License Profiles

The License Profiles page displays the types of licenses across the top. It defines WFM licenses, including Timekeeping, Attendance and Leave, Scheduling, and Analytics as well as manager and employee licenses.

  1. Select License from the Standard Profiles landing page and click tap Manage Profiles .
  2. You can edit the existing profiles, create new ones, or export the page to an Excel .csv file.
    • To create a License Profile, click Add .
    • To edit a License Profile, select a profile from the list and click Edit .
      • To select more than one profile, hold down the Ctrl key while selecting profiles.
      • To select the maximum number of profiles (100 rows), click Select Maximum . To clear all selections, click Unselect All .
    • To export the list page to an Excel .csv file, click Export , then select the .csv link at the bottom of the page.
  3. To change the license headings, click tap and select or clear the listed options.
  4. If you select Add or Edit , the License Profile edit page opens where you can add or edit the following attributes:
    Note:
    • Select No Change if you do not want the profile to overwrite the previous value when the profile is applied to an updated employee. If you select No Change and the profile is assigned to a new employee, the default value for the field is assigned, which is usually nothing, or blank, depending on the existing behaviors.
    • Select Unassign to remove or end date an existing value. This is typically used for employee job changes, leave cases, or terminations. If you select Unassign for a new employee, the employee is assigned default values.
    • Profile Name — Enter or edit the License Profile name. The name must be unique.
    • Status — Select Active or Inactive.
    • Select a license from the listed license categories as shown in the following table. To remove an assignment, select Unassign.
      License categories
      PackageDescription
      Hourly TimekeepingTraditional employee and manager timekeeping functionality. Employees who are assigned an Hourly Timekeeping license can be assigned any of the following time-entry methods: Hourly View, Project View, Time Stamp, or Time Stamp & Hourly View. Using the traditional timecard, these employees can apply in- or out- punches and transfers.
      Salaried TimekeepingPunch for presence, project tracking, and time-off. The only available time-entry method for employees who are assigned a Salaried Timekeeping license is Project View, in which they can enter duration amounts, but not punches, by pay code. Punches are rejected for salaried employees.
      Attendance & Leave—
      SchedulingManage availability, shift swaps, manual open shifts, employee terms, basic schedule metrics, and Standard Employee Self-Service (ESS)
      Advanced Scheduling

      Manage forecasting, coverage, staffing, schedule to skill, schedule rules, optimized generation, Advanced ESS

      Also includes Core Scheduling

      Activities (Work)

      Select one of the following:

      • No Change
      • Unassign
      • Work
      Communications

      Select one of the following to define the Communications license:

      • Communications — The Communications license enables access to Talk, the communications and collaboration platform.
      • No Change (default)
      • Unassign — Select to unassign the Communications license from the employee when the integration imports people records.
      Manager

      Select one of the following:

      • True = has a manager license
      • False = does not have a manager license
      Employee

      Select one of the following:

      • True = has an employee license
      • False = does not have an employee license
      SMS Shift Fill Employee—
      SMS Shift Fill Manager—
      AccrualsAccruals tracking
      Accruals & Leave

      Accrual tracking and leave of absence

      Also includes Accruals

      Absence

      Accrual tracking, leave of absence, and attendance

      Also includes Accruals & Leave

      Telestaff—
      Optimized Scheduling with Forecasting—
      Workforce Planner—
      AnalyticsAbility to create or edit mapping categories, metrics, and key performance indicators (KPIs) using the KPI Builder utility, plus ability to see KPI content in Dataviews.
      Analytics & Healthcare AnalyticsAlso includes Analytics
      Workforce Mobile Manager

      Select one of the following:

      • True = has a mobile manager license
      • False = does not have a mobile manager license
      Workforce Mobile Employee

      Select one of the following:

      • True = has a mobile employee license
      • False = does not have a mobile employee license
      Workforce Tablet Manager

      Select one of the following:

      • True = has a tablet manager license
      • False = does not have a tablet manager license
      Workforce Tablet Employee

      Select one of the following:

      • True = has a tablet employee license
      • False = does not have a tablet employee license

  5. When finished, click tap Save.

    Caution: You can click tap to remove your edits only if you have not saved the entry. After you save the entry, you can change the status to Inactive but you cannot delete the entry.

Package dependencies

  • The following packages require that the end user is also assigned the Hourly Timekeeping or Salaried Timekeeping package license:
    • All Schedule packages
    • Accruals, Accruals & Leave, and Absence Management packages
    • Communications
  • A user may be assigned the Hourly Timekeeping package license or the Salaried Timekeeping package license, but not both at once.
  • A user may be assigned only one Scheduling package license.
  • A user may be assigned only one license for either the Accruals, Accruals & Leave, or Absence packages.