Keeping up with Infor’s cumulative updates can feel like a moving target. With new features shipping regularly, it’s easy to miss functionality that could meaningfully improve how your teams operate.
For WFM Time & Attendance (T&A) users, Infor’s April CU brings a substantial set of enhancements. Some address long-standing usability friction for supervisors managing large teams. Others give employees more flexibility in how they submit time off.
Together, they represent a real step forward for organizations looking to get more out of their WFM investment.
RPI’s Senior Business Analyst, Shelly Tran, will walk through the latest features in Infor WFM’s T&A and show how to put them to work.
Session attendees will learn how to:
- Configure time off quotas to manage daily employee availability by time off type
- Save and navigate operational reports tailored to individual users
- Leverage enhanced quick views filters including accrual policy, reader groups, skills, employee dates, and user fields
- Apply hourly duration inputs when submitting partial time off requests
- Use the new Daily View in Supervisor Summary as an additional option to review work details and approve timesheets
If you’re running Time & Attendance and haven’t explored these updates yet, this is your guided tour.
Transcript
Shelly Tran
Hi everyone, my name is Shelly Tran, and today I’m going to walk us through the WFM release review for the April 2026 CU. In today’s session, we’re going to be highlighting the bigger releases and enhancements coming in about a week, with a demo of a few of them at the very end of the presentation. As I go through the deck, you’ll notice a label in the top right corner of each slide indicating whether the release or enhancement will be an automatic update or will require manual configuration. This is applicable to existing customers — not necessarily to new customers. Some of these may be relevant to you now, and some may be more relevant in the future. Either way, it’s good to know the functionality WFM has to offer and the direction Infor is investing in. Let’s get started.
We’re going to begin with time and attendance enhancements, starting with the Supervisor Summary. If you currently use the Supervisor Summary, you know it only offers a weekly view of the work detail summary. With this release, it will now offer a daily view that displays a summary of work details by day in a table format, giving users another option to review and approve timesheets.
However, there are a few caveats worth noting when comparing this screen to the Supervisor Approval Worksheet. First, you cannot do mass authorizations in the daily view — you’ll need to authorize each day individually. Second, there are no comments available in this screen. If your supervisors or managers use comments frequently in their process, that functionality is not available here. Third, timesheet editing: in the Supervisor Approval Worksheet, you may be used to seeing a yellow error symbol on a day, clicking a dropdown, and fixing the timesheet right there. That capability is not available in the Supervisor Summary daily view. Those are the key limitations to keep in mind.
Next, the My Approval form. Users can now select from the Supervisor Approval Worksheet, the Supervisor Summary, or the Pay Period Summary as their default screen when using the My Approval form. It simply defaults that screen so you can get to it right away.
Next, the weekly timesheet. Currently there are separate Save and Submit buttons. With the introduction of a new combined Save and Submit button, both actions are handled at once. This is designed to streamline the submission process for timesheets, particularly those with validation errors.
Next, time off requests — specifically skipping unscheduled days. There were requests to introduce a feature to prevent time off requests on unscheduled days. Customers reported that employees would request an entire week off from Sunday to Saturday, thinking the system would only request hours for their scheduled work days — Monday through Friday. However, that wasn’t the case, and 56 hours were requested instead of the expected 40. With this new feature, a checkbox in the time off modal will automatically skip unscheduled work days to prevent miscalculated time off requests.
Continuing with the time off request journey: time off duration. A new duration type — simply called Duration — has been added to the existing list of Full Day and Partial Day options. This gives employees the option to enter the number of hours they’d like to request, from either the start or end of their shift. For example, if an employee is scheduled 9 to 5 and requests three hours from the shift start, the request submitted to the supervisor will show time off from 9 a.m. to 12 p.m.
Next, auto-populate shift start and shift end for partial day requests. When an employee selects the Partial Day option in the time off modal, their scheduled start and end time will now auto-populate so the employee can manually adjust within that window. Note that if you do not use the scheduling features within WFM, this will not apply, as the start and end time fields reference the scheduled shift.
