WFM: Reopening Checklist

Overview

This article provides a list of actions to carry out in Fourth's Workforce Management products in preparation for reopening a site and/or employees returning from being furloughed. The list contains links to articles that provide a higher level of detail on how to perform each task.

Furlough Status

• Remove Furlough Status
• Remove and adjust Furlough payments
• Review Access levels
• Check NMW uplifts have been completed

Wagestream customers: Please liaise with Wagestream with regard to employees returning to work and coming off furlough pay.

See: WFM - Reopening Sites: Furlough Status for guidance

Holidays

• Review employees' remaining holiday entitlement
• Check all requested holiday is authorised, deleted or declined as appropriate
• Review any holidays that may need to be carried over into next holiday year
• Use our new Carry Forward Holidays functionality to carry forward employee holidays if applicable

See: WFM - Reopening Sites: Holidays for guidance

Scheduling

• Rota Module
• Check global settings as required
• Review and Update Budget and Wage Targets
• Add in fixed costs if required

See: WFM - Reopening Sites: Rotas for guidance

Labour Productivity/Advanced Schedules

• Check if departments need to be set to close/open
• Review and Update Budgets
• Review My Schedule Settings
• Add in fixed costs if required

See: WFM - Labour Productivity: Reopening Locations for guidance

Please also see: WFM UK Release Note: Labour Productivity - Generating a Forecast Using a Previous Week's Sales - for guidance on generating a forecast from recent sales data.

For general advice on forecasting, please see: WFM - Labour Productivity: Forecast Guidance, COVID-19

Engage

• Create a ‘coming back to work’ company group to communicate regular updates
• Set up Announcements for any key info & updates
• Use Announcements as follows:
  • Announcements will send push notifications to go to everyone
  • Use the announcement to drive adoption of groups where updates will be shared

As you think about reopening readiness, we know that the safety of your staff and guests will be paramount. Fourth has developed an in-app survey for your team members to declare they are well and able to work ahead of starting their shift. This is available now - don’t forget to express your interest!

Also, explore what additional functionality is available from Fourth on Workforce Management and all of the Workforce Management Editions available from Fourth!