The Lumary DC 2.8 release includes improvements for award interpretation, rostering and scheduling, leave and programs of support.
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Version 2.8
Available: 16 September 2025
This release includes improvements for award interpretation, rostering and scheduling, leave and programs of support.
Award Interpretation:
Rostering and scheduling:
- view a worker's calendar,
- improvements to reviewing shift offers,
- send reminders of shift offers,
- improvements to notifications and the mobile My Offer page,
- improvements to the sent offers dashboard,
- send offers to multiple shifts and sessions from the Scheduling Dashboard,
- relating a worker's session to a shift filters by site,
- relating sessions during shift creation filters by site, and
- additional information when approving worker appointments.
Leave:
Programs of Support:
New Lumary Academy content has 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
Award flags when rostering in the live schedule
When modifying workers in the live schedule, there is now an Estimate Award Flags button. Clicking this will return a list of award flags specific to the shift or session, for the selected worker who is to be assigned. This can include flags such as minimum rest, exceeds ordinary daily hours and more. There is a Show all checkbox, which can be ticked, which will then show all award flags for the selected worker across the entire timesheet period (e.g. fortnight) and not just the award flags specific to the shift or session being modified. This helps roster planners adhere to compliance and support more informed rostering decisions.
Please keep in mind that this requires updates to interpretation breakpoint records to capture a flag message and to be surfaced as a flag.
Rostering & Scheduling
View a worker’s calendar
This update resolves the issue of cancelled Worker Appointments appearing in the Activity Timeline and introduced a Worker calendar on the Worker record page.
To achieve this we have disabled the functionality that allows for the creation Salesforce Event records based on the Sessions. A new Calendar tab has been added to the Worker Record page, providing a read-only view of worker schedules across all layouts. It displays the live schedule sessions and the worker’s availabilities. The Roster tab was also removed from the AWI page and from the Activity Timeline on a Worker Contact, making it easier to access and review calendar information directly from these record pages
Improvements to reviewing shift offers
The Review Offers screen has new fields to help schedulers select a worker for the shift.
Schedulers can now see if worker has previously worked with the relevant participant, using a read-only checkbox to help schedulers quickly assess worker suitability based on past experience with the participant.
Schedulers can now see the specific tags required for each shift, helping schedulers quickly identify which requirements are needed to support participants. For each worker offered a shift, their matching tags are highlighted in green, while any missing tags are clearly shown in red. Other tags not relevant to the shift are highlighted in blue.
Schedulers can now see the total rostered hours each worker is assigned for the relevant pay period, including both base roster and live schedule adjustments. This helps schedulers easily assess potential overtime when reviewing shift responses.The following bug fixes and changes are also included in this release.
Send reminders of shift offers
You can now send reminder notifications to workers who haven't responded to shift offers. Users can access this feature by clicking the bell icon on the Review Offers screen for the specific shift. The reminder message will indicate it's a follow-up, not a new offer, ensuring clarity and avoiding confusion about their shift status.
Improvements to notifications and the mobile My Offers page
Notification messages for workers expressing interest in shifts have been updated to provide clearer details, including the specific date and time of the shift when a worker is not assigned to a shift they have expressed interest in.
The ‘My Scheduling Requests tab and screen title have been renamed to ‘My Offers’ for improved clarity for workers. On the My Offers page, the filter options of ‘Accepted’ and ‘Declined’ have been renamed to ‘Interested’ and ‘Not Interested’ respectively to align better with the Shift Offer functionality.
New messages appear when there are no records in these categories to inform the worker of the state of their offers.
Improvements to the sent offers dashboard
You can now review sent shift offers directly from the Scheduling Dashboard. A new button on each shift in the Sent Offers tab opens the Review Offer(s) modal, simplifying tracking and management of offers from a central location.
The Shift Offer dashboard now excludes breaks and sleepovers from the displayed shift duration, showing only active working time. Durations appear in hours and minutes (e.g. 2hrs 30mins) for easier reading, matching how shift and leave durations display on rostering calendars.
Send offers to multiple shifts and sessions from the Scheduling Dashboard
The Scheduling Dashboard now includes an Unsent Offers tab, allowing schedulers to review and manage all unassigned shifts that have not been offered to workers yet.
This tab offers filters like those in the Sent Offers tab and lets users send offers directly from the list. Once sent, shifts move automatically out of the Unsent Offers view, simplifying the process of filling open shifts.
You can also select and send offers for multiple shifts or sessions at once. Users add shifts by clicking the + button, then send offers by clicking the ‘Send X Offer(s)’ button. This feature requires the user to apply a matching engine and select a region or site to filter eligible workers. After sending, you receive a confirmation and can track outcomes in the Offers Dashboard.
Relating a worker’s session to a shift filters by site
When using the Modify Worker right-click action on a session and relating a shift, the shift dropdown will now be filtered. When rostering on the base roster or roster period, it will only show shifts related to the relevant roster or roster period. When rostering in the live schedule, it will now filter the shifts based on the site location of the session (if applicable). There is a Show shifts at all locations checkbox, which, when ticked, will display relevant shifts across all locations. This ensures that the roster planner is able to find relevant shifts when rostering in the live schedule.
Relating sessions during shift creation filters by site
Similar to the above, the filter has also been added when creating a new shift and associating sessions with the shift. When rostering on the base roster or roster period, it will only show sessions related to the relevant roster or roster period. When rostering in the live schedule, it will now filter the sessions based on the site location of the shift (if applicable). There is a Show sessions at all locations checkbox, which, when ticked, will display relevant sessions across all locations. This ensures that the roster planner is able to find relevant sessions when rostering in the live schedule.
