January 17th 2024, Release Note: WFM UK | Mobile: ESS: Bank Details, Personal Information, Employee and Next of Kin 'Title' Fields

Summary

Release date: January 17th 2024

Bank Details Page

• Enabled by default? - No
• Set up by customer admin? - Yes
• Enable via support ticket? - No
• Affects configuration or data? - No

What’s Changing?

Introduction of a new 'Bank Details' page in Employee Self-Service (ESS).

Reason for the Change

To further synchronise the core Workforce Management solution with the ESS app.

Customers Affected

All ESS users.

Release Notes 

To enable bank details in ESS:

• In the HR module, go to Administration > Global Settings > Default Employee Settings
• Apply a setting against Enable View/Edit Bank Details within ESS
  • Hide - The employee's bank details are not visible in ESS
  • Read Only - The employee can view their bank details in ESS but is not able to update them
  • Full Access - The employee can view and edit their own bank details in ESS

The Global Setting will default to Hide, meaning employees cannot view or edit their bank details in ESS unless it is changed

Fig.1 - HR Global Settings

• Then, an employee in ESS can select the new Bank Details option

From here, 'Full Access' employees can update their bank details, which will automatically synchronise with the core Workforce Management solution.

All fields are mandatory - Account Name, Account Number and Sort Code.

Fig.2 - Bank details page in ESS

If a Stream (formerly Wagestream) account is associated with the employee, it will not be possible to edit the details and the following text will be displayed - "These bank details cannot be updated because they are associated with an account with Stream"

Personal Information

• 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 'Personal Information' section in the HR Details page in ESS.

Reason for the Change

To further synchronise the core Workforce Management solution with the ESS app.

Customers Affected

All ESS users.

Release Notes

To enable the Personal Information section in ESS:

• In the HR module, go to Administration > Global Settings > Default Employee Settings
• Apply a setting against Enable View/Edit Sensitive Information within ESS
  • Hide - The employee's personal information is not visible in ESS
  • Read Only - The employee can view their personal information in ESS but is not able to update them
  • Full Access - The employee can view and edit their personal information in ESS

Fig.3 - HR Global Settings

• Then, an employee in ESS can go to HR Details and see their 'Personal Information'
• By default, personal information is hidden with asterisks - use the eye icon to reveal it
• To make any changes, use the pen icon and make selections from the drop-down menus as required

Fig.4 - Personal Information in ESS - eye and pen icons

Fig.5 - Updating Personal Information

Employee and Next of Kin 'Title' Fields

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No

What’s Changing?

A new optional 'Title' field has been added to the 'My Details' and 'Next of Kin Details' sections on the HR Details page. 

Reason for the Change

To further synchronise the core Workforce Management solution with the ESS app.

Customers Affected

All ESS users.

Release Notes

• In ESS, go to HR Details
• Next to the 'Contact section' select the pen icon
• Add a Title if desired (Ms, Mr, Dr, etc)

Fig.6 - Title field in My Details section in ESS

• For Next of Kin, again go to HR Details and select the pen icon

Fig.7 - Title field in Next of Kin in ESS