The Lumary WFM 2.13 release includes improvements for award interpretation, and rostering and scheduling.
Follow this section to get a notification when we add new release notes.
Version 2.13
Available: 25 February 2026
This release includes improvements for award interpretation, and rostering and scheduling.
Award Interpretation:
Rostering and Scheduling:
- export of workers' rostered hours,
- improvements to adding clients to sessions, and
- rostering a worker within their start and end date.
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
Award interpretation
Leave balances
Workers can now view their current leave balances directly in the My Leave section of the mobile app, making it easier to track entitlements without starting a leave request. The new My Leave Balances component appears at the top of the page if there are any non-zero balances, showing the first two leave types by name with an option to expand and view all balances. If all balances are zero, the component remains hidden. A message clarifies that displayed balances do not reflect current or future leave events.
Administrators can control which leave balances are visible to workers on the mobile app via a Show on My Leave Balances toggle on Leave Types. This provides flexibility to suit different leave management policies.
On-call rostering
A new On-Call tile is now available on Lumary Mobile Home, and on My Day View for both mobile and desktop users. On-call workers can easily see if they are currently on-call, or when they are next rostered. Tapping the tile opens a dedicated page to review and log calls received while on-call. This enhancement streamlines on-call record keeping for workers.
On-call worker permissions
On-call workers need to be granted the On-Call Worker permission set, to see the new tile and to log calls.
Further, the following additional permissions need to be set.
| Permission Set | Object | Field | Permission |
|---|---|---|---|
| Lumary WFM - On-Call Worker | Account | read | |
| Contact | AccountId | read |
Rostering and Scheduling
Export of workers’ rostered hours
Schedulers can now generate and export a report of rostered hours directly from the Lumary Extracts page. A new Rostered Hours extract type is available, allowing an export of workers’ rostered hours up to a date range of 3 months. This includes rostered, completed and cancelled worker appointments, and considers unpaid break and sleepover time.
Once the extract is generated, a CSV file can be downloaded, ensuring compatibility with most common spreadsheet applications for further analysis, aggregation and reporting. This allows schedulers to monitor rostered hours on scale, as well as for managers to audit and investigate into worker’s hours.
Improvements to adding clients to sessions
In the previous release, a fix was introduced to Modify Clients & Services. This update automatically filters out clients already added to a session, so only eligible clients appear in the selection list.
In this release, further improvements have been introduced to make adding clients more efficient and reduce the risk of errors:
- When creating a new session or shift, the session location will now automatically default to the site associated with the relevant base roster or roster period. This streamlines session creation while still allowing users to edit the location if needed.
- Schedulers can now bulk add clients during session creation, and modify clients & services on an existing session when it is linked to a supported accommodation site. The new Bulk Add Clients button allows the user to filter by name and select multiple eligible clients at once. Clients included through group membership are automatically included during session creation and cannot be removed, ensuring group sessions remain accurate.
- A loading icon has also been added to provide visual feedback while the list of clients is loading.
Rostering a worker within their start date and end date
We’ve introduced enhancements to improve scheduling accuracy and prevent workers from being rostered outside of their employment dates.
Additional validations have been implemented to ensure rostering of a worker can only occur within their start and end dates during the following processes:
- Creation of a session or shift
- Modifying workers
- Modifying session time
- Sending offers
- Reviewing offers
If an attempt to roster a worker before the start date or after their end date occurs, then an error message will be displayed. This helps ensure that only active and eligible workers can be assigned, reducing scheduling errors.
Along with the additional validation, inactive workers will no longer appear on the Site and Region associated lists (Associated Workers, Worker Regions, respectively) once their employment has ended or their user has been deactivated. This ensures that only active and eligible workers are shown on the associated Site and Region pages.
Bug fixes and other changes
The following bug fixes and changes are also included in this release.
Award Interpretation
Claim expenses fix- When logging a personal expense on behalf of another worker, the approval request will now be sent to the manager of the worker the expense is for, rather than the manager of the person submitting it. This ensures expenses are approved by the correct reporting line and improves accuracy and timeliness in the approval process.
On-call log improvements:
Validation has been added to prevent users from selecting the same contact in both the Who Called and Worker fields when creating or editing an On-Call Log. A loading spinner now appears when searching for contacts in the Worker field, providing clearer feedback during selection. These updates prevent errors and improve usability.
The Edit button for On-Call Logs now applies the same layout and validations as the New button. This update ensures a more consistent and tailored experience when editing records.
Pay rates fix- The Sync Assignments process now correctly selects the most recent Minimum Pay Rate based on the effective date. This ensures that worker assignments are updated with the correct rate following a rates update.
Session activities fixes:
Editing or deleting session activities from the scheduling calendar has been updated to allow any user to modify session activities that were created by other users. This resolves previous access errors and ensures schedulers can efficiently manage all session activities via the calendar interface.
When a sleepover session activity is deleted, any associated active working session activities are now also deleted. This prevents leftover active working records from affecting timesheet entries and eliminates the need for manual clean-up.
Worker appointment processing for sleepover shifts has been updated to correctly handle active working periods that overrun the scheduled end time. This allows the processing batch to complete without errors.
