Version 2.12
Available: 2 February 2026
This release includes improvements for award interpretation, leave, and rostering and scheduling.,
Follow this section to get a notification when we update the page.
Award Interpretation:
Rostering and Scheduling:
Leave:
- session activities are retained when leave is approved, and
- cancel worker appointments prior to approving leave.
Salesforce Spring '26 updates:
New Lumary Academy features have been published since our last release.
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
Award Interpretation
Cost code support for worker leave
Cost code assignment on worker appointment records has been extended to also apply to worker leave. Administrators can enable and configure this feature under AWI Settings, to set a default cost code to be applied to all leave, or only to leave where there is no worker primary site cost code. This enhancement ensures that leave costs are accurately allocated for payroll and financial reporting.
On-call rostering
This release introduces support for after hours on-call rostering, enabled via a specialised roster type. Using an on-call roster facilitates and simplifies the process for managing who is rostered, and for workers to log calls, and receive payment for their allowance and remote work time, designed specifically to support the Remote Work clauses in SCHADS. On-call base roster session creation is automated using an out-of-the-box template and on-call roster periods feature automated validation, alerting users to any sessions that overlap with worker leave or use a weekday allowance on a public holiday, ensuring accurate and awards-compliant scheduling. On-call workers are not required to clock-in or out of on-call sessions except when one or more calls were received.
On-call workers can log calls received during their on-call shifts using a dedicated On-Call Log. This feature allows workers to record key details such as the reason for the call, how it was resolved, time of call, time of resolution, and escalation status, ensuring accurate records. Call logs are integrated with rostered on-call sessions to support award interpretation and payment for remote work performed as part of an on-call disturbance. Timesheet processing has been enhanced to ensure that workers are paid correctly for on-call allowance and disturbances, including the complex minimum engagement requirements detailed in the SCHADS award.
Future releases will add increased automation of on-call roster management and on-call call logging from Lumary mobile. Please be aware that the new roster cloning feature, also part of this release, is not supported for on-call type rosters.
Payroll reports
A new Pay Conditions report is available under Lumary - Award Interpretation reports folder, providing a detailed listing of interpretation rules and breakpoints. This report allows users to review key payroll settings, grouped by rule name and type, and listing applicable pay codes, multipliers, and thresholds.
We have added a suite of reports to assist with payroll go-live preparation and sign-off. These reports provide comprehensive visibility into assignments, payees, deductions, leave balances, and payroll compliance, supporting a smooth payroll go-live process. We also added leave reports for on-going monitoring and review of leave requests and balances.
Rostering and Scheduling
Cloning base rosters
We have introduced the ability to clone a base roster. When selecting the Clone button on a base roster, users will be prompted to populate the Roster Name, Roster Start Date, Is Active flag, Site, and Budget fields before confirming. The frequency cannot be edited and will remain the same as the base roster being cloned. All shifts, sessions, and contact availability templates will be cloned into the new base roster.
10-hour minimum break warning between shifts
When reviewing shift offers, there is now a check to ensure a minimum 10-hour rest break between a worker’s last shift, the offered shift, and their following scheduled shift. If a worker does not meet the minimum rest requirement, a warning is displayed, and the scheduler must confirm before proceeding with the assignment.
Leave
Session activities are retained when leave is approved
When leave is approved that overlaps with a worker's scheduled shift or session, the system automatically cancels them and creates a vacancy.
Previously, any shift and session activities scheduled originally were lost during this process. With this update, shift and session activities are now automatically copied to the vacancy, ensuring no activity information is lost when leave is approved. Users no longer need to manually re-add these activities to the vacancy.
The eligible shift and session activities that can be copied are paid breaks, unpaid breaks, and sleepovers. A setting controls whether all or specific activities are copied.
Cancel worker appointments prior to approving leave
Roster planners can now manually cancel worker appointments for leave that has not yet been approved, allowing them to promptly address shift coverage while awaiting manager approval. The Cancel Worker Appointments button is visible on the Availability record page.
Salesforce Spring '26 updates
List view sorting
Blank or empty values in list views appear at the bottom when sorting in ascending order (previously appeared at top). Please be aware that if you have any custom or private list views where you expect blank values to appear first, they will now appear last when sorting in ascending order. This change will reflect in your environment when the Salesforce Spring '26 upgrade is deployed, likely the weekend of February 21st 2026.
