The Lumary WFM 2.9 release includes improvements for programs of support.
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Version 2.9
Available: 21 October 2025
This release includes improvements for programs of support.
Programs of Support:
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
Programs of Support
Mark group attendance
A new mark group attendance button is now available for group sessions, allowing schedulers on desktop and workers on mobile to easily record which clients attended during a session. Clients marked as not attending will display a status of Complete with attendance set to no, this will not trigger the cancellation billing. This update will streamline the attendance tracking for group appointments and ensures accurate records without affecting billing or requiring manual cancellations.
Bug fixes and other changes
The following bug fixes and changes are also included in this release.
Award Interpretation
Award interpretation fixes:
- The user setup console now features clearer help text and improved guidance for entering contracted hours. The assignment type selections have been updated to hourly and salary, and the user can now select pay code for salary assignment rates.
- The Sync Assignments process has been updated to ensure that only valid pay rates are used when updating the Base Rate on Worker Assignments. This change will prevent downstream impacts of empty rates when running rostering rule engines.
- Validation rules for worker appointments and session activities have been updated to allow changes to scheduled, actual, and finalised dates only when records are marked for reprocessing. This prevents accidental edits to processed records while still supporting necessary updates during reprocessing. Users will now see errors if they attempt to change restricted fields on processed records unless the record is specifically marked for reprocessing.
Workforce Management
Calendar fix - The right-click menu on the unassigned row of the Scheduling calendar now displays all options available to the user, regardless of whether filters are applied or not.
Group fix - The change ensures that each Group Member can only be added a group once. A clear validation message is displayed if there is an attempt tl add a duplicate. The group members start and end dates are tracked so that if a client’s membership has expired, then they can be added again. However, there can only be one pending (with a future start date) or active membership per client. This ensures the number of available places calculation is accurate.
Leave fixes:
- Leave hours are now calculated correctly when a leave request partially overlaps with a sleepover or an unpaid break in a shift. If a session activity, such as a sleepover or break, overlaps with overtime, that time is no longer deducted from the total leave duration.
- The rostered hours calculation in the Scheduling Calendar now correctly excludes pending leave hours, ensuring that only approved leave is considered when displaying worker availability and rostered time.
- Previously, workers were incorrectly shown as unavailable for overnight sessions when availability template entries ended at 11:59 PM and resumed at 12:00 AM, causing false unavailability conflict errors. This has now been resolved, so overnight sessions will no longer encounter these errors and can be rostered as expected.
- Negative leave hours will no longer be displayed when unpaid session activities exceed paid hours. Leave summaries and leave in the roster period and live schedule calendars now accurately reflect zero hours in these scenarios, preventing confusion and ensuring correct leave calculations.
Mobile fixes:
- When editing an Availability record in the mobile app, the Cancel and Close buttons now work as expected, allowing support workers to exit the edit screen without saving changes. This makes it easier to discard edits and return to the previous screen.
- The mobile app now takes into account the user's timezone when displaying the upcoming session times. They were previously affected by the 1-hr discrepancy due to Daylight saving time.
- When viewing the calendar in My Upcoming Sessions on the mobile app, the first day now displays as Monday to Sunday. This aligns with feedback, Salesforce and ICU formatting.
- The Appointment Start Threshold setting now correctly prevents workers from starting sessions scheduled for future dates outside the allowed threshold, ensuring sessions can only be started within the specified number of hours before the scheduled start time. The threshold can now be set with up to two decimal places for greater precision (e.g. 0.25 for 15 minutes), and the help text has been updated for clarity.
Rostering and scheduling fixes:
- The calculation and display of total rostered hours in the Base Roster have been corrected to ensure consistency across all calendar views. Users will now see the same total rostered hours for a worker, regardless of whether the week they are viewing e.g. Week 1 or Week 2.
- Roster hours now correctly include payable cancellations when linked to a shift. If a session is cancelled and not redeployed, the payable hours for that session are included in the rostered hours, ensuring the accurate calculation of contracted versus worked hours.
- When creating or editing a shift in the New Session Wizard, conflicts between shifts and sessions for the same worker now display a warning instead of blocking progress. Users can proceed to save and link overlapping shifts and sessions, allowing for greater flexibility in scheduling while still being alerted to potential conflicts.
- Sessions and shifts created from the live schedule are now automatically set to Rostered status, even if they are created for a past date or earlier time today. This ensures that all related appointments and activities are also marked as rostered.
- Users are prevented from creating duplicate Roster Periods with the same dates on a Base Roster if there is an existing base roster for those dates. This update helps prevent scheduling conflicts and ensures roster data remains accurate.
- Custom fields added to the Custom Edit Fields field set in the Session Wizard are now correctly saved and displayed on the Session record. This ensures that any values selected during session creation or editing are retained and visible, providing a more reliable experience when managing custom session information.
- We have fixed an issue where the Select Clients field could appear empty when creating group sessions, preventing users from adding clients to planned services. The client selection now reliably displays all eligible participants based on their Funding Management settings, ensuring group sessions can be scheduled as expected in both the Client Calendar and Sessions Calendar.
- When modifying a worker for a session, the picklist options in the worker search field now display outside the modal instead of being cut off. This improvement ensures all available options are visible.
- Activity based transport services can no longer be selected as planned services in the live schedule, base roster, or roster period. This change prevents double-charging by ensuring these services are excluded from all scheduling options.
- When creating a new session in the base roster, the start and end days now display the week and day name instead of just numbers. This update makes it easier to identify the correct days when scheduling sessions and ensures consistency with other sessions.
- Paid breaks now display correctly as Paid in the Modify Workers modal, ensuring that both paid and unpaid breaks are accurately labelled. This update helps users clearly distinguish between different break types when managing session activities.
Scheduling Dashboard fix - We’ve added the required permissions for a roster planner to be able to successfully access the Breaks & Sleepovers tab in the Scheduling Dashboard.
Shift Offer fixes:
- We have resolved an issue where attempting to send an offer for an unassigned session using a matching rule engine with the Availability Matching rule would display an error and fail to show suitable workers. Now, the list of suitable workers is displayed correctly, ensuring a smoother experience when managing unassigned sessions.
- Worker details, including employment type and base rate, now consistently display for all workers in the rule engine screen when sending shift offers. This ensures users have complete and accurate information for each worker, improving confidence in the matching and offer process.
- We have resolved an issue where offering a session at an other address location or a site location with no address could cause the matching engine to exceed system limits in organisations with a large number of workers. The matching process now efficiently considers only relevant workers, ensuring offers can be sent without errors and improving performance for scheduling sessions without a site.
Worker Time Approval improvement - the "Use Scheduled Time For Timesheet" custom setting in Lumary Settings has been deprecated to prevent accidental changes and ensure consistent behaviour. This setting is now clearly marked as deprecated and moved to the deprecated folder. Users will continue to see Finalised Times populated with Scheduled Times, regardless of the setting’s status.
Permissions
WFM Permissions
| Lumary WFM Permission Set | Object | Field | Permissions |
|---|---|---|---|
| Lumary Scheduling | Client Appointment | Attendance | Read, Edit |
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