Managing schedules across multiple teams can quickly become complicated, especially when it involves handling time-off requests, shift templates, and real-time updates. Fortunately, the latest enhancements to Infor’s Multi-View Scheduler (MVS) are designed to simplify the process.
With updates delivered in the Infor April CU, MVS now offers faster scheduling, improved team management, and more control for schedulers at every level. From creating Staffing Requirement Templates in bulk to making smarter shift assignments, these new features can help your team work more efficiently.
Join RPI’s Shelly Tran for a walkthrough of what’s new in MVS and how to make the most of these enhancements. Session attendees will learn how to:
- Create SRTs and Shift Templates for multiple teams simultaneously
- Build Master Rotations and One-Time Schedules that account for pending time off and team hierarchies
- Use new ASV features like comments, employee shift return, and cell width adjustments
- Navigate a redesigned Open Shift Manager with new views, display options, and overlapping bid shift handling
If your team relies on MVS to manage labor scheduling, this session is for you. Streamline your workflows and take advantage of everything the latest CU has to offer.
Transcript
Shelly Tran
Welcome everyone to our MVS in Motion — Infor April CU Enhancements for Smarter Scheduling webinar. My name is Shelly Tran, and I am a senior business analyst at RPI. Today I’m going to be presenting on the WFM Multi-View Scheduler Infor April release. The topics I’ll cover include schedule generation from staffing requirement templates, master rotation and one-time schedule creation, Advanced Scheduling View enhancements, and OpenShift Manager enhancements. After that, we’ll transition into an application demo and then head into questions before closing out the webinar.
Starting with our staffing requirement template and shift template generation: schedulers are now able to generate schedules for multiple teams and units at once, rather than repeating the process team by team. This ensures consistency across departments that follow similar staffing patterns or shift structures, reduces errors by centralizing the generation process, and is especially useful for shared services teams that manage multiple units or float pools.
Moving into master rotation and one-time schedule creation. Similar to the newly introduced enhancement for schedule generation, you’ll now also be able to create a schedule for multiple units at once, so users can view and manage schedules for all of their employees in one grid — with an enhanced coverage panel to show coverage per team.
Another new enhancement is the filter total coverage panel at the bottom of the master rotation and one-time schedule. It helps quickly identify gaps in coverage by filtering through jobs, shift types, or day parts. It improves efficiency when reviewing complex or high-volume schedules by focusing the scheduler’s attention on critical areas, and helps reduce scheduling errors by making it easier to spot over- or under-coverage.
Pending time off requests: in the schedule grid, you’ll see two calendar icons highlighted in a red box. These represent that the employee on that row has pending time off requests awaiting approval. This new icon provides immediate visibility into pending time off, eliminating the need to cross-check with separate time off screens or the employee profile. It also prevents accidental scheduling of employees who may be unavailable and improves decision-making during initial schedule planning or last-minute edits.
The last enhancement I want to highlight within the master rotation and one-time schedule is a checkbox that keeps the employee’s name visible in template mode. Currently, when you enter template mode, the employee’s name disappears — leaving schedulers to guess or remember which employee is where. With this new enhancement, you can check a box to keep the employee name visible at all times, eliminating that guessing game.
Moving into the Advanced Scheduling View enhancements, starting with the new cell width option. In the schedule selection, there will be three cell width options: small, medium, and large. This improves readability — wider cells make it easier to view full shift labels, job names, or notes without hovering, which is especially helpful in busy units like the ED or OR. It also enhances accessibility for staff who prefer larger visuals or need more screen clarity during long scheduling sessions, and reduces click fatigue by making more information visible at a glance without needing to open shift details for every entry.
Employee comments are now available in the ASV. A comment bubble will be located in the employee cell, providing schedulers with context — notes such as “on modified duty,” “training on new unit,” or “returning from leave.” This improves continuity across shifts and among multiple schedulers managing the same unit, and reduces reliance on outside systems or sticky notes to track employee-specific information like accommodations, restrictions, or performance notes — all in one central place.
The Return Shift to Original Employee feature: if an employee is booked off but wants to cancel that book-off, schedulers now have the option to return the original shift to the employee by checking the box and clicking Submit. This gives schedulers control over whether to return the shift or leave it unassigned. It prevents accidental reassignments and is especially useful when the original shift was already covered by someone else or reassigned manually. It also supports complex staffing workflows — for example, when a shift was split, floated, or reassigned across different units.
