WFM Release Note: Labour Productivity Download Fixed Tasks / Minimum Staffing Levels

What’s Changing?

The ability to download Fixed Tasks and Minimum Staffing Levels from the Labour Productivity system into a CSV file. 

Release Date: 15th January 2020

Reason for the Change

To allow the user to download a CSV file of the Fixed Tasks and Minimum Staffing Levels set up for all Locations without having to navigate to each Location to view this information.  

Customers Affected

The new functionality will be available for all Customers, however, a User Level Permission must be set up first in order to use this functionality. 


Release Notes

A new User Level Permission titled Download Fixed Tasks & Minimum Staff Levels can be applied to specific user levels by an Admin user. 

To do so:
 

• Go to Settings > User Levels > Edit User Level > Enable Download Fixed Tasks & Minimum Staff Levels

Fig.1 – New User Level Permission

When this User Level Permission is applied, new links will display within a sub-group for both Fixed Tasks and Minimum Staff Levels. These new links are titled Download Fixed Tasks and Download Minimum Staffing Levels respectively. 
 

Fig.2 – Download Fixed Tasks Link

• Select the relevant link 

The Download page will display.
 

• Select the relevant Download Link to begin the download process

Fig.3 - CSV Download

The CSV file will download on-screen. The file contains data for all Locations within the organization. 

Fig.4 – CSV Download

Fixed Tasks CSV File

The file format will be as follows:
 

• Column A – Department EPOS ID - This is the Department where the Fixed Tasks are configured 
• Column B – Role Name – The Role required for the Fixed Task
• Column C – Required Staff – The required number of staff personnel for the Fixed Task
• Column D – Start Time – The start time of the Fixed Task
• Column E – End Time – The end time of the Fixed Task
• Column F – From Date – The Fixed Task effective date 
• Column G – To Date – The Fixed Task end date
• Column H – N – Days of the Week - 1 is True (Yes) 0 is False (No)  
• Column M – Notes – Any Notes which have been entered against the Fixed Task

Fig.5 – Fixed Task Download Example

Minimum Staffing Levels CSV File

The file format will be as follows:
 

• Column A – Department EPOS ID - This is the Department where the Fixed Tasks are configured
• Column B – Role Name – The Role required for the Fixed Task
• Column C – Required Staff – The required number of staff personnel for the Fixed Task
• Column D – Start Time – The start time of the Fixed Task
• Column E – End Time – The end time of the Fixed Task
• Column F – L - Days of the Week - 1 is True (Yes) 0 is False (No)  

Fig.6 – Minimum Staffing Download Example