October 20th 2022, Release Note: WFM UK: | UK HR & Rotas: Rota Module New User Interface

Summary

Release date: October 20th 2022

Rota Module - New User Interface

• Enabled by Default? - No
• Set up by customer Admin? - No
• Enable via Support ticket? - No - please liaise with your Fourth contact to have the new UI enabled
• Affects configuration or data? - No

What’s Changing?

Redesign of the Rota 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.

Modules Affected

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

Please note: The new User Interface will default to 'Off' for all portals that do not already have the new UI enabled. To get it enabled, please liaise with your Fourth contact.

Release Notes

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

View Rotas

• Access the Rota module and go to Rotas > View Rotas > Search

The existing UI displays each open rota, with their date and week number.

Fig.1 - View Rotas - existing UI

The new UI displays a new quick view, showing whether days are completed (green tick) in the rota weeks or not (red cross).

Fig.2 - View Rotas - new UI

When a rota week is selected, the Rota Summary view is displayed.

The options to change the rota Status will move to the top of the rota page in the new UI (see Fig.4). It currently displays below the rota metrics information in the existing UI (see Fig.3)

Fig.3 - Rota Week Summary - existing UI

Fig.4 - Rota Week Summary - new UI

Day Content Page

• To view the Rota Day Content page, from the rota week summary, select the required day from the top of the shifts section

Differences between old and new UI versions can be seen below in Fig.5 and Fig.6.

Fig.5 - Rota Day Content page- existing UI

Fig.6 - Rota Day Content page- new UI

Rota Module - Page Enhancements

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

What’s Changing?

Enhancements are being made to the following pages of the Rota module

• View Rotas
• Rota Week View
• Rota Dat Content Page

Reason for the Change

To align the look and functionality of these pages with the rest of the Workforce Management solution, improving the overall user experience.

Release Notes

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

View Rotas

• Access the Rota module and go to Rotas > View Rotas > Search

The existing UI displays each open rota, with their date and week number.

Fig.1 - View Rotas - existing UI

An enhancement has been made in order to give the user a quick view of the status of each day within the specific rota.  Completed days are displayed as either a tick or a cross

Fig.2 - View Rotas - new page

Rota Week View

• Access the Rota module and go to Rotas > View Rotas > Search > Select Rota

The existing UI displays the metrics at the top of the screen, and Employee shift information at the bottom.

Fig.3 - Rota Week View- existing page

Clear boxes and colours have been added in order to make the important areas more visible to the user

Fig.4 - Rota Week View- new page

Day Content Screen

• Access the Rota module and go to Rotas > View Rotas > Search > Select Rota > Select Day link

The existing UI is shown below

Fig.5 - Day Content Page - Existing Page

The page has been split into clear blocks in order to make each section clear to the user.

Boxes for Absence, Warning, Comments have been replaced with icons

Fig.6- Day Content Page - New Page