Lumary WFM - This article explains how to complete a session from a session/shift calendar.
Once a shift or session is published and rostered on the live schedule, you can complete it directly using the Complete Session/Complete Shift right-click action. This option will appear for:
- shifts or sessions with Rostered status, and
- shifts, or accommodation, appointment or group sessions.
It won’t appear for shifts or sessions with a Complete or Cancelled status.
Find out more about modifying sessions and shifts with right click options.
Required and supported packages
Available with: Lumary WFM
Supported in: Lumary DC
This article explains how and where to:
Complete the session/shift
- Right-click the session from the live schedule.
- Select Complete Session/Complete Shift.
- Check the correct worker is selected
- Check the actual start and end dates and times are correct.
-
Use the Comments field to capture information relevant to approving the worker appointment, for example a reason why, if worked time varied to what was rostered.
NOTE: If you are completing a shift, click Next to see all sessions within that shift
- Confirm travel and transport details for the session (or sessions within the shift). You can:
- capture travel to
- capture travel from
- capture transport, or
- click on the Next button to save your changes.
For shifts, you will need to do this for all sessions within that shift.
Capture travel to
- Toggle the Capture Travel To? slider to add travel to details to a shift or session. This will add an additional panel to capture the travel to details. The fields are described in the following table. Mandatory fields are marked with an asterisk.
| Field | Purpose and use |
|---|---|
| Travel Area |
Use the Travel Area field to log the travel category:
|
| * Start Time of Travel To Appointment | Use the calendar picker to set a start date. Use the drop-down list to select a start time of travel to the appointment. |
| * End Time of Travel To Appointment | Use the calendar picker to set an end date. Use the drop-down list to select an end time of travel to the appointment. |
| * Travel Distance To Appointment (KMs) | Use the Travel Distance field to log the travel distance to the appointment in kilometres. |
| * Was a personal or company vehicle used? |
Use the Personal or Company vehicle field to toggle if the vehicle driven to the appointment was:
|
| *Do you have any non-labour travel expenses to add (e.g. tolls, parking fees)? |
Use the Non-labour Travel Expenses field to toggle to:
|
| * Additional Travel Expense Amount | Use the Travel Expense Amount field to log any additional expenses to the appointment in dollars. |
| * Additional Travel Expense Description | Use the Travel Expense Description to log additional details required for the travel expenses. |
Once you’ve captured the travel to dates and times, you can:
- capture travel from
- capture transport, or
- click on the Next button to save your changes.
Capture travel from
- Toggle the Capture Travel From? slider to add a travel to details from a shift or session. This will add an additional panel to capture the travel from details. The fields are described in the following table. Mandatory fields are marked with an asterisk.
| Field | Purpose and use |
|---|---|
| Travel Area |
Use the Travel Area field to log the travel category:
|
| * Start Time of Travel From Appointment | Use the calendar picker to set a start date. Use the drop-down list to select a start time of travel from the appointment. |
| * End Time of Travel From Appointment | Use the calendar picker to set an end date. Use the drop-down list to select an end time of travel from the appointment. |
| * Travel Distance From Appointment (KMs) | Use the Travel Distance field to log the travel distance from the appointment in kilometres. |
| * Was a personal or company vehicle used? |
Use the Personal or Company vehicle field to toggle if the vehicle driven from the appointment was:
|
| *Do you have any non-labour travel expenses to add (e.g. tolls, parking fees)? |
Use the Non-labour Travel Expenses field to toggle to:
|
| * Additional Travel Expense Amount | Use the Travel Expense Amount field to log any additional expenses from the appointment in dollars. |
| * Additional Travel Expense Description | Use the Travel Expense Description to log additional details required for the travel expenses. |
| Do you want to claim for this expense? | Tick the box if you need to be reimbursed. Two additional fields will display for you to confirm the Tax Type, and a read-only field which calculates the tax included in the Expense Amount. |
Once you’ve captured the travel from dates and times, you can:
- capture transport, or
- click on the Next button to save your changes.
Capture transport
- Toggle the Capture Transport? slider to add transport details to a shift or session. This will add an additional panel to capture the transport details. The fields are described in the following table. Mandatory fields are marked with an asterisk.
| Field | Purpose and use |
|---|---|
| Travel Area |
Use the Travel Area field to log the travel category of the travel to, from, or for transport:
|
| *Select the type of vehicle used to transport the clients. |
Use the Modified or Standard vehicle field to toggle if the vehicle driven for transport was:
|
| * Was a personal or company vehicle used? |
Use the Personal or Company vehicle field to toggle if the vehicle driven for transport was:
|
| Please Select Clients Transported | Mark the client/s who were transported via the checkbox/s. |
| * Transport Time (mins) | Use the Transport Time field to log the duration which transportation of the client occurred in minutes. |
| * Transport Distance (KMs) | Use the Transport Distance field to log the distance which transportation of the client occurred in kilometres. |
| *Do you have any non-labour travel expenses to add (e.g. tolls, parking fees)? |
Use the Non-labour Travel Expenses field to toggle to:
|
| * Additional Travel Expense Amount | Use the Transport Expense Amount field to log any additional expenses from the appointment in dollars. |
| * Additional Travel Expense Description | Use the Transport Expense Description to log additional details required for the travel expenses. |
| Do you want to claim for this expense? | Tick the box if you need to be reimbursed. Two additional fields will display for you to confirm the Tax Type, and a read-only field which calculates the tax included in the Expense Amount. |
| Do you want to claim for this expense? | Tick the box if you need to be reimbursed. Two additional fields will display for you to confirm the Tax Type, and a read-only field which calculates the tax included in the Expense Amount. |
Once you’ve captured the travel from dates and times, you can click on the Next button to save your changes.