Next, in Approved Time Off: currently, WFM calculates time off balances using a predictive estimation that does not factor in custom or rule engine-based logic until a request is actually submitted or acted upon — approved or denied. To improve transparency and accuracy, Infor has introduced a configurable balance calculation mode that enables real-time, rule-aware balance simulations during the request creation flow, so employees see accurate balances before they submit. Keep in mind that if you have many rules behind your time off requests, this may increase processing time for those complex rule sets.
Here’s an example of how this works: if employees are scheduled 9 to 5:30 with a 30-minute automatic meal deduction, eight hours are recorded on the timesheet. However, when an employee goes to request time off, the current system shows eight and a half hours in the requested column, because the time off modal doesn’t account for that 30-minute meal deduction until after the request is approved. There’s a disconnect between what the employee expects and what the system shows. With the new configuration key enabled, the time off modal will run through all the rules — including that 30-minute deduction — and display eight hours instead of eight and a half.
Next, hiding the approver name in Workmail notifications. Some customers do not want the name of the time off approver included in the notification sent to Workmail. A feature is now available to hide that name for confidentiality and privacy reasons. This is a simple registry switch, so if that’s something you’re interested in, it will be an easy update.
Next, Approved Time Off quota. This is new functionality available in the Time Off Manager or the Approved Time Off screen. Customers can set up a maximum number of employees who can take time off for each day of the week within a given time frame. The quota can be limited to specific time off types, can allow supervisors to override for special circumstances, and can be enabled for a specific date range.
This feature will display the quota for each day in the Approved Time Off screen — shown in the red box in the slide — giving managers more visibility when making time off decisions. For example, near the holiday season, you may only want two employees off per day. If more than two are approved, the quota indicator turns red. It will not hard-stop you from approving — at least for now — it simply turns red as an indicator that you’ve gone over. I’ll be demoing this feature later in the session.
Next, the payroll export. Users are now warned or prevented from exporting payroll into future pay periods, helping avoid accidental duplicate exports. A new field called Future Payroll Export Control has been added to each pay group with three options: Warning gives a soft stop — a message asking if you want to continue before proceeding. Restrict gives a hard stop that prevents you from continuing the export. None means no prompt is displayed and processing continues as usual. For existing customers upgrading, the default is None. For new customers, it defaults to Warning. Explore which option best fits your process.
Next, the employee timesheet lockdown. This is a date configured at the pay group level that locks employees out of editing their own timesheets while still allowing supervisors to review, edit, and approve. Similar to the current supervisor lockdown date, this employee lockdown date can also be configured to roll on a pay period basis. One important note: this field only accepts a date, not a time. So if you’d like employees locked out at noon on Monday while giving supervisors a two-hour window until 2 p.m., that level of time-based precision isn’t available in this field. Keep that in mind when deciding whether and how to use it.
Next, the timesheet lockdown task. The existing lockdown task now has additional parameters to select which lockdown date to apply. If you’re using both the employee timesheet lockdown and the regular supervisor lockdown, you can select both so that both dates take effect. By default, only the existing timesheet lockdown date is selected for both upgrades and new installs.
Next, the import interface enhancements. The work detail import and schedule detail import now support importing of new Infor FSM accounting fields. Thirteen new fields have been added to the import file, including accounting units, accounting project, accounting account, and up to ten custom dimension fields. Although these fields are associated with Infor FSM, customers can also leverage them even if they have no intention of using Infor FSM.
Next, QuickViews. QuickViews was first introduced in October 2025, and this CU brings additional enhancements. QuickViews are dynamic saved employee lists designed to help managers, timekeepers, and payroll admins easily access and organize relevant employee information across the application. QuickViews is available in the Weekly Timesheet, Manage Schedule, the Approver screen, Supervisor Approval Worksheet, and more.
