February 15th 2024, Release Note: WFM UK | Scheduling: Manage Payments in Weekly View, Shifts on Printable Schedule

Summary

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Release date for both features: February 15th 2024

Manage Payments in a Weekly View

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

What’s Changing?

The 'Manage Payments' functionality has been enhanced to display the entire week directly from the weekly view.

Reason for the Change

Currently, the 'Manage Payments' pop-up has only a daily view accessible in the weekly view. This change will help to ensure a consistent and streamlined user experience.

Customers Affected

All new UI Scheduling customers.

Release Notes 

The following user-level permissions are required:

• To see Manage payments -View Expenses
• To edit Manage payments - Edit Employee Expenses
• To edit Total Expenses - Edit Total Expenses
  
  
• Go to the Scheduling page
• Then go to Manage > Payments

Fig.1 - Manage > Payments

Fig.2- Weekly view of Manage payments

More details on the 'Manage Payments' functionality can be found here.

Shifts on Printable Schedule

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

What’s Changing?

By default, the printable schedule will now show only the shifts for the current Department. There is also a new drop-down action - Include external shifts - which displays shifts for external Locations, mirroring the current behaviour of the new UI.

Reason for the Change

This change addresses user feedback requesting consistency with the old UI printable schedule. It simplifies the scheduling view for users who only need to see shifts at their current Location. The additional option to include external shifts provides flexibility, catering to users who manage multiple Locations and need a comprehensive view of all shifts.

Customers Affected

All new UI Scheduling customers.

Release Notes 

• On the Scheduling page, go to View >Download Schedule PDF

The default view will now display only the current Department's shifts.

• To see external shifts as well, select Include external shifts from the Actions drop-down menu

Fig.3 - Include external shifts option