July 25th 2024, Release Note: WFM UK | HR UK: Enhancement to 'Bank Details' User Access Permission, Change to Absence Screen Pay Information

Summary

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Release date for all features: July 25th 2024

Enhancement to Bank Details User Access Permission

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - Yes, depending on what access level a user has

What's Changing?

The 'Edit Bank Details' user access permission has been updated from a ticked or unticked permission to a permission providing 'Full Access', 'Read Only' or 'No Access' options. 

Reason for the Change

To provide more control over what bank details information users can or cannot see.

Customers Affected

All customers using the HR and Payroll modules.

Release Note Info/Steps

To locate the Edit Bank Details user access permission, go to:

• HR > Users > Assign User Access > select User > User Profile
• Go to the 'Employees' section and use the Edit Bank Details drop-down
  • If a user has Read Only access, they will still be able to see bank details but not edit bank details for an employee
  • If a user has Full Access, they will be able to see and edit bank details
  • If a user has No Access, they will not be able to see or edit bank details

Fig.1 - Edit Bank Details User Access Permission

Please Note: Regardless of a user's access to Edit Bank Details, if they have access to create new employees then they will still have access to add bank details to an employee during the employee creation process. If they have No Access to Edit Bank Details they simply won't be able to see the detail they entered after the employee has been created.

Where the Edit Bank Details permission is set to Read Only or Full Access, the pages on which employee bank details are  displayed (at the bottom of each page), are: 

• Employment Details
  • HR > Employees > Employee List > select Employee > Employee Info > Employment Details
  • Payroll Module > Employees > Employee List > select Employee > Employee Info > Employment Details 
• Termination Details
  • HR  > Employees > Employee List > select Employee > Employee Info > Termination Details
  • Payroll> Employees > Employee List > select Employee > Employee Info > Termination Details

Change to Absence Screen Pay Information

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

What's Changing?

If a user does not have access to the Annual Salary user access permission, then that user will not be able to see Absence Pay Information within the absence screens.

Reason for the Change

Further enhancements to what information users can or cannot see depending on which user access permissions are set. 

Customers Affected

All customers using the HR and Payroll modules.

Release Note Info/Steps

If a user has No Access to the Annual Salary user access permission, then they will not be able to see pay-related information in an employee's absence screens.

The Annual Salary permission can be found by going to:

• HR > Users > Assign User Access > select User > User Profile
• Go to the 'Employees' section and use the Annual Salary drop-down

Fig.2 - Annual Salary User Access Permission in HR

If a user has Full Access or Read Only access to the Annual Salary permission, then when navigating to:

• HR or Payroll Module > Employees > Employee List > find and select Employee > Employee Info > Absences > Add New Absence

The user will be able to see the pay-related information in this absence screen (see Fig.3).

Fig.3 - Pay Information in Absence Screens (Access Granted)

If a user has No Access access to the Annual Salary permission, then when navigating to the same place, they will not be able to see the pay-related information in this absence screen (see Fig.4).

Fig.4 - Pay Information in Absence Screens (No Access)