February 15th 2024, Release Note: WFM UK: | HR Module - 'Reports To' CSV Batch Upload, 'Carry Over Holidays' in YTD Report

Summary

Release date for both features: February 15th 2024

Reports To CSV Batch Upload

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

What's Changing?

The HR Module has been updated to allow the upload of a CSV file to batch update the 'Reports To' field in employee records.

Reason for the Change

Fourth is currently working on a larger initiative to expand the amount of data that can be imported by a user, with 'Reports To' being one of the first to be implemented.

Customers Affected

All customers using the HR module.

Release Note Info/Steps

To complete a 'Reports To' batch upload:

• From the side menu, go to HR > Administration > Data Imports
• Use the Upload Type drop-down and select Reports To
• Then select Download CSV Template and open the template in Microsoft Excel

Fig.1 - Batch Upload From CSV page

The template will present two fields to complete:

- Employee Number - the employee whose 'Reports To' field is being updated
- Reports To Employee Number - the employee who is being 'Reported To'

• Enter the employee numbers as required and save the CSV file

Fig.2 - Completed Reports To CSV Template

• Return to the 'Employee Batch Upload from CSV' screen and select the CSV file to upload

There are two options for If Validation Errors Occur:

- Cancel Upload - cancels the entire upload if any row errors
- Continue With Upload - all rows that do not error are uploaded

• Select Upload, and then OK on the confirmation message

Fig.4 - CSV File ready to be uploaded

Fig.5 - Confirmation Message of CSV upload

Once complete, the upload status and notice of success or any errors will be displayed.

Fig.6 - Upload Confirmation

Once complete, the employees' 'Reports To' will be updated as per the CSV file.

Validation

The CSV upload will fail on any rows where (including any combination of): 

• The 'Employee Number' column includes an employee number that does not exist
• The 'Reports To Employee Number' column includes an employee number that does not exist
• There is a duplicate employee number in the 'Employee Number' column
• The employee number entered in the 'Reports To Employee Number' column is a former employee
• The employee number entered in the 'Reports To Employee Number' column is lower in the access hierarchy than the employee number in the 'Employee Number' column
• The employee number entered in the 'Reports To Employee Number' column is on the same level in the access hierarchy as the employee number in the 'Employee Number' column

'Carry Over Holidays' in Holiday - Year To Date Report

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

What's Changing?

The 'Holiday - Year To Date' report in the HR module has been updated to include 'Carry Over Holiday' values.

Reason for the Change

Carry Over holiday was originally introduced as part of the Furlough legislation, but has since become Holiday legislation. UK HR & Payroll will reflect this legislation, starting with changes to reports.

Customers Affected

All customers using the HR module.

Release Note Info/Steps

The location of the report is:

• HR > Reports > View Reports > Holiday - Year To Date

When run, 'Carry Over' holiday values will now be present.

Fig.7 - Onscreen Holiday - Year To Date Report

Fig.8 - Export to Excel Holiday - Year To Date Report