November 16th 2023, Release Note: WFM UK | Payroll Module: New User Interface

Summary

Release date: November 16th 2023

• Enabled by default? - Yes - only for those customers using the new UI
• Set up by customer admin? - No
• Enable via support ticket? - No - please liaise with your Fourth contact to have the new UI enabled
• Affects configuration or data? - No

What's Changing?

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

• SSP Qualifying Days
• Create New Company Group
• Company Admin - Assign Locations
• Company Admin - Assign Pay Types
• Company Admin - Assign Deduction Types
• Upload Employee Payments
• Upload Employee Deductions

Reason for the Change

To give the product a more modern look and feel, and to improve the overall user experience.

Customers Affected

The new UI is available for the Payroll, Rota, HR, Tronc, Tronc 2, Benefits, Pension, and Scheduling modules. 

 Please note: The new Payroll UI will default to 'Off' for all customers who do not already have the new UI enabled. To get it enabled, please liaise with your Fourth contact.

Release Note Info/Steps

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

 There may be other minor changes to the Payroll module which are not detailed within this document.

SSP Qualifying Days

• To access this page, go to Payroll > Administration > Company Setup > select Company
• Use the Page Links drop-down in the top right corner and select View Pay Basis
• Select a Pay Basis and then again use the Page Links drop-down in the top right corner and select SSP Qualifying Days

The existing UI page is shown in Fig.1.

Fig.1 - SSP Qualifying Days - Existing UI

The new UI page is shown in Fig.2.

Fig.2 - SSP Qualifying Days - New UI

Create New Company Group

• To access this page, go to Payroll > Administration > Company Setup > Create New Company Group

The existing UI page is shown in Fig.3.

Fig.3 - Create New Company Group - Existing UI

The new UI page is shown in Fig.4.

Fig.4 - Create New Company Group - New UI

Company Admin - Assign Locations

• To access this page, go to Payroll > Administration > Company Setup > select Company > Assign Locations

The existing UI page is shown in Fig.5.

Fig.5 - Company Admin - Assign Locations - Existing UI

The new UI page is shown in Fig.6.

Fig.6 - Company Admin - Assign Locations - New UI

Company Admin - Assign Pay Types

• To access this page, go to Payroll > Administration > Company Setup > select Company > Assign Pay Types

The existing UI page is shown in Fig.7.

Fig.7 - Company Admin - Assign Pay Types - Existing UI

The new UI page is shown in Fig.8.

Fig.8 - Company Admin - Assign Pay Types - New UI

Company Admin - Assign Deduction Types

• To access this page, go to Payroll > Administration > Company Setup > select Company > Assign Deduction Types

The existing UI page is shown in Fig.9.

Fig.9 - Company Admin - Assign Deduction Types - Existing UI

The new UI page is shown in Fig.10.

Fig.10 - Company Admin - Assign Deduction Types - New UI

Upload Employee Payments

• To access this page, go to Payroll > Quick Links > Upload Payments

The existing UI page is shown in Fig.11.

Fig.11 - Upload Employee Payments - Existing UI

The new UI page is shown in Fig.12.

Fig.12 - Upload Employee Payments - New UI

Upload Employee Deductions

• To access this page, go to Payroll > Quick Links > Upload Employee Deductions

The existing UI page is shown in Fig.13.

Fig.13 - Upload Employee Deductions - Existing UI

The new UI page is shown in Fig.14.

Fig.14 - Upload Employee Deductions - New UI