January 20th 2022, Release Note: WFM UK: | Payroll & Pensions: Multi-Browser Support and New User Interface for Pension Module, Payroll Module Enhancements

Summary

Select the release feature from the table below to be taken directly to that section of the release note.

Release date for all features: January 20th 2022.

Pension Module Enhancements, Multi-Browser Access

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No

What's Changing?

Updates to Document Management, Employee Pension Scheme, and Send Out Documentation pages in the Pension module, allowing for access by multiple different internet browsers.

Reason for the Change?

To improve ease of access. The Pension module is currently only accessible from Internet Explorer.

Customers Affected

All customers using the Pension module.

Release Note Info/Steps

The following pages within the Pension module are being updated. This will also align the look and feel with the rest of the Workforce Management solution (select from the list below to go straight to that section).

• Document Management
• Employee Pension Scheme Details
• Send Out Documentation

Once the changes have been deployed, the Pension module will be accessible from the following browsers:

• Internet Explorer
• Chrome
• Edge
• Firefox
• Safari

Document Management

• To view the Company Details page, go to Pension module > Administration > Document Management

On the new page, the documents are more clearly separated and have added help (?) icons.

Fig.1 - Existing Document Management page

Fig.2 - New Document Management page

Employee Pension Scheme Details

• To view the Pension Scheme details, go to Pension >Employees > select Employee > Employee Pension Info > Pension Schemes

The Pension Scheme details, whilst split into sections, are divided into two columns.

Fig.3 - Existing Employee Pension Scheme details

On the new page, the Pension Scheme details are shown in a single column - see Fig.4.

Fig.4 - New Employee Pension Scheme details

Send Out Documentation

• To view the Pension Diary, go to Pension > Pension process > Send out Documentation 

The page that currently displays is shown in Fig.5.

Fig.5 - Existing Send Out Documentation

On the new page, the selection boxes have been aligned and it has been made easier to select multiple document types - see Fig.6.

Fig.6 - New Send Out Documentation

Pension Module - New User Interface

• Enabled by Default? - No
• Set up by customer Admin? - No
• Enable via Support ticket? - Yes
• Affects configuration or data? - No

What's Changing?

Redesign of the Pension module's user interface.

Reason for the Change?

To give the product a more modern look and feel, and to improve the overall user experience.

Customers Affected

The new user interface is available for the HR, Tronc, Tronc 2, Pension and Labour Productivity modules. Other modules will follow in future quarters.

   Please note: The new user interface will default to 'Off' for all portals. To get it enabled, please                  liaise with your Fourth contact, who can arrange for it to be switched on

Release Note Info/Steps

All functionality within the system will remain the same.  The main changes are outlined in the detail below.

Pension Schemes

• To view the Pension Schemes, use the menu icon in the top-left corner of the page and select Pension

The menu will display on the left side of the page, along with links to all other menu items (the ones displayed along the top of the module pages in the existing UI)- see Fig.7.

Fig.7 - Pension module menu items - New UI

• Select Administration > Pension Schemes > Create New Penson scheme

Fig.8 - Create new Pension Scheme in existing UI

Fig.9 - Create new Pension Scheme in new UI

Document Management

• To view Document Management, go to Pension > Administration > Document Management > Document Types

Fig.10 - Document Management in existing UI

Fig.11 - Document Management in new UI

Pension Eligibility

• To view the Pension Eligibility page, go to Pension > Employees > select an Employee
• Then go to Employee Pension Info > Pension Eligibility

Fig.12 - Pension Eligibility in existing UI

Fig.13 - Pension Eligibility in new UI

Send Out Documentation

• To view Send Out Documentation, go to Pension > Pension Process > Send Out Documentation

Fig.14 - Send Out Documentation Existing UI

Fig.15 - Send Out Documentation New UI

Payroll Module Enhancements

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No

What's Changing?

The following pages within the Payroll module are being updated to align the look and feel with the rest of the Workforce Management solution. 

• Employee Pension Scheme

Reason for the Change?

To improve the overall customer experience.

Customers Affected

All Payroll module users.

Release Note Info/Steps

Employee Pension Scheme

• To view the Company Details page, go to Payroll module > Employees > select Employee > Employee Payroll Info > Pension Schemes

The page that currently displays is shown in Fig.16.

The Pension Scheme Details, whilst split into sections, are divided into two columns.

Fig.16 - Existing Employee Pension Scheme details (Payroll module)

On the new page, the Pension Scheme Details are shown in a single column - see Fig.17.

Fig.17 - New Employee Pension Scheme details (Payroll module)