Summary
Select the release feature from the table below to be taken directly to that section of the release note.
|
Feature 1 |
Feature 2 |
Feature 3 |
|
Improved Method of Assigning Shifts on Tablet Devices Scheduling users can now assign shifts simply by tapping and scrolling |
'Hours Worked' and 'Shift Times' Exports New exports for employee hours worked and shift times
|
Maximum Hours Per Day Restrictions New restrictions to prevent certain employees being given too many hours in a day |
Release date for all features: 16th November 2023
Improved Method of Assigning Shifts on Tablet Devices
- Enabled by default? - Yes
- Set up by customer admin? - No
- Enable via Support ticket? - No
- Affect configuration or data? - No
What’s Changing?
Introduction of an improved way of assigning shifts when using a tablet device.
There are no changes to how the shifts are copied/moved when using a desktop browser
Reason for the Change
Managers can now tap on the desired shift, see it onscreen and then quickly scroll and assign it to the required employee. This is a much easier, simpler method than the previous 'drag and drop' one, especially for departments with a large number of employees.
Customers Affected
All Scheduling customers using tablet devices.
Release Notes
- Using a tablet device, open the Scheduling page and select/tap the shift you would like to assign
The shift will appear on top of the page.
Fig.1 - Tap a shift to assign
- Scroll to the employee you would like to assign the shift and tap again
Fig.2 - Tap again to assign the shift
The shift will then be assigned.
'Hours Worked' and 'Shift Times' Exports
- 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 two new exports under 'Employee Hours Worked' - 'Hours Worked' and 'Shift Times'.
Reason for Change
Allows customers to export up to 84 days' worth of shift-related data into a CSV export.
Customers Affected
All Scheduling customers.
Release Notes
Access to the exports will be behind user-level permission.
User Level Permission
A User-Level Permission called “View Employee Hours Worked Export” is required for users to be able to view the export.
- Go to Settings > User Configuration > User Levels
- Select Edit against the relevant User Level
- In the 'Reports' section, tick the box against View Employee Hours Worked Export and then Save
Fig.3 - User-level permission
Running the Exports
-
Go to Reporting > Employee Hours Worked Export
Fig.4 - Reporting > Employee Hours Worked Export
- For the Type, select either HoursWorked or ShiftTimes
- Select All or a specific Location that the user has access to
- Select a date range - the export is restricted to 84 days
- Then select OK
Fig.5 - Generating the export
This will schedule the export to be generated. The exports work on a scheduler and every 1 minute any newly created exports are generated. This is to preserve performance and generate the files offline.
The export will be downloaded as a CSV file.
The columns for the Shift Times export are listed below.
Important - Pay rate information is exposed in this export.
| Location | Location Name |
| Department | Department Name |
| Employee Number | The employee's payroll number |
| Surname | The employee's surname |
| Firstname | The employee's first name |
| Young Worker(Yes/No/Date of turning 18) | Yes / No Date of Turning 18 |
| Status | Employment Status (Full time/Flexible etc) |
| Pay Rate* | Employees Pay-rate. Only Hourly pay rates are returned. |
| Date From - To | Columns per day "Shift1 | Shift 2" |
| Total Hours | Total Hours across the selected date range |
| Tip | Total Staff expense (Tips) for the selected date range |
| Service Charge | Total Staff expense 2 (Service Charge) for the selected date range |
| Comment | Comments (Absences) |
The columns for the Hours Worked export are listed below.
| Location | Location Name |
| Department | Department Name |
| Employee Number | The employee's payroll number |
| Surname | The employee's surname |
| Firstname | The employee's first name |
| Young Worker(Yes/No/Date of turning 18) | Yes / No / Date of Turning 18 |
| Status | Employment status (Full-time/Flexible etc) |
| Date From - To | Columns per day - Total Hours |
| Pay Rate | Employee's pay rate. Only hourly pay rates are returned. |
| Total Hours | Total hours worked across the selected date range |
| Tip | Total staff expense (tips) for the selected date range |
| Service Charge | Total Staff expense 2 (service charge) for the selected date range |
| Comment | Notes from shifts |
Maximum Hours Per Day Restrictions
- Enabled by default? - No
- Set up by customer admin? - No
- Enable via support ticket? - Yes
- Affects configuration or data? - Yes
What's Changing?
Based on their age, It is now possible to prevent certain employees from being scheduled to work over a certain number of hours per business day.
Reason for Change
To help businesses ensure that their employees are working the correct number of hours, based on their age.
Customers Affected
All Scheduling customers.
Release Notes
Scheduling restrictions can be added to the following groups of workers based on their age in their employee records and the maximum number of hours per day they can work.
- All
- Under 16
- Under 18
- Over 18
If a manager attempts to schedule an employee for a number of hours that exceeds their restriction, a notification message will be displayed (see Fig.6) and they will be prevented from doing so.
Fig.6 - Restriction notification
Configuration
Fourth will deploy a customer admin setting soon for customers to be able to configure these restrictions themselves. However, if you wish to implement this functionality today then please complete the below table and submit a request with Fourth's support team.
Please note: If All is selected then no other restrictions will be applied - the 'max hours per day' will affect all employees, regardless of age.
Scheduling Restriction Maximum Hours Per Day Request
| Group | Max Hours Per Day | Employment Type (only enter if using a non-Fourth HR solution alongside Scheduling) - full-time, part-time, etc |
| All (Note cannot be used if setting restrictions by age group) | X | |
| Under 16 | X | |
| Under 18 | X | |
| Over 18 | X |
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