WFM UK: UI Refresh HR: Health Survey Status for Non Rota Employees

Overview 

If a non-rota employee has answered and submitted questions on the Health Survey app, their Health Status will of course not display on the rota. Typically, this would be Head Office/field-based members of staff. This article shows how to assign these employees to a Location rota so that their Health Statuses can be seen.

Rota Administration

• Go to Rotas module > Rotas> View Rotas > Search and select the relevant rota

Fig.1 – Searching for and selecting a rota

•  Check to see if the required employee(s) appear in the Location

Fig.2 – Viewing a rota for a Location

 If some or all employees do not appear, the first thing to check is the Job Title Settings for the missing employees. 

• Go to HR module > Company Admin > Job Titles
• Select the Job Title that the missing employee(s) belong to
• The setting Include Salaried Employees in Rota must be set to Yes or Either

Fig.3 - Include Salaried Employees in Rota set to Yes or Either

If this setting is set to Either, the Is Employee Included In Rota setting must be set to Yes in the employee’s record. 

• Go to HR module > Employees > Employee List > search for and select the Employee
• From the employee summary screen, select the employee icon (top left corner) > Employee Info > Employment Details
• Select Yes against Is Employee Included in Rota?
• Save

Fig.4 – Is Employee Included in Rota? – set to Yes

Once these settings are applied, the employee(s) will appear on the rota.

Customers viewing the Health Status in the rota for teams/employees that usually would not be scheduled, e.g. Head Office or Field based teams, should take care when granting access to view the rota to ensure salaries/pay are not exposed to people who should not see them.

Global, Division, and Organisation settings as well as permission templates in the Access Level Hierarchy should be reviewed: 

• Go to Rotas Module > Administration > Configure Division and select the required Division from the drop-down at the top of the page
• The setting Display Revenue/Wage Cost Section on Rota?should be set to No
• If this needs to be changed, hover over the down arrow and select Edit Division Settings (see Fig.5)

Fig.5 – Edit Division Settings

• To check permissions, go to HR module > Company Admin > Access Level Hierarchy
• Select the required Hierarchy and Level
• In the ‘Rotas Module’ section, select the required Access Level and then Edit
• Scroll down to the ‘Other’ section and for the View Summary setting, select either:
  • With Subordinates Currency to ensure people can only see salaries for employees on an access level below them
  • No Access to not see salaries at all
• Then Save 

Fig.6 – View Summary settings

• Then go to Rotas module > Administration > Configure Locations > select Location
• Scroll down to 'Salaried Job Titles Included In Rota’ and select Edit Job Title Salary
• Then untick any job title where that person’s salary should not be included in the rota or wage cost 

Fig.7 - Unticking job titles

 For customers using Scheduling, the following settings need to be checked: 

• Hide costs for this area on Schedule page (Settings > Admin Configuration > Areas) - see (Fig.8)
• View Schedule by Budget Widget (Settings > Organisations > Edit)
• Show Fixed Costs On Schedule Page (Settings > Organisations > Edit)

Fig.8 - Hide costs for this area on Schedule page in Labour Productivity

Please note: This will differ for Scheduling standalone customers who are integrated to 3^rd party HR.

Creating a Rota 

If, when checking the rotas there is no rota present, one can be created. 

• Go to Rotas module > Rotas > View Rotas > Create A New Rota
• Rotas can also be created from the module home page

Fig.9 – 'Create new rota' button on the Rotas home page