The WFM year end tasks screen eliminates guesswork by giving system administrators a centralised view of all tasks and actions needed to keep the WFM system up to date.
WFM year end tasks screen
To see how WFM year end tasks could benefit you, watch the video or follow the steps below.
Open the WFM Admin Dashboard and select WFM Year End Tasks.
For Action Required tasks, click the three-dot menu, then click View.
Click View for each active company, calendar or scheme and extend.
Create custom year end tasks
You can create your own year end tasks, so they become part of your year end task list actions. To do this watch the video or follow the steps below.
On the WFM Year End Tasks screen, click Add Check List Item.
Enter the task name, description, due date and comments, then click OK.
📌Note: Check list items need to be manually completed. Click the three-dot menu, then select Mark as Complete and add a new due date.
Set email parameters
To ensure the system sends the relevant email notifications for each year end task at a relevant time for your organisation, email parameters must be configured. There are three email parameter to configure for year end task notifications.
ct_year_end_email_fromn - The subject of the email notification.
ct_year_end_email_frome - The address the notification will be sent from.
ct_year_end_email_to - The admin/individual admin’s inbox email address.
To do this watch the video or follow the steps below.
On the Administrator Dashboard, select Site Manager.
Next to Admin Settings, click OPEN, and search ct_year_end.
Click Edit and update the value(s), then click OK.
Notification threshold
Email notifications for tasks that require action are sent when the default 30 day threshold is met. You can adjust this threshold to suit your organisation's needs. To do this, watch the video or follow the steps below.
On the WFM Admin Dashboard, select WFM Configuration.
Click General Settings, update the Year End Limit, then click Save.
Menu profiles
Before you can access the WFM year end tasks functionality, the following menu profiles must be assigned.
WFM_YEAR_END.
WFM_COMPANY_SETTING_ADMIN.
WFM_BANK_HOLIDAY_CONFIG.
WFM_BALANCE_CONFIGURATION.
WFM_BALANCE ADMIN.
WFM_SHIFTS_TYPES.