What’s Changing?
The layout of the personal details and employment details page when creating new employee records will be structured in a more logical order.
Release date: Thursday 13th August 2020
Reason for change
To improve the user experience of Workforce Management.
Customers affected
All Workforce Management users.
Release Notes
Personal Details
- To access the personal details page, go to HR > Employees > Employee List
- Select Employee
- Select Employee Info > Personal Details
The current personal details page when creating an employee shows as below:
Fig 1. Current Personal Details Page
The enhancements made have segmented the employee’s details logically as below:
Fig 2. New Personal Details Page
- NI Number and the new IR35 flag have been added to their own section
- Student Visa has its own section
- Eligibility to work details have been aligned
Fields displayed will vary depending on global settings and the options currently selected in the page.
Employment Details
- To access the employment details page, go to HR > Employees > Employee List
- Select Employee
- Select Employee Info > Employment Details
The current employment details page when creating a new employee shows as below:
Fig 3. Current Employment Details Page
The enhancements made have segmented the employees details logically as below:
Fig 4. New Employment Details Page
- Location, division and job title now appear in their own section
- Employee start date and pay information now have their own section
- Employment information including status, holidays, contracted hours etc. now appear in the center of the page
- Temporary staff & apprentices along with any related fields have their own sections
- Payroll specific employment details are grouped together in their own section
- Default shifts worked has been moved to the bottom of the page
Fields displayed will vary depending on global settings and the options currently selected in the page.
Payment Method - BACs
When the payment method of BACs is selected, the current screen appears as follows:
Fig 5. Current Employee Bank Details Page
The enhancements made will move the bank name and address fields below the account details fields.
Fig 6. New Employee Bank Details Page
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