January 15th 2025 , Release Note: WFM UK | Scheduling: Enhanced Permission-Based Access to Organisation and Department Settings

Summary

Release date: January 15th 2025

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - Yes

What’s Changing?

The existing user-level permissions 'Manage Customer Organisation Settings' and 'Manage Locations and Departments' will now provide wider access to certain system settings.

Reason for the Change

This change empowers users with the appropriate permissions to control key features directly within their scope of responsibility. It also helps to ensure that only authorized users can manage critical system settings, improving security and operational efficiency. 

Release Notes

When this release is made, all users with the permissions 'Manage Customer Organisation Settings' and 'Manage Locations and Departments' will be able to access a wider range of Organisation and Department settings - listed further below.

User Level Permissions

• To see which users have these permissions, from the Scheduling homepage, go to Settings > User Configuration > User Levels
• Select Edit against the required Group name
• Tick one or both user-level permissions Manage Customer Organisation Settings and/or Manage Locations and Departments and then Save

Fig.1 - Manage Customer Organisation Settings, Locations and Departments - user-level permission

Organisation and Department Settings

Organisation Setting (requires 'Manage Customer Organisation Settings')

• Enable Manual Entry of Actual Sales

Fig.3 - 'Enable Manual Entry of Actual Sales' Organisation Setting

Department Settings (requires 'Manage Locations and Departments')

• Enable Actual Sales Input

• EPOS Enabled

• Enable Labour Demand Graph

• Enable Activity Based Scheduling

• Hide Labour Standard Data

• EPOS Report Type

• Enable Sales Forecasting

• Auto Scheduler Enabled

• Fulfil Labour Demand by Area

• Delete?

To apply any of these settings to an Organisation or Department, users will:

• Go to Settings and select either Organisations or Departments from the left side
• Select Edit against the required Organisation/Department
• Tick the boxes/apply settings as required and then Save

Fig.4 - Department Settings revealed for users