WFM UK: UI Refresh: Rotas: Including Additional Payments

Overview

This article outlines the processes that must be followed when including an additional payment on the day content page within the rota module, along with how this information is displayed in the payroll module and on an employee’s payslip.
 

Additional Payment Column

In order to display the required column on the day content page, a number of steps must be completed before it will successfully display.
 

Turning on the Global Setting

The first stage is to ensure the global setting within the rota module is correctly selected.

• To do this, go to Rotas > Administration > Global Settings
• Select Edit Rota Settings from the drop-down - see Fig.1

Fig 1 - Edit Rota Settings

• To display the column on the day content page, the option Show tips on day content page should be selected
• If it is necessary to alter the name of the column, this can be done by typing in the Rename Tips field

A second column may be included by using the ‘Show extra tips on day content page’.

Fig 2 – Edit Global Settings

Turning on the Location Setting

Once the global setting has been switched on, it is now essential to include the tips column at a location level.

• To do this, go to Rotas > Administration > Configure Locations > Edit Rota Settings
• Scroll down and tick the box next to Show tips on day content page? and then Save

This setting means that the user has the ability to use the additional payment fields for only the desired locations.

The Show extra tips on day content page? setting refers to the second column that can be displayed. 

Fig 3 – Edit Rota Settings

Turning on the Job Title Setting

The final setting to be turned on is found within the job titles. This setting allows the user to control if specific job roles should or shouldn’t be able to allow an additional payment.

• First, go to HR > Company Admin > Job Titles and select the required Job Title 
• From here, it is possible to select:
  • Display Additional Payment 1, which links with the ‘display tips on day content page’ options as seen previously in Fig.2 and Fig.3
  • Display Additional Payment 2 refers to the second additional column
• When ready, scroll down and Save

Fig 4 – Edit Job Title

Using the Additional Column

Once the settings have been turned on, the additional column will be displayed on the day content page. 

Fig 5– Day Content View

The additional column can now be used to add an extra payment. When entering amounts, the box at the bottom of the column will display in red. For it to turn green, the ‘input total’ at the top of the column must balance the total figure.

Only when the box displays as green can the day be closed.

Any employee that is greyed out cannot be given an additional payment.

‘Addition Payment’ Payment Type

The new payment type in the rota module will link automatically to the payment type ‘Tips’ in the payroll module and will show as ‘Tips’ on employees’ payslips. This, however, can be altered by amending the name of the payment type.

• To do this, navigate to Payroll > Administration > Payment Types and select the payment type 'Tips'
• Alter the Description as required and Save the changes

Fig 6 – Edit Payment Type