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

     Package	Description
     Hourly Timekeeping	Traditional 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 The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer. and transfers.
     Salaried Timekeeping	Punch 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	—
     Scheduling	Manage availability, shift swaps, manual open shifts, employee terms, basic schedule metrics Measures and tracks workforce performance by comparing planned with actual workload or coverage, or by showing variances at any organizational level., and Standard Employee Self-Service (ESS)
     Advanced Scheduling	Manage forecasting, coverage, staffing, schedule to skill, schedule rules Defines restrictions and requirements to ensure that a schedule meets certain criteria., 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	—
     Accruals	Accruals 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	—
     Analytics	Ability to create or edit mapping categories, metrics, and key performance indicators (KPI) Measures the result of an activity in an organization so that you can compare it to operational or strategic goals and attempt to improve performance. (KPIs) using the KPI Key Performance Indicator measures the result of an activity in an organization so that you can compare it to operational or strategic goals and attempt to improve performance. Builder utility, plus ability to see KPI content in Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization..
     Analytics & Healthcare Analytics	Also 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.