September 5th 2024, Release Note: WFM UK | UK HR & Rotas: Contractor Hours Totals in Overview Report, Salary Request Workflow - Salary Decreases Allowed and New Fields Added

Summary

Release date for all features: September 5th 2024

Contractor Hours Totals Added to Weekly Overview Report

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

What's Changing?

With the 'Contractor Costs' wage function setting enabled, the Weekly Overview Report V3 in the Rota module will now display Contractor Hours.

Reason for the Change

So that contractor costs and the related number of contractor hours are visible in one report.

Customers Affected

All customers using the Rota module. 

Release Note Info/Steps

For Contractor Hours to show in the Weekly Overview Report V3, the Contractor Costs wage function setting must be applied.

• Follow the steps in this release note for Contractor Costs

Then,

• Go to Rota module > Reports > Weekly Overview Report V3
• Select the Week and Location (or all locations) to run the report for and then Search

Fig.1 - Weekly Overview Report V3 Search Criteria

• Once the report has run, scroll down to see the 'Contractor Hours' (Fig.2)

Fig.2 - Weekly Overview Report V3 with Contractor Hours (By Location)

• To split the report by division and display the Contractor Hours for each division, select Weekly Overview by Division (as shown above in Fig.2)

Fig.3 - Weekly Overview Report V3 with Contractor Hours (By Division)

Please note: Contractor Hours will not show when selecting Weekly Overview By Employee. This is due to the report showing associated costs by employee record. Contractors do not have employee records in UK HR & Payroll.

New Terms/Acronyms

'Contractor Hours' are related to hours scheduled in the Scheduling module for contractor/agency staff.

Allow Salary Decreases via Salary Request Workflow

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

What's Changing?

A new setting has been added to the Salary Request Workflow configuration to allow salary decreases.

Reason for the Change

Previously, salary decreases applied as part of the Salary Request Workflow would only work if the setting 'Allow more than one mid period change in the same period?' in the Payroll Modules global setting was enabled.

This enhancement allows salary decreases to happen regardless of this setting being applied.

More information on the Payroll Module global setting can be found in this article.

Customers Affected

All customers using the HR and Payroll modules, and the Salary Request Workflow functionality.

Release Note Info/Steps

Information on the Salary Request Workflow can be found in this article.

When configuring a new or existing Salary Request Workflow, there is a new option labelled Allow Salary Decrease Requests. 

• Go to HR > Company Admin > Salary Request Workflow
• The new option Allow Salary Decrease Requests can then be enabled and Saved

Fig.4 - Salary Request Workflow - new option to allow salary decreases

Enabling this setting as part of a Salary Request Workflow configuration will mean that Salary Decreases will process as expected when approved. The calculation of employee salaries in payroll will reflect correctly based on the effective date of the salary change regardless of whether the Payroll module Global Setting referenced above is enabled or not.

Additional Fields Added to the Salary Request Workflow

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

What's Changing?

The ability to change employment type (between full-time and part-time only), Contracted Hours and the Override FTE has been added to the Salary Request Workflow in an employee's record.

Reason for the Change

To further enhance the Salary Request Workflow functionality, responding to customer feedback and recommendations.

Customers Affected

All customers using the HR module, with the Salary Request Workflow functionality enabled.

Release Note Info/Steps

Further information on the Salary Request Workflow can be found in this article.

With the Salary Request Workflow functionality enabled, a change request can be started by going to:

• HR > Employees > Employee List > find and select an Employee
• Employee Info > Employment Details > Create a Salary Request
• Employment Type, Contracted Hours and Override FTE fields are now available (see Fig.5), allowing them to be included in the change request

Fig.5 - Create a Salary Request (Employee Record) after the change

Once the salary change request has been completed, the necessary user with the permissions to approve this change can go to:

• HR > Employees > Search Salary Request (then search for and select a Salary Request)

The new fields will appear in the approval stage of the Salary Request - see Fig.6.

Fig.6 - Salary Request Approval Stage with the new fields