SAML Single Sign-On migration
If your organisation uses SAML for single sign-on (SSO), you must migrate to the multiple-configuration SAML framework before the Salesforce Summer '26 release to prevent SSO login disruptions. Check Setup → Release Updates to see if this applies to your environment.
Bug fixes and other changes
The following bug fixes and other changes are also included in this release.
Award Interpretation
Expense claims fix - Approved worker expense claims are now processed seamlessly into payroll without requiring a second approval step.
Workforce Management
Leave fix - When creating leave via the Sick Call utility bar action, the success banner now includes a direct link to the newly created leave record. This allows schedulers to quickly access and review the leave details and any affected worker appointments. Additionally, the Sick Call screen will also reset the date fields to today’s date after leave creation, making it easier to enter subsequent records.
Mobile fix - When navigating within the mobile app, users were occasionally directed to the wrong page, most notably when tapping on a session. This has been resolved, ensuring users now navigate to the correct record pages throughout the app.
Rostered hours fixes - We have made significant refactoring improvements to how rostered and contracted hours are calculated and displayed throughout the system. Previously, various edge cases and complex scenarios could result in inaccurate hour calculations. These included misaligned start dates, unpaid time, multi-day sessions, and differing frequency cycles. This comprehensive update addresses the underlying calculation logic to ensure rostered and contracted hours are accurate across base rosters, roster periods, and scheduling views, regardless of roster configuration complexity. These improvements provide more reliable data for workforce planning and compliance tracking.
The following issues have been resolved as part of this update:
- When a shift or session includes unpaid time (e.g. unpaid breaks or sleepovers), the rostered hours now display correctly.
- The rostered hours displayed across the various calendar views will now correctly consider misalignments between dates displayed on the calendar and frequencies or dates on the worker assignment.
- When viewing 4-week base rosters with fortnightly worker assignments, rostered and contracted hours now display correctly in the 5-Day and 2-Day calendar views.
- When the base roster start date is in the past, the base roster now correctly displays contracted hours based on the next valid frequency cycle.
- When sessions or leave span multiple frequency cycles, rostered hours are now correctly allocated across cycles. This resolves issues, including negative values when sleepovers fall entirely within a subsequent cycle.
Rostering and Scheduling fixes:
- Overtime activities are now automatically removed from a session when it is linked to a shift using the New Shift Wizard. This ensures that overtime is only retained where appropriate, preventing outdated overtime records from remaining after sessions are associated with shifts.
- When creating or editing a Contact Availability Template, only workers are now shown in the Contact field, preventing clients and other contact types from appearing in the selection list. This update ensures users can only select and save active workers, making it easier to assign availability accurately and reducing the risk of errors.
- When adding clients to a session using the Modify Clients & Services right-click action, the list of available clients now automatically excludes anyone already added to the session, preventing duplicate client assignments.
Permissions
WFM Permission sets
We’ve added new permission sets in this release.
| Permission set | Purpose |
|---|---|
| Lumary WFM - On-Call Management | For managers and administrators who oversee the on-call program (Payroll Officers, HR Managers, System Admins) |
| Lumary WFM - On-call Scheduling | For users who create and manage on-call rosters and sessions (Roster Coordinators, Workforce Planners) |
| Lumary WFM - On-call Worker | For workers who are rostered on-call and need to log incidents (Care Workers, Support Workers, Field Staff) |
We’ve made updates to field permissions on the permission set shown in the following table. If you have custom or cloned permission sets that include these objects, we recommend that you add these permissions.
| Permission set | Object | Field | Permission |
|---|---|---|---|
| Lumary - Scheduling | Contact Availability Template | Allocation Date | Read |
| Roster | Parent Roster | Read | |
| Type | Read, Edit | ||
| Session Type | Created Session Activity Category | Read |
See what's new in Lumary Academy
Check out our LIVE Lumary Academy updates page to stay across the latest improvements. Follow the page to stay in the loop and never miss an update.
Users can only follow sections on Lumary's Help Centre, rather than individual articles. This means you'll get email notifications whenever a new article is published in this section, or when an article is republished.