Here you will find the steps on how to Migrate from Back Office to Portal.
Benefits of Using the Portal
Streamlined Interface: Combines three back-office screens into a single, central portal view.
Enhanced Summary Screen: Displays a list of existing companies along with their key configuration details.
Company Management: Allows you to mark a company as inactive when needed.
Configuration Wizard: A step-by-step setup assistant to guide administrators through configuring Companies and Calendars.
Improved System Calendar: Supports automatic calendar generation for each Time & Attendance (T&A) year.
Simplified Access Control: A dedicated menu profile includes all necessary menu options for easy access.
How to Self-Migrate from Back Office to Portal
To enable Company and Calendar Config on the WFM Administrator Dashboard, follow these steps:
Navigate to Security.
Click the Menu Profiles tab.
Select the menu profile you want to update (e.g.,
CorePortal_admin).From the three-dot menu, choose Import Menu Options.
Select From existing menu profile.
Search for and select WFM_COMPANY_SETTINGS_ADMIN.
Click OK.
Once the import is complete, a confirmation message will appear. Click OK.
The menu options and web services will now be available under your selected menu profile (e.g., CorePortal_admin).
Accessing the New Configuration
The WFM Company, Control Parameters, and System Calendars features are now enabled. To access this please follow the steps.
Go to WFM Admin DashboardFind WFM Configuration
Click Company and Calendar Config.