WFM UK: HR: Administration Drop-Down: Global Settings – Fourth & HotSchedules Customer Success Portal

Global Settings

To access Global Settings, go to: HR module > Administration > Global Settings

Fig.1. shows the list of Global Settings available within Workforce Management.

Fig.1 – Global Settings List

Edit Default Holiday Settings

View and edit default holiday settings, e.g. Changing the holiday allowances for each job title and the holiday year end for the company.

Edit Default Employee Numbers

Employee Numbers are set to start at XXX. Employee number is not prefixed with the location code. If the employee moves location, the employee number is not updated.

Edit Default Employee Settings

Allows for fields to be set as mandatory to provide default values to some fields.

Edit Sensitive Information

Request more information of the employees and allows for indication of which questions should be asked. Sensitive information is set up to be asked on this portal.

Edit Username and Password Rules

Enforce rules on usernames and passwords for portal security.

Edit User Defined Groups

Allows for the grouping of locations into different levels such as brands or areas. User groups have been set up on this portal.

Edit Asset Management

Allows for the monitoring of assets given out to employees such as mobile phones. laptops etc.

Edit Employee Deduction Management

Allows questions to be asked on employee details that can then lead to automatic creation of deductions within Payroll.

Edit Portal Configuration

Allows 3rd party software components used within the portal to be configured.

Edit Termination Analysis

Allows questions to be asked on employee termination details that can then assist in references and deciding whether or not the employee should be rehired.

Edit Employee Creation

Allows for the selection of which forms the user needs to complete when creating a new user.

Edit Employee Availability

Allows for the indication of whether an employee is available or not to work on the rota.

Edit Retention Periods

Allows for the indication of periods of retention for employee data.

For more articles on the Administration drop-down menu, please see - WFM - Getting Started WFM Administration

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