Release Note: WFM Labour Productivity: Open and Closing Times Upload

What’s Changing?

The ability to upload Open & Closing times in labour productivity.

Release date: Wednesday 10th March.

Reason for the Change

To save time – loading opening and closing times for all Departments rather than configuring manually for each one. To be used in conjunction with the Opening and Closing Time functionality. See here for more details: WFM Release Note - Labour Productivity: Opening and Closing Times.

Release Notes

The new functionality can be enabled for all Labour Productivity customers using the Opening and Closing Times functionality.

• Go to Settings > Manage Organisation > tick the box against Enable Open & Closing Times
• Scroll down and Save

Fig.1 – New Organisation Setting

There is a new User Level permission that can be assigned by customer administrators.

• Go to Settings > Manage Users > User Levels > edit required user levels
• Tick the box against Download and Upload Open and Closing Times and Save

Fig.2 – User Level permission

• To access the Upload Opening Times page, go to Settings > Uploads > Upload Opening Times

Fig.3 – Upload Opening Times link

Upload Templates

It is possible to upload 'Default' and 'Override' opening and closing times. Separate templates for each upload can be downloaded from the new Upload page.

• Select the relevant template link and the template will download as a .CSV file

Fig.4 - Template links

Default Opening Times Template

Column A – EPOS ID
Column B – WeekDay1
Column C – WeekDay2
Column D – WeekDay3
Column E – WeekDay4
Column F – WeekDay5
Column G – WeekDay6
Column H – WeekDay7

• Required format for WeekDay fields is HH:mm-HH:mm
• If setting multiple opening and closing times for that day, the required format is HH:mm-HH:mm; HH:mm-HH:mm
• If a WeekDay is left empty, any opening and closing times will be removed and all timeslots will be set as 'open'
• The upload will work in a 'remove and replace' format, and overwrite any existing default opening and closing time records for the uploaded department
  

Fig.5 – Default opening times template

Override Opening Times Template

Column A – EPOS ID
Column B – Week State Date (YYYY-MM-DD)
Column C – WeekDay1
Column D – WeekDay2
Column E – WeekDay3
Column F – WeekDay4
Column G – WeekDay5
Column H – WeekDay6
Column I – WeekDay7

• Required format for WeekDay fields is HH:mm-HH:mm
• If setting multiple opening and closing times for that day, the required format is HH:mm-HH:mm; HH:mm-HH:mm
• If a WeekDay is left empty then the default opening times will be used for that day. In the example in Fig.6, for WeekDay4 and WeekDay7 the default opening times will be used
• The upload will work in a 'remove and replace' format, and overwrite any existing default opening and closing time records for the uploaded department

Fig.6 – Override Opening Times Template

Uploading Opening Times

• In the Upload Opening Times page, select the Upload Type from the drop-down - Default Opening Times or Override Opening Times

Fig.7 – Upload Type

• Select a completed template .CSV file and select Upload

Opening and closing times will then be loaded for the departments provided in the file. Any existing times for departments not in the file will remain in their current state. The file will be validated when uploaded, ensuring the department EPOS ID is valid for the organisation and the HH:mm values are formatted correctly. Any errors in the file will be returned onscreen.

Fig.8 – Successful Upload

Uploading Override Opening Times

Overridden times will be displayed and if none are provided, then the departments' cut off hours after midnight are displayed. Unless these are amended, the department's default opening times are used. If the current week is uploaded, the file will error if there are any values for current or past days - only future days can be overridden.

Fig.9 – Uploaded Override Opening Times

Exporting Opening Times

Default and overridden opening times can be exported from the new Upload Opening Times page.

• Select Export Opening Times and then the required Export Type (see descriptions below)
• Select Export

The export will then download.

Fig.10 – Exporting Opening Times

Default Opening Times – Returns the current default opening times for all departments within that organisation.

Override Opening Times – Select from and to dates from the export pop-up. Overridden values from that date range will be exported.

The exports are also in .CSV format, allowing for easy modification and reuploading of existing data.