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May 23rd 2024, Release Note: WFM UK | Payroll UK: Updated Statutory Paternity Fields for Adoption, Payroll Module User Interface

Fourth Customer Success Portal
  • Updated

Summary

Feature 1 Feature 2

Updated Statutory Paternity Fields for Adoption

The fields used for 'Baby Born' and 'Baby Due' have been updated to reflect 'Child Placement' and 'Child Arrival' dates for adoption-related paternity leave and pay

Payroll Module User Interface

Certain pages of the Payroll module are now available in the new user interface (UI)

 

Release date for all features: May 23rd 2024

 

Updated Statutory Paternity Fields for Adoption

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

What's Changing?

When an employee's paternity record is marked as Adoption?, the 'Baby Born Date' and 'Baby Due Date' fields will now change to 'Child Placement Date' and 'Child Arrival Date'.

Reason for the Change

To bring the Payroll module in line with more suitable terminology.

Customers Affected

All customers using the Payroll module.

Release Note Info/Steps

To navigate to an employee's paternity record, go to:

  • Payroll Module > Employees > Employee List > Find Employee > Employee Payroll Info > Ordinary Statutory Paternity Pay
  • If Adoption is not ticked, the fields will remain as Baby Due Date and Baby Born Date:


Fig.1 - An employee's paternity record, without 'Adoption?' ticked

  • If Adoption is ticked, then the fields will update to Child Placement Date and Child Arrival Date


Fig.2 - An employee's paternity record, with 'Adoption?' ticked, updated date fields

 

Payroll Module User Interface

  • Enabled by default? - Yes
  • Set up by customer admin? - No
  • Enable via support ticket? - No
  • 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:

Reason for the Change

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

Customers Affected

All customers using the Payroll Module

Release Note Info/Steps

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

Finger01.png Please Note: There may be other minor changes to the Payroll module which are not detailed within this article.

 

Statutory Maternity Pay

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay


Fig.1 - Statutory Maternity Pay - Classic User Interface


Fig.2 - Statutory Maternity Pay - New User Interface

 

Statutory Maternity Pay - Add SMP Record

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Add SMP Record


Fig.3 - Statutory Maternity Pay > Add SMP Record - Classic User Interface


Fig.4 - Statutory Maternity Pay > Add SMP Record - New User Interface

 

Statutory Maternity Pay - View/Edit SMP Record

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List


Fig.5 - Statutory Maternity Pay > View/Edit SMP Record (Top Half of Page) - Classic User Interface


Fig.6 - Statutory Maternity Pay > View/Edit SMP Record (Bottom Half of Page) - Classic User Interface


Fig.7 - Statutory Maternity Pay > View/Edit SMP Record (Top Half of Page) - New User Interface


Fig.8 - Statutory Maternity Pay > View/Edit SMP Record (Bottom Half of Page) - New User Interface

 

Statutory Maternity Pay - Override Earnings

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > Override Earnings


Fig.9 - Statutory Maternity Pay > Override Earnings (Top Half of Page) - Classic User Interface


Fig.10 - Statutory Maternity Pay > Override Earnings (Bottom Half of Page) - Classic User Interface


Fig.11 - Statutory Maternity Pay > Override Earnings (Top Half of Page) - New User Interface


Fig.12 - Statutory Maternity Pay > Override Earnings (Bottom Half of Page) - New User Interface

 

Statutory Maternity Pay - View Entitlement

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > View Entitlement (Pop Up Window)


Fig.13 - Statutory Maternity Pay > View Entitlement - Classic User Interface


Fig.14 - Statutory Maternity Pay > View Entitlement - New User Interface

 

Statutory Maternity Pay - Maternity Pay Schedule

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > Maternity Pay Schedule


Fig.15 - Statutory Maternity Pay > Maternity Pay Schedule (Top of the Page) - Classic User Interface


Fig.16 - Statutory Maternity Pay > Maternity Pay Schedule (Bottom of the Page) - Classic User Interface


Fig.17 - Statutory Maternity Pay > Maternity Pay Schedule (Top of the Page) - New User Interface


Fig.18 - Statutory Maternity Pay > Maternity Pay Schedule (Bottom of the Page) - New User Interface

 

Statutory Maternity Pay - Maternity Pay Schedule > Print SMP Schedule

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > Maternity Pay Schedule > Print SMP Schedule


Fig.19 - Statutory Maternity Pay > Maternity Pay Schedule > Print SMP Schedule - Classic User Interface


Fig.20 - Statutory Maternity Pay > Maternity Pay Schedule > Print SMP Schedule - New User Interface

 

Statutory Maternity Pay - Maternity Pay Schedule > SMP Adjustment

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > Maternity Pay Schedule > SMP Adjustment


Fig.21 - Statutory Maternity Pay > Maternity Pay Schedule > SMP Adjustment - Classic User Interface


Fig.22 - Statutory Maternity Pay > Maternity Pay Schedule > SMP Adjustment - New User Interface

 

Statutory Maternity Pay - Maternity Pay Schedule > SMP Adjustment > Add SMP Adjustment

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > Maternity Pay Schedule > Add SMP Adjustment


Fig.23 - Statutory Maternity Pay > Maternity Pay Schedule > SMP Adjustment > Add SMP Adjustment - Classic User Interface


Fig.24 - Statutory Maternity Pay > Maternity Pay Schedule > SMP Adjustment > Add SMP Adjustment - New User Interface

 

Statutory Maternity Pay - History

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > History


Fig.25 - Statutory Maternity Pay > History - Classic User Interface


Fig.26 - Statutory Maternity Pay > History - New User Interface

 

Statutory Maternity Pay - KIT Days Record

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > KIT Days Record


Fig.27 - Statutory Maternity Pay > KIT Days Record - Classic User Interface


Fig.28 - Statutory Maternity Pay > KIT Days Record - New User Interface

 

Statutory Maternity Pay - KIT Days Record > Add KIT Day Record

  • To access this page, go to Payroll > Employees > Employee List > Find Employee > Employee Payroll Info > Statutory Maternity Pay > Select SMP Record from the List > KIT Days Record > Add KIT Day Record


Fig.29 - Statutory Maternity Pay > KIT Days Record > Add KIT Day Record - Classic User Interface


Fig.30 - Statutory Maternity Pay > KIT Days Record > Add KIT Day Record - New User Interface

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