June 15th 2023, Release Note: WFM UK | UK HR & Rotas: Disable Loqate Bank Details Validation at Location Level – Fourth & HotSchedules Customer Success Portal

Summary

Disable Loqate at Location Level

A new setting that, when applied, removes the 'Loqate' bank details verification for employees at a specific Location

Release date: June 15th 2023

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

What’s Changing?

A new setting in the Location setup page that allows for the 'Loqate' bank details validator to be disabled for all employees at that Location.

Reason for the Change

Customers who use HR UK to manage their non-UK employee records are currently unable to enter the employee bank details if the Loqate bank details validation is enabled. This is due to the requirement for bank details to be validated before the page is saved.

Customers Affected

All WFM UK customers who use Loqate bank detail validation.

Important Information

More information about enabling and using Loqate can be found here.

Release Notes

Once released, a new option will be available within the Location set-up page to disable Loqate for all employees at that Location.

To do this:

Go to HR > Company Admin > Locations and select the required Location
Tick the box against Disable Loqate Bank Details Validation for this Location
Save the changes.

Fig 1. Location Settings

Once disabled, the Validate Bank Details button within the bank details page (see Fig.2) will no longer be available (see Fig.3) for employees within that Location.

To see this, go to HR > search for and select an Employee
Go to Employee Info > Employment Details, scroll down to the 'Bank Details' section and select/add a Bank Account

Fig.2 - Validate bank details enabled

Fig.3 - Validate bank details disabled

Creating New Employees with Bank Details when Loqate is Disabled

When creating employees manually, there will be no option to validate bank details for any employee who is assigned to the Location for their main employment.

If employees are created via the UK Employee API, when sending the details to the HR module, the API will not validate the bank details sent when creating the employee.

Additional Information

More information on verifying address and bank details can be found here - WFM UK: Using Loqate (Postcode Anywhere).