Workforce Management
Shift fix - Users are now able to assign a shift to a worker even if they already have a session within the shift's time range. This update removes unnecessary restrictions and streamlines the rostering process, reducing extra steps for roster planners and improving overall efficiency in the Live Schedule.
Rostering and Scheduling fixes:
- The matching engine, when modifying workers or sending offers on a session, has been updated to correctly exclude workers who are on leave or have ad-hoc unavailability. This ensures that workers who are unavailable due to leave or other reasons will no longer appear as an appropriate match to add to the session, providing more accurate and reliable matching outcomes.
- Schedulers can no longer select inactive sites when creating or cloning a Base Roster, ensuring only active sites are available for new rosters. If a site becomes inactive after a Base Roster is created, users will be prevented from creating or publishing roster periods linked to that inactive site, with clear warning messages being displayed.
- We’ve resolved an issue when modifying session activities and removing the Start Date/Time or End Date/Time would cause an error. The Start Date/Time and End Date/Time are now always required for a session activity, preventing the error from occurring and ensuring a smoother experience when updating a session or shift.
Permissions
Permission sets
We’ve made updates to field permissions on the permission sets shown in the following table. If you have custom or cloned permission sets that include these objects, we recommend that you add these permissions.
AWI Permissions
| Permission set | Object | Field | Permission |
|---|---|---|---|
Lumary DC - Leave & Work Offer Management |
Leave Type |
Show On My Leave Balances |
Read |
Lumary - Mobile User |
Leave Type |
Show On My Leave Balances |
Read |
Lumary - Management |
Leave Type |
Show On My Leave Balances |
Read,Edit |
Lumary - Scheduling |
Leave Type |
Show On My Leave Balances |
Read,Edit |
WFM Permission
| Permission set | Object | Field | Permission |
|---|---|---|---|
| Lumary AC - Client Association Management | Associated Site |
Contact Record Type |
Read |
Lumary DC - Mobile Baseline |
Contact Region |
Contact Status |
Read |
Lumary DC - Session Management |
Contact Region |
Contact Status |
Read |
Lumary DC - Site Management |
Associated Site |
Contact Record Type |
Read |
Lumary DC - Worker Management |
Contact Region |
Contact Status |
Read |
Lumary - Mobile User |
Contact Region | Contact Status |
Read |
| Associated Site | Contact Record Type | Read | |
Lumary - Management (DO NOT USE) |
Associated Site |
Contact Record Type |
Read |
| Contact Region | Contact Status |
Read | |
Extract Item |
Finalised Hours |
Read, Edit |
|
Finalised Unpaid Activities |
Read, Edit |
||
Finalised Unpaid Hours |
Read, Edit |
||
Scheduled Hours |
Read, Edit |
||
Scheduled Unpaid Activities |
Read, Edit |
||
Scheduled Unpaid Hours |
Read, Edit |
||
Worker Appointment |
Read, Edit |
||
(Record Type) Rostered Hours |
Visible |
||
Extract |
(Record Type) Rostered Hours |
Visible |
|
Lumary - Scheduling |
Associated Site | Contact Record Type | Read |
Extract Item |
(Object Access) |
Create, Edit, Read, Delete |
|
Client |
Read, Edit |
||
Finalised Hours |
Read, Edit |
||
Finalised Unpaid Activities |
Read, Edit |
||
Finalised Unpaid Hours |
Read, Edit |
||
Scheduled Hours |
Read, Edit |
||
Scheduled Unpaid Activities |
Read, Edit |
||
Scheduled Unpaid Hours |
Read, Edit |
||
Site Name |
Read, Edit |
||
Worker Appointment |
Read, Edit |
||
(Record Type) Rostered Hours |
Visible |
||
| Extract | (Object Access) | Create, Edit, Read, Delete |
|
| End Date | Read, Edit |
||
Error |
Read, Edit |
||
HACC Agency Identifier |
Read |
||
Notification Email |
Read, Edit |
||
QDC Agency Code No |
Read |
||
| Site | Read, Edit |
||
| Start Date | Read, Edit |
||
| Status | Read, Edit |
||
| View Extract | Read |
||
(Record Type) Rostered Hours |
Visible | ||
Custom Extract |
(Object Access) |
Read |
|
Lumary Extracts |
(Tab Access) |
Available |
| Profile | Object | Record Type | Layout |
|---|---|---|---|
System Administrator |
Extract Item |
Rostered Hours |
Rostered Hours Extract Item Layout |
Extract |
Rostered Hours |
Rostered Hours Extract Item Layout |
|
Lumary DC - Standard User |
Extract Item |
Rostered Hours |
Rostered Hours Extract Item Layout |
Extract |
Rostered Hours |
Rostered Hours Extract Item Layout |
|
Lumary DC - System Administrator |
Extract Item |
Rostered Hours |
Rostered Hours Extract Item Layout |
Extract |
Rostered Hours |
Rostered Hours Extract Item Layout |
| Permission Set | Apex Class |
|---|---|
| Lumary - Scheduling | enrtcr.ExtractController |
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.