The last ASV item I want to highlight is the Swap Shifts audit trail. When two employees swap shifts, there is now a clear audit trail where managers can see exactly who swapped with whom directly in the schedule — no need to dig through logs or messages. It improves accountability by making swap history visible on both employees’ original shifts, not just the final result. This is especially helpful for compliance checks or investigations in unionized environments or where staff roles are tightly regulated.
Our last section covers OpenShift Manager enhancements. Beginning with the Billboard Group setup: two new fields have been introduced — Ignore Job Qualification and Ignore Optional Skill Qualifications. These fields allow urgent shifts to be filled faster by enabling staff to claim open shifts even if they don’t meet all standard job or skill qualifications. For example, charge nurses are often assigned the day of. By checking the Ignore Skill Qualifications box, the available shift is pushed out not only to nurses who have the charge skill in their profile, but to all nurses — giving managers a larger pool of candidates when staffing a last-minute shift.
The Billboard Active Post filter has been enhanced. The filter is now located in the top right corner and applies to both the Active Posts and Pending Actions tabs, enabling faster and more specific filtering for quicker decision-making.
New display options are available in the Active Posts tab. It will now show the number of bids for each shift along with shift details. You can see the active post and its bid count, and clicking into it shows exactly which employees have bid on that shift.
Within those details, there are two action buttons: Assign and Relief Not Needed. The Assign function allows schedulers to directly assign an active posted shift to an employee without needing to withdraw or repost — saving significant time. It also reduces delays in coverage decisions, especially during last-minute changes or when someone verbally agrees to pick up a shift. The Relief Not Needed function lets schedulers drop the shift from the Open Shift Manager and the schedule entirely if it’s no longer needed.
The Open Shifts tab displays all withdrawn shifts from the billboard and unassigned shifts from the ASV — essentially all yellow unassigned shifts in the schedule brought into one central area. From here, you can assign an employee directly without navigating back to the schedule.
The new Completed tab shows the history of shifts that have passed or ended, including the number of shifts claimed or assigned to employees and the number marked as relief not needed.
Finally, a new enhancement allows employees to bid on shifts even if they have an overlapping shift already scheduled. This gives schedulers more options to fill critical roles, supports proactive staffing by letting staff show interest in shifts even if their schedule might change, and reduces missed opportunities so schedulers don’t have to repost or manually reach out once an employee becomes available.
That marks the end of the slide deck. These are just some resources where you can go to learn more about all the enhancements — this is just a highlight of the most notable ones, but there are many more worth exploring. Now let’s transition into the application demo.
Starting with generating a schedule: once you navigate to the page, click on Units and you’ll see that you can now select multiple teams to generate a schedule for. As you continue through the process, Units will list out all selected teams. One thing to call out: if you choose two teams with different scheduling periods — for example, one team with a one-week period and another with a two-week period — the system will return an error letting you know that option isn’t available, because it won’t know how far out to schedule. In that case, you’ll need to manually define the start and end dates for the schedule generation.
Next, let’s go into the one-time schedule and master rotation. When creating a new one-time schedule, go into the Unit field and choose the root of the hierarchy, so that the Subunits field populates with the child teams underneath. If you choose a child team instead, the Subunits field won’t populate anything, since there’s nothing beneath it.
Once created, you can go into your one-time schedule and see at the top that three units are making up this schedule — the ST team and two subunits. Hovering over the subunits shows the two child teams loaded within the one-time schedule. In the scheduling grid, you can immediately see the two calendar icons representing an employee who has two pending time off requests not yet approved. Hovering over the icon gives more detail — the status, the time off type, and the requested time. For partial-day requests, start and end times are shown; for full-day requests, it displays 12:00 AM to 12:00 AM.
Bringing your attention to the bottom coverage panel and the enhanced filtering: clicking the waffle icon shows different groupings — position, day part, and shift. Expanding those lets you pinpoint the coverage information you need to identify whether you’re over or under staffed.
Next, let’s look at viewing employee names in template mode. If you have a master rotation that’s been published and you need to edit it, entering template mode now shows the employee name for each row. Previously, unchecking the box in the gear icon would hide names in template mode, leaving schedulers to guess. With this enhancement, names stay visible so you can make edits with confidence.
Before moving on, I want to quickly show that in both the one-time schedule and the master rotation, the calendar icon for pending time off is also controlled within that same gear icon display options. If you uncheck the box, those pending time off icons will be hidden. However, I do encourage keeping that box checked so that when you make changes to schedules, you’re accounting for those pending time off requests.