The new enhancements this release add to both the Employee tab and the Timesheet tab in QuickViews. In the Employee tab, you can now filter by additional fields such as accrual policy, reader group — for employees assigned to a clock — skills, employee dates, and additional UDFs. In the Timesheet tab, you can filter by new timesheet-related fields, such as time code. For example, if you’re specifically looking for employees with overtime for the pay period, you can filter by the overtime time code. I’ll be demoing QuickViews later in the session.
Next, the holiday calendar dropdown. The holiday calendar year dropdown has been updated to include years from 2015 through 2045. For those who like to get all their calendars set up ahead of time, you now have the option to plan all the way out to 2045.
Now let’s move into the new reporting enhancements. First, saving and accessing saved report parameters. Many reports are run repeatedly as part of routine processes — managers with multiple teams have to manually re-enter the same filters, date ranges, groupings, and parameters each time. With this new capability, users can save a complete set of report parameters under a user-defined name and reuse them with a single click. You no longer need to re-enter all your parameters every week or pay period for each team you’re auditing. It functions similarly to QuickViews or a preset — save it once, use it whenever you need it.
Next, the time code filter enhancement. The time code field parameter has been added to the Time Code by Employee report and the Detailed Time Code by Employee report, so users can now filter both of those reports by specific time codes.
Next, the employee limit for the overtime report. A new Max Employee Count field has been added, available only for the Employee Overtime report, to control the number of employees included in the output. For existing customers, this defaults to negative one, meaning no limit is applied. For new customers, the default is 1,000.
Next, the new employee clock summary report. This new report details the clock type, clock time, and clock data for each employee alongside their schedule for the day. It also offers the option to highlight irregular time codes punched by the employee and any missing clocks for a specific day.
Lastly before the demo: the unauthorized report details. A new Show Details field parameter allows users to run a detailed or simplified version of the report. When set to Yes, the output includes all columns from the simplified version plus shift name, time code, hour type, and hours. If you want a more complete report, select Yes. If you want a faster, more streamlined output and don’t need the additional detail, select No.
Now let’s head into the demo. I’ll start with QuickViews. In the blue header bar at the top, I’ll click into QuickViews. I currently have no quick views created, so I’ll click Add Quick View in the top right corner. It will prompt me to name this quick view. I’m going to name it for my ST team. If you’re building a quick view for a specific time code or accrual policy, you’d want to include that in the name — for example, ‘ST Team Overtime’ — but I’ll keep this one broad.
You’ll need to select a date selection. I’ll leave it as Current Pay Period, though Last Pay Period, Next Pay Period, and Today are also available — and you may want to note that in the name as well. There are two new tabs in Quick View: the Employee tab and the Timesheet tab. In the Employee tab, the fields should look familiar if you have access to the Employee screen. I’ll scroll down to the Team section, click the magnifying glass, and search for my team. A quick tip: you can select more than one team here. Clicking a team highlights it in blue, and you can select additional teams the same way. Click a selected team again to deselect it. I’ll keep just the ST team selected and click OK.
Moving over to the Timesheet tab: here you have the time code filter, the hour type filter, and if you’re using punches, you can filter by specific punches or missed punches. You can also filter by timesheet authorization status — for example, showing only unauthorized timesheets to verify employees are getting their time in before approvals close. I’ll keep the defaults for this demo and click Save. A confirmation message confirms the quick view was saved.
To use it, I’ll navigate to Timesheet. Above the employee field, there’s a Quick View field. Clicking the magnifying glass surfaces the ST team quick view I just created. I’ll select it and click Load — the timesheets load based on the parameters I defined in the quick view.
Now let’s go into reporting. To save a report, navigate to the My Reports or Reporting page in the blue header bar. You’ll now see a new folder called My Saved Reports. I’ll walk through how to save one. I’ll find a report I run frequently — the Employee Overtime report. I’ll set my parameters: ST team, and I’ll change the authorization filter to show unauthorized records only. Rather than clicking Go, there’s a new Save button to save the parameter selection. I’ll give it a name — ‘ST Team Overtime Unauthorized Report’ — and click Save. A confirmation message appears and I’ll click OK. Navigating back to My Saved Reports, the new report appears at the top. Whenever I want to run it with those parameters, I just click Run and it loads immediately.
