April 26th 2023, Release Note: WFM UK | Scheduling: Allowed Hours in New User Interface

Summary

Release date: April 26th 2023

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

What’s Changing?

Allowed hours will be displayed on the new Scheduling page for all Revenue-Based Scheduling and Labour-Based Scheduling customers who have activated the settings. 

Reason for the Change

This was existing functionality in the classic UI, now migrated to the new Scheduling UI. 

Customers Affected

All Revenue-Based Scheduling and Labour-Based Scheduling customers

Release Notes 

Organisation Settings

These Organisation Settings will need to be applied by a system administrator.

• From the Scheduling homepage, go to Settings > Organisations
• Select Edit against the required Organisation
• Tick the box against Display Allowed Hours in Schedule by budget widget
• Then scroll down to the 'Labour Cost Data' section and tick the box against Actual Hours
• Save the changes

Fig.1 - Enable Display allowed hours Organisation Setting

Fig.2 - Enable Actual hours Organisation Setting

Then, in the refinement bar on the Scheduling page, the allowed hours, actual hours and the variance will display - as shown in Fig.3.

Fig.3 - Allowed hours displayed on the Scheduling page

Calculating Allowed Hours

The allowed hours will be calculated using the following values:

• The uploaded allowed hours for the department for that scheduled week 
• The correct hours for the department for that scheduled week
• The under hours for the department for that scheduled week 
• The total number of hours that are scheduled as 'passive' for the department for that scheduled week 

According to the example from Fig.3.

• Allowed Hours = Uploaded Allowed Hours + Correct Hours + Under Hours + Passive Hours = 716,3
• Actual Hours = Active Hours + Passive Hours = 43,51
• Variance = Allowed Hours – Actual Hours = 672,8

The variance is coloured in green when it's a positive value (Allowed Hours greater than Actual Hours), in red when it's negative (Allowed Hours less than Actual Hours) and in grey when it's 0. 

Open Shifts are not included in the sum of actual hours.