Let’s transition into the ASV. First, the cell width: there are three options — small, medium, and large. As you select each size, the schedule grid updates accordingly. I’ll keep mine on small since my shift display labels are shorter.
Now let’s look at comments. The new comment function is available in the employee cell. If an employee has an active comment, the cell is highlighted blue. Clicking into it shows who made the comment, on what date, and at what time. What drives the comment section is the effective date range — a comment is visible only when the loaded date range for the ASV falls within that range. For example, if I load the ASV for April 21st through the 27th, a comment with an effective date range within those dates will appear. If I make a comment for a date a few weeks out — say the 13th of the following month — I would enter the note and set the appropriate date range, and it won’t appear in the current view because it falls outside the loaded range. Pushing the date range out will make that comment visible. To remove a comment, click the trash icon and it will be deleted.
Now let’s look at the Return Shift to Employee function. Say an employee was booked off on the 23rd but has since canceled their book-off. As a scheduler, I can return the original shift to them by making sure the checkbox is checked and clicking Submit. The shift they were originally scheduled for is now reassigned to them.
Lastly, let’s look at swap activities. There’s a new checkbox in the schedule selection called Include Original Swap Shifts — make sure that box is checked before clicking Load. If two employees made a shift swap, their original shifts are identified by the ADJ code. For example, Robert was originally scheduled on the 24th but swapped with Michael, so Robert now works on the 22nd. Before this feature, a swap would simply change the schedule with no clear trail. Now the audit history is easily visible and identifiable.
Now let’s go into the OpenShift Manager. Starting with the Billboard Group setup: the two new fields — Ignore Job Qualification and Ignore Optional Skill Qualifications — are visible here. For this demo, I’ve chosen to ignore skill qualifications for my billboard. This is where you’d find and define those two fields.
Going into the Open Shift Manager: the new filter is located in the top right corner with an extensive set of filter options. I personally like to filter by my team and its subunits.
With my Teams filter applied, let’s go through the tabs. Pending Actions has been here before, but there are now two new detail views within it. You can see the number of bids available for review — and for each, you can either reject or assign. You can also now view shift details and post details, giving you the information needed to decide the logistics of posting the shift, as well as which employees were offered it based on job and skill qualifications.
The Active Posts tab shows something similar to Pending Actions: the number of bids for each active post on the billboard, along with shift details and post details tabs. From here you can drop the shift if it’s no longer needed in the schedule, or immediately assign an employee if you’ve already made a verbal agreement — without needing to go through the bid process. The employee dropdown is filtered based on your current filter selection, so make sure your filter is set correctly before finding the employee you want to assign.
The Open Shifts tab shows all unassigned shifts — whether withdrawn from the billboard or unassigned in the schedule — in one place. Think of it as all the yellow unassigned shifts coming together in one area where you can decide to assign or mark as relief not needed.
The Completed tab shows only shifts that have already passed or ended. Since it loads today’s date and forward by default, nothing will show currently. Going back a week will surface those completed shifts with a brief shift detail breakdown.
Finally, overlapping shifts: in this example, an employee was originally scheduled to work 7:30 AM to 7:30 PM but is placing a bid on a 6:30 PM to 6:00 AM shift, creating a one-hour overlap. On the employee’s end, they can define how many hours of the posted shift they’re able to cover. In this case, they can’t cover the full shift but can cover the majority of it. As a scheduler, as more bids come in, you can award the employee who can take on all or the largest portion of the shift.
That wraps up the application demo. Let me pull up the slide deck again and head into questions.
First question: do comments from time off requests or the timesheet show in the new comment function within the scheduling view? The answer is no. The new comment function is primarily used for quick communication and context-setting for those who oversee schedules. The existing commenting workflow is still in place — employees can still make and view comments for individual days in the ASV, timesheets, and the time off request screen.
Second question: if we’re creating a one-time schedule for multiple teams but each team has different shifts built, can we see all associated shifts for each team? Yes, you can. In the one-time schedule — and this applies to the master rotation as well — if you have multiple teams or units selected, you can open the shift template or shift palette. On the right side, there’s a dropdown that loads the shift palette for the selected team. You can switch that dropdown to load the palette for a different team, and you’ll see any shifts specific to that team that weren’t in the original view. All shifts are available to you — they just aren’t all loaded at once.
Those are all the questions for now. If something comes up after the webinar, please email us at questions@rpic.com and we’ll follow up with an answer.
That is the end of the webinar. Thank you everybody for your time — I appreciate it. Once again, my name is Shelly Tran, and it was an honor to present this webinar. Thank you.
