WFM UK: UI Refresh: Creating a Worker Group – Fourth & HotSchedules Customer Success Portal

This article provides instructions for how to configure a Worker Group for employees who have different pension scheme rules to the default scheme.

Multiple Worker Groups can be applied to each pension scheme. The steps in this article should be followed by a system administrator.

Fig. 1 - Selecting Worker Group Configuration Options

Fig. 2 - Edit Worker Group Configuration

A list of available pension schemes will then display - see Fig.3

Select how the Worker Group will be categorised using the drop-down menu linked to the appropriate pension scheme
Worker Groups can be defined by either Contract, Location, Job Title or New Starter Status
Select Save

For the purposes of this article, Job Title has been used as the example category for the Worker Group.

Fig. 3 - Selecting Worker Group type against an available Pension Scheme

Go to Pension Module > Administration > Pension Scheme and select a Pension Scheme from the list
Use the Page Links drop-down and select Worker Groups (see Fig.4)

Fig.4 - Selecting Worker Groups from within a Pension Scheme

Select Create New Worker Group
Input the Worker Group Pension Scheme information, Postponement Period settings and contribution amounts/ bands
Save once complete

Once saved, the Worker Group will give the option to add the defining category.

Fig.5 - Selecting 'Assign Job Titles'

Select the Job Title(s) that should be assigned to the Worker Group from the 'Available' list and move them over to the 'Assigned list', using the arrow buttons
Save once complete

Fig. 6 - Assigning Job Titles to the Worker Group

The job titles are then configured and linked to the Worker Group, and can be seen in the Worker Group Details page.

Fig.7 - Job Titles added to the Worker Group Details

Any new employees created with the following criteria will be automatically assigned with the Pension configuration of the Worker Group:

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