Summary
Lieu Hours/Days |
A new setting that allows users to manage lieu records within the Schedule page |
Release date: July 6th 2023
Lieu Hours/Days in Scheduling
- Enabled by Default? - No
- Set up by customer Admin? - Yes
- Enable via Support ticket? - No
- Affects configuration or data? - Yes
What’s Changing?
Users can now be given the ability to create lieu hours or days from the Schedule page.
Reason for the Change
To improve the overall user experience.
Customers Affected
All customers using the new Scheduling user interface.
Release Notes
A system administrator will need to apply the Organisation Setting, called Manage Lieu.
- From the Scheduling homepage, go to Settings > Organisations
- Select Edit against the required Organisation
- Tick the box against Manage Lieu and then Save
Fig.1 - Manage Lieu - Organisation Setting
The setup of lieu is configured within the UK HR & Payroll module. All relevant settings and permissions are sent to the Scheduling module.
Creating a Lieu Hours Record on the Scheduling Page
This guidance is based on a Location using lieu hours. Lieu days are covered later in this release note.
- On the Scheduling page, select Manage > Lieu Hours
Fig.2 - Manage Lieu Hours
A pop-up will then list all employees with lieu hours. The 'Lieu Balance' is passed from the employees' records in the HR & Payroll module. If an employee is not allowed to go into a negative lieu balance, then it will not be possible to create a lieu record for anything greater than their current balance.
For more information on lieu hours/days in HR & Payroll, please see:
WFM UK: HR: Configuring Lieu Hours Functionality
WFM UK: HR: Explanation of Lieu Days Functionality
- Select Assign Lieu Hours against the required employee, enter the number of Lieu Hours to be assigned to them for that day and select Add
- Select Confirm and Close
Fig.3 -Add Lieu hours
The lieu hours will then appear on the Daily view next to the employee's name...
Fig.4 - Lieu hours on a Daily view
...and on the Weekly view as an item on the schedule.
Fig.5 - Lieu hours on a Weekly view
Deleting Lieu Hours
- As before, on the Scheduling page, select Manage > Lieu Hours
- Select the bin icon against the required record
The lieu record is then removed and the employee's lieu balance is updated.
Fig.6 - Deleting lieu hours
Lieu hours cannot be deleted if they have been already submitted with the rota payroll.
Fig.7 - Cannot delete Lieu hours
Creating a Lieu Days Record on the Scheduling Page
This guidance is based on a Location using lieu days.
- On the Scheduling page, select Manage > Lieu Days
Fig.8 - Create Lieu Days
A pop-up will then list all employees with lieu days. The 'Lieu Balance' is passed from the employees' records in the HR & Payroll module. If an employee is not allowed to go into a negative lieu balance, then it will not be possible to create a lieu record for anything greater than their current balance.
For more information on lieu hours/days in HR & Payroll, please see:
WFM UK: HR: Configuring Lieu Hours Functionality
WFM UK: HR: Explanation of Lieu Days Functionality
- Select Assign Lieu Days against the required employee and assign lieu days
- Select Confirm and Close
Fig.9 - Assign Lieu Days
The lieu days will then appear on the Daily view next to the employee's name...
Fig.10 - Lieu days on a Daily view
...and on the Weekly view as an item on the schedule. When the employee has assigned a lieu day the manager cannot create any other item for this day.
Fig.11 - Lieu days on a Weekly view
Deleting Lieu Days
- As before, on the Scheduling page, select Manage > Lieu Days
- Select Remove days from Payments
The lieu record is then removed and the employee's lieu balance is updated.
Fig.12 -Remove days from Payment
Lieu days cannot be deleted if they have been already submitted with the rota payroll.
Fig.13 - Cannot delete Lieu days
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