Release Notes WFM: Employee Health Status Export

What’s Changing?

A new export is being released which can run reports on employee’s health status for a specific rota week.

Proposed Release Date: Thursday 13^th August 2020 

Reason for Change

To allow customers to report on their employee’s health status across the company, including those employees who are not included in a rota.

Customers Affected

All Rota module customers who use the employee health status tracker. 

Release Notes

A new export has been added to the Rota module which can be run to identify the health status of employees for a specified date range.

• To run the employee health status export, go to Rotas > Reports > Exports > Employee Health Export
• Select the Required Criteria
• Select Run Report

Fig 1. Employee Health Status Export Selection Page

The export can be run with the following criteria:

• Location Groups – these are different groups of locations that can be set within user defined groups within the HR module (information about user defined groups can be found here)
• Location
• Division
• Job Title
• Health Status
  • All
  • No Status
  • Safe to Work
  • Not Safe to Work
• Start Date (must be a Rota start date)
• End Date (must be a Rota end date)

Once the selection criteria has been confirmed and the export has been run, a CSV file will be generated.

Fig 2. Employee Health Status Export

The following details are produced within the generated export:

• Employee Number
• First Name
• Last Name
• Location Group
• Current Location
• Current Job Title
• Current Division
• Employment Status
• Worked Location (if different from current)
• Worked Division (if different from current)
• Worked Job Title (if different from current)
• Is this main job (Yes/No)
• Shift Date
• Health Status
  • No Status Given – Employee has not submitted a status for the selected date
  • Safe to Work – Employee has been assessed as safe to work
  • Not Safe to Work – Employee has been assessed as not safe to work
  • No Consent Given – Employee has not given consent and has not completed the survey
  • No Fourth Account ID – Employee does not have a Fourth Account ID and cannot access the survey
  • No Current Data – Employee has not accessed the Health Survey App
• Forecast Shift 1
• Forecast Shift 2
• Actual Shift 1
• Actual Shift 2
• Survey Completed Date
• Survey completed time

Information

• All employees will appear on the export regardless of whether they are usually included in a rota
• If the health status selection criteria is set to a single status, only employees who have reported that particular status within the requested date range will appear on the export
• If an employee completes multiple surveys in a single day, all status data will show on individual rows
• If an employee submits health status and chooses to withdraw their consent the following day, the previous status will still be available to report on
• If employees are on holiday/absence/maternity leave then this will appear under the actual shift columns
• Health Assessment Data will only be available for reporting from the 13th August 2020. Data from before this date will be available on the health status page within the rotas.