a pay code to HR Only restricts access to HR users.
Grant HR User access
If the pay code is marked HR Only, make sure the relevant system user has the HR User privilege enabled.
On the portal
Go to WFM Admin Dashboard, then WFM Configuration > WFM System Users Configuration.
Find the employee, click the three-dot menu, then select View/Edit.
If the user does not exist, click Create New User.
Set Access Type to Portal Access.
Enter the employee number and select the company number.
Assign the required Access Privileges, Work Groups, and Departments.
Enable the HR User toggle.
In Back Office
Go to CoreTime > System Params > System Users.
Search for the employee.
If the user is not registered, set Access Type to Manager Self Service.
Enter the employee number.
Select the Active check box.
Assign the required Access Privileges, Work Groups, and Departments.
Enable the HR User parameter.
Grant access to WFM System Users Configuration
If the user cannot see WFM System Users Configuration, they may not have access to the required menu profile.
In the search bar, search for Security, then select the menu.
Select User Management.
Find the relevant user, click the three-dot menu, then select Manage Account.
Under Menu Profiles, search for
WFM_SYSTEM_USERS_CONFIG.Enable the Active toggle.
Log out and back in for the change to take effect.
Hide open-ended absences
To prevent managers from logging open-ended absences for all absence types:
Go to Admin Dashboard > Site Manager > Admin Settings.
Search for cp_roster_hide_openend.
Set the value to Y.
đNote: This setting applies globally to all absence types and cannot be configured for individual absence types.