Now let’s go to the Approved Time Off screen to walk through the quota feature, the partial day auto-populate, the duration type, and the skip unscheduled days checkbox.
In the Approved Time Off screen, here’s my ST team loaded. To show quotas, I’ll go to Display Options and check Time Off Quotas. Once enabled, the quota appears for each day within the loaded date range. I set the quota to two approved time off requests per day. On the 28th, I can see the quota was two, but a third was approved — so that day is now shown in red. If you’re a supervisor and want to clear that red, you can override the quota in the setup screen. For example, I changed the quota on the 24th to three, so it displays as black. You can do the same for the 28th if needed. Otherwise, the red is a useful indicator that more than the standard number of approvals were granted on that day.
The quota can be configured at the team level — it doesn’t have to apply across a full calculation group. You can also limit it to specific time codes or time off types. If you only want the quota to apply to PTO, you can configure it that way. Leave the time off type field blank and it applies to all time off types — vacation, PTO, sick, and so on.
One more note on quotas: approving over the quota does not produce a hard stop — it only turns the indicator red. Because this is a new feature, future roadmap development may add a hard stop option, but for now it functions as an indicator only.
Let me also call out the partial day, duration, and skip unscheduled days features in this screen. A quick tip: if you right-click on a scheduled day in the calendar view, it will immediately open the Add Time Off dialog with that employee’s name and the date already populated — you don’t have to navigate elsewhere.
Opening a time off request: let’s say this employee is scheduled 8 to 4. I’ll select PTO as the time off type. In the Duration Type field, you’ll now see three options: Full Day, Partial Day, and Duration. The Duration option is configured per time off type, so I set it up for PTO but not for Sick — and if you don’t want the Duration option for a particular time off type, you simply don’t configure it. Duration also requires the scheduling module or basic shift patterns to pull the shift start or end time.
Selecting Duration, I can enter how many hours I’d like to take from the start or end of the shift. If I enter four hours from the start of the 8-to-4 shift, the supervisor will see a request for 8 a.m. to 12 p.m. If I had selected End, it would be 12 p.m. to 4 p.m.
For Partial Day: previously, when an employee selected Partial Day, the start and end time fields were blank. Now those fields auto-populate with the scheduled 8-to-4 times, so the employee can simply adjust within that window.
For Skip Unscheduled Days: say this employee is taking time off from a Friday through a Monday, but they’re only scheduled on Friday and Saturday. Adding a sick time off request for that full range — Friday through the following Monday — shows 31 hours requested, because the system counts all calendar days in between. Checking the Skip Unscheduled Days box tells the system to only count the days the employee is actually scheduled to work. The modal recalculates to 15 hours, reflecting just those two scheduled shifts. The employee clicks Submit and it routes to the supervisor.
That’s the demo content for this release. Going back to the presentation.
We have a couple of questions. First: how does the new employee timesheet lockdown feature differ from the existing timesheet lockdown? The existing timesheet lockdown locks down the timesheet for everyone — supervisors included. The new employee timesheet lockdown is a separate, configurable date that locks employees out of editing their own timesheets while still allowing supervisors to review, edit, and approve. This gives organizations more control over the approval window without cutting supervisors off from making necessary adjustments before payroll closes.
Second question: can the new saved report parameter feature be shared across users, or is it specific to the individual who saved it? The saved report parameters are unique to each user — they are not shared across the organization. The same applies to QuickViews: the ST team quick view I created is only visible to me. Other users in the organization will not see it. These cannot be shared.
Those appear to be the only two questions today. If you have additional questions, please reach out to us at questions@rpic.com. For further information, here’s the link to the full release. If you have access to Infor U, I encourage everyone to take a look at the materials Infor is also releasing for April 2026. Thank you everyone for your time.
