January 19th 2023, Release Note: WFM UK: | UK HR & Rotas: Rota and HR Module Page Enhancements

Summary

Release date: January 19th 2023

Rota Module - Page Enhancements

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No 
• Affects configuration or data? - No

What’s Changing?

Redesign of the Rota module’s user interface on the following pages
(select from the list below to go straight to that section):

• Create Rota
• Edit Revenue
• Weekly Attendance
• T&A Detail Report
• Submit to Payroll

Reason for the Change

To align the look and functionality of these pages with the rest of the Workforce Management solution, improving the overall user experience.

Release Notes

All functionality within the system will remain the same. The main user experience changes are shown below.

Create Rotas

• Access the Rota module and go to Rotas > View Rotas > Create A New Rota

The existing page displays the Create by Date/Week Number options before the Location selection drop-down. See (Fig.1).

Fig.1 - Create New Rota - existing page

On the new page, the Location must be selected first, making the other options available. The Create By Date and Week Number options are now selected via a radio button (will default to Date). See Fig.2.

Fig.2 - Create New Rota - new page

Edit Revenue

• To view the Edit Revenue page, go to Rotas > View Rotas and select a Rota Week
• From the Rota Week Summary, select Edit Revenue

Differences between the old and new page versions are shown below in Fig.3 and Fig.4.

Fig.3 - Edit Revenue- existing page

Fig.4 - Edit Revenue- new page

Weekly Attendance

• For customers with Weekly Attendance enabled, go to Rotas > View Rotas and select a Rota Week
• From the Rota Week Summary, select Weekly Attendance

The main difference between the two versions of the weekly Attendance page is the addition of a key that shows what the symbols represent.

Fig.5 - Weekly Attendance- existing page

Fig.6 - Weekly Attendance- new page

T&A Details Report

• To view the T&A Details Report, go to Rotas > Time and Attendance > T&A Details Report

As with weekly attendance, the main difference between the two versions is the addition of a key that shows what the symbols represent.

Fig.7 - T&A Details Report - existing page

Fig.8 - T&A Details Report - New Page

Submit to Payroll

• To submit a rota to payroll, go to Rotas > View Rotas > Select Rota Week
• From the Rota Week Summary, select Status - Submitted to Payroll

Differences between old and new page versions can be seen below in Fig.9 and Fig.10.

Fig.9 - Submit to Payroll - existing page

Fig.10 - Submit to Payroll - new page

HR Module - Page Enhancements

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No 
• Affects configuration or data? - No

What’s Changing?

Enhancements are being made to the Employee Absences page in the HR module

Reason for the Change

To align the look and functionality of this page with the rest of the Workforce Management solution, improving the overall user experience.

Release Notes

All functionality within the system will remain the same. The primary user experience changes are shown below.

Employee Absences

• In the HR module go to Employees > Employee List
• Search for and select an employee and within their Employee Summary, go to Employee HR Info > Absences 
• Then select Add A New Absence

For flexible employees, on the current page, the numbers of each day worked in the previous weeks' rotas are listed in a sentence at the bottom left of the create absence page - see Fig11.

Fig.11 - Create new Absence- existing page

For flexible employees, on the new page, the number of days usually worked in previous weeks will be shown below the qualifying days' tick boxes - see Fig.12.

Fig.12 - Create new Absence- new page