September 18th 2024, Release Note: WFM UK | My Schedule: New Tooltip for Viewing External Employees' Active Assignments and Pay Rates in internal shift pooling

Summary

Release date: September 18th 2024

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

What’s Changing?

A new feature has been added to the My Schedule app, which allows managers to view all assignments for an external employee via a tooltip. It provides a quick overview of job titles, locations, departments and pay rates (if the user has the relevant user level permission).

Reason for the Change

This change provides managers with an efficient way to access comprehensive assignment details for each external employee, improving decision-making and workforce management within the My Schedule app. It also gives managers the necessary information to create assignments for employees who have offered to work shifts but do not currently have an active assignment for a specific location or department (external employees). This enhances the process of assigning shifts and ensures that employees are appropriately scheduled based on their availability and roles.

Customers Affected

All Scheduling customers who have internal shift pooling enabled.

Release Notes 

My Schedule app

In the app, a new tooltip is available next to the external employee who has offered to work a shift - the i icon, as shown in Fig.1. 

Fig.1 - the "i" icon for the new tooltip next to the External employee

When the tooltip is selected, a new pop-up is displayed - see Fig.2.

Fig.2 - Employee active assignemets displaying the pay rates

If the manager has the user-level permission detailed below, they will see the pay rates. If not, the rates are not displayed (see Fig.3)

Fig.3 - Employee active assignemets no pay rates displayed

The manager can then assign the shift to this external employee and create an assignment.

For more details, please refer to this previous release note - February 29th 2024, Release Note: WFM UK | Scheduling: Creating Brands and Regions, Shift Pooling

User Configuration

For pay rates to display in the pop-up (as shown in Fig.2), a user-level permission needs to be applied by a system administrator in the Scheduling module.

To do this,

• From the Scheduling homepage, go to Settings > User Configuration >Manage Users 
• Select Edit against the required User
• Under the new user-level category 'My Schedule', tick the box against View Employees Multiple Employment Pay Rates and then Save

Fig.4 - New user-level permission 'View Employees Multiple Employment Pay Rates'