September 19th 2024, Release Note: WFM UK | UK HR & Rotas: Applying Tronc Points via Job Titles, Contractor Costs and Hours Included in Weekly Overview Report V3

Summary

Select the release feature from the table below to be taken directly to that section of the release note.

Release date for both features: September 19th 2024

Applying Tronc Points via Job Title

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

What's Changing?

A new global setting has been added to the Tronc module that, when enabled, allows managers to apply tronc points via employee Job Titles in the HR module.

Reason for the Change

Gives users the option of allocating tronc points to multiple employees under a single Job Title, rather than to each individual employee.

Customers Affected

All customers using the Tronc and HR modules.

Release Note Info/Steps

Please Note: The terms 'tronc rate' and 'tronc points' mean the same thing.

To enable the new global setting,

• Go to Tronc > Administration > Global Settings > Edit Global Settings
• Set Record Tronc Points within the Job Title set up? to Yes and then Save

Fig.1 - New Global Setting for Tronc Point assignment via Job Title

The Job Title screen will update with a new section for applying tronc points.

To do this go to:

• HR  > Company Admin > Job titles > select Job Title
• Scroll down to the section called 'Tronc Points'
• Enter a Tronc Point value and an Effective Date

Fig.2 - Apply Tronc Points via Job Title for Tronc

• Scroll down and Save to confirm the change

Please note: From the effective date, the tronc point will be used for each employee with that Job Title unless an individual employee has a tronc rate set in the 'Employee Rates' screen. Tronc rates set at employee-level will take priority over the tronc point amount set at Job Title level.

This can be found by going to:

• Tronc > Employees > Employee Rate
• Search using Location, Division, Job Title and/or employee Surname

Fig.3 - Tronc Rate set at Employee Level

Contractor Costs and Hours Included in 'Weekly Overview Report V3'

• Available by default? - Yes, if Contractor Costs are enabled within the Wage function settings
• Set up by customer admin? - Yes
• Enable via support ticket? - No
• Affects configuration or data? - No

What's Changing?

The Weekly Overview Report V3 has been updated to include Contractor Hours in the Approved vs Actuals calculation. The labels in the report have also been updated to reflect this for both Contractor Hours and Contractor Costs.

Reason for the Change

Following user feedback, it was identified that Contractor Hours were not forming as part of any calculation within the report. As part of updating the report to include Contractor Hours in the calculation, it was recognised that for a better user experience, the field names should be updated to state that Contractor Hours and Costs are included. 

Customers Affected

All customers using the Rota Module, with the Wage Function settings configured.

Release Note Info/Steps

Before detailing the update to the Weekly Overview Report V3 for this release, please consider reviewing the two following release notes: 

• Release Note for the introduction of Contractor Costs in the Weekly Overview Report V3
• Release Note for the inclusion of Contractor Hours in the Weekly Overview Report V3

Once Contactor Costs are enabled in the Wage Function (as shown in the first release note above), Contractor Costs and Contractor Hours will be visible in the Weekly Overview Report V3.

To find this report go to: 

• Rotas > Reports > Weekly Overview Report V3
• Select the Week and Group to generate the report for and then Search

Fig.4 - Weekly Overview Report V3 Search Criteria

Within the report, the field names have been updated to include Contractor Hours and Costs, as well as Contractor Hours now forming as part of the VAR (approved vs. actual hours + contractor hours) field. 

Please note: Contractor Costs were already part of calculations before this change.

Fig.5 - Updated Weekly Overview Report V3