Installing Workforce Management

To install Workforce Management, follow the steps in the table.

Step

Related Help Topic

1. Log in as a NetSuite administrator.

Roles and Accounts

2. Complete the prerequisites.

Prerequisites

3. Install the Workforce Management SuiteApp.

Installing the Workforce Management SuiteApp

4. Assign the Adi Insights Integration role.

Assigning the Adi Insights Integration Role

5. Deploy User Event Scripts in NetSuite.

Deploying User Event Scripts in NetSuite

6. Install the WFM Embedded SuiteApp.

Installing the Workforce Management Embedded SuiteApp

7. Configure additional permissions in NetSuite.

Configuring Additional Permissions in NetSuite

8. Integrate WFM with NetSuite

Integrating Workforce Management with NetSuite

General Notices