WFM UK: Creating and Configuring a New Location - All Fourth Products

Overview

This article provides guidance on creating a new Location in Fourth's Workforce Management (WFM) solution. This process can differ between customers, depending on which modules they are using. Where there are links to other articles, these will open in new tabs.

The instructions in this article should be followed by system administrators.

Create a Location in the HR Module (for all customers)

• Please follow the instructions in this article - WFM UK: HR: Creating a Location

Key things to remember:

• Make sure the following boxes are ticked:
  • Use Location in Scheduling?
  • Enable Fourth Account Service
  • Display Holiday tab within ESS?
• Assign a PAYE company
• Assign the shift type ON
• Assign the relevant job titles for the location
• Edit holiday settings (the holiday year-end can be changed in case it is different to the date in Global settings)

Configure the Location in the Rotas Module (for all customers using Rotas and Scheduling)

If using the Rotas and/or the Scheduling module, some configuration of the Location is required. Some Global Settings applied in the Rotas module are utilised when the Scheduling module is enabled for a customer.

Follow the instructions in this article - WFM UK: Rotas: Configuring the Rota
The section on assigning shift types can be ignored - this will have been done when creating the Location itself

Key things to remember:

• Organisation of Divisions
  • Only to be switched to 'Section' in case the new Location has different revenue streams that need to be reported on separately. Most probably the setting will need to be left as Rota to be amended by Location and the Breakdown of revenue streams to be split by section as 'No.'
• Factor X, Y, Z and Fixed Costs
  • Enter the Factor X, Y, Z values needed for the Location and if using different accruals in the future, the percentages can be set here as well. More information can be found here - WFM UK: Rotas: Factor X and WFM UK: Rotas: Using Fixed Costs
• Location Rota Settings
  • The key settings here are Rota Start Day, Rota Start Time, Week 1 (very important to be set up as it impacts the way the reports are run), Use breaks in Rotas (the automatic breaks), Change the content of the FTE column within the rota? – contracted hours to be set in case they need to be visible on the schedule
• Salaried Job Titles Included In Rota:
  • Make sure all required salaried job titles to be included in the cost for the Location are ticked
• Revenue targets and Wage targets
  • Need to be set up ahead of entering or loading the budgets for this location (see guides below)

WFM UK: HR: Entering Budgets and Revenue Targets by Location
WFM UK: Rotas: Creating Wage Targets

Configure the Location in the Scheduling Module (for all customers using Scheduling)

Revenue-Based Scheduling customers, please follow the instructions in this article - WFM UK: UI Refresh: Revenue-Based Scheduling: Configuring a New Location

Additionally, fixed tasks and minimum staff levels must be updated for the new location. Please follow the instructions in this article -  WFM-UK-UI-Refresh-Revenue-Based-Scheduling-Creating-Minimum-Staffing-Levels-and-Fixed-Tasks

Also, please note that for any productivity rules that need to apply for the new location speak to your Fourth contact.

Labour Based Scheduling customers, please follow the instructions in this article

WFM UK: UI Refresh: Revenue-Based Scheduling: Configuring a New Location

Key things to remember:

• When editing the Location, make sure that Publish Shifts Enabled and Open Shifts Enabled are ticked
• Also when editing the Location, un-tick the Training box
• Edit the required Department and enter the EPOS ID

Activity-Based Scheduling customers, please follow the instructions in this article WFM UK: Activity-Based Scheduling: Configuring a New Location

Configure the Location for Fourth Engage (for all customers using Engage)

Please follow the instructions in this article - Engage Mobile: Creating New Locations

Configure the Location for the Applicant Tracking System (ATS)

Please follow the instructions in this article - WFM UK: ATS: Setting up a Location