Additional information when approving worker appointments
The Requiring Approval list view for worker appointments has been enhanced to help users manage approvals more efficiently. New columns for Start Variance, Duration Variance, and Day of Week fields provide clearer visibility and make it easier to identify and review differences between scheduled and actual times.
Leave
Enhanced leave hours calculation
We have made comprehensive improvements to how leave hours are calculated and managed to ensure accurate payroll processing and reduce administrative burden on roster planners.
- Improved calculation sources: Leave hours are now calculated using live schedule data when available, with base roster serving as a fallback for periods without published schedules. This enhancement ensures calculations reflect the most current scheduling information and provides roster planners with greater confidence in leave outcomes. For payroll integration, only live schedule data is used as the source of truth to ensure workers are paid based on actual rostered commitments.
- Automated session management: Upon leave approval, the system now automatically cancels the worker’s affected sessions in the live schedule and roster periods and creates vacant worker appointments for reassignment. When creating roster periods, any sessions that overlap with existing approved leave are also automatically cancelled. This automation maintains a complete record of original roster assignments that were removed due to leave, preventing scenarios where workers appear to have no sessions during leave periods and ensuring accurate leave hour calculations.
- Overtime tracking and exclusion: Roster planners can now manually capture overtime hours, which are then excluded from leave calculations to ensure workers are only paid for ordinary and regular working time when on leave. This provides more accurate leave calculations and proper payroll outcomes.
- Refined calculation logic: The system automatically excludes unpaid time, such as breaks and sleepovers, from leave hour calculations, ensuring workers are only compensated for actual working time during leave periods.
- Enhanced calendar visibility: Calendar views now display leave request details with accurate duration calculations that exclude unpaid activities, providing clearer visibility for workforce planning across both Scheduling and Roster Period views.
- Streamlined payroll integration: Leave calculations using live schedule data are automatically recalculated before integration to payroll systems, ensuring the most accurate and up-to-date information is transmitted for processing.
Programs of Support
Group program improvements
We have continued to enhance the Group Programs feature to support program of support billing and attendance tracking. On the Group Program page, the Group Members list now has a Status column to more easily differentiate between active and expired members. The Sessions list has been filtered to only show sessions off the live schedule, and now also has a Status column. There is a new list showing the Schedule of group sessions from the base roster, which includes the number of clients scheduled to attend each session. In the details section, we have introduced a Program field, which can be used to assign Group Programs into categories for reporting purposes.
On the Group Member page, we are now showing a list of the client’s program of support service agreement items that are being auto-billed for this group program. This is facilitated by a new field for Group Program on Service Agreement Items, which requires a new temporary permission set. We have also added new fields for the NDIS program of support-related fields to track the client-specific goal or outcome and a notice date for compliance in the case the client exits the program ahead of schedule.
When viewing Group Members via the app launcher, the default list views have been enhanced to show more information, including the client name and start date.
Member management
A new program of support members panel has been added to the Group Program page, allowing you to easily view available places and identify clients with a current program of support agreement who have not yet been added as group members. Pending members are clearly listed for quick action, and the number of available places is now displayed in green or red to highlight availability. This update streamlines group management and ensures all eligible clients are included for scheduling to facilitate accurate attendance records.
Lumary Academy updates
The following new and updated courses have been published to our Lumary Academy:
| Released on | New or Updated | Course | What's the update | Learning plans with this course |
|---|---|---|---|---|
| 2 Sept 2025 | Updated | Client Onboarding and Record Management |
Course lesson 'Onboard a client' now includes:
Course lesson 'Manage and update a client record' now includes:
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| 5 Sept 2025 | Updated | Mobile app for support workers |
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| 14 August 2025 | New | Post Pay Batch Adjustments |
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Featured courses:
| Released on | Course | What's covered | Learning plans with this course |
|---|---|---|---|
| 8 May 2025 | Payroll Management |
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| 29 July 2025 | Manage Worker Information for Payroll Course |
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Bug fixes and other changes
The following bug fixes and changes are also included in this release.
General
Centre-based group programs improvement - We added a button to create new group programs from the site page.
Service agreement rollover fix - We applied a fix for rolling over a service agreement which was affecting new deployments.
Core
Funding periods improvement - New fields have been added for upcoming improvements to service agreement management related to NDIS funding periods.
Award Interpretation
Award interpretation fix - The Public Holiday calendar field is now available on the Salary record type of the AWI Assignment Record page. This allows for salaried workers to have public holidays displayed on rostering and scheduling calendars
Workforce Management
Calendar fixes:
- Session and shift durations, and rostered hours will now correctly exclude incomplete session activities such as sleepovers and unpaid breaks when a worker’s appointment is approved and completed.
- Worker appointment duration will now also be limited to the nearest 2 decimal places.
- Cancelled client appointments are now indicated on the scheduling calendar when hovering over an appointment and when modifying a session.
Cancellation fix - Cancellation charges for group services now correctly apply the appropriate service ratio and substitute rate, ensuring accurate billing in line with the latest NDIS Price Guide. Please keep in mind that the rate will not be substituted if the cancellation reason with a billable % of less than 100% is selected.
Leave fixes:
- A fix was introduced to ensure that when a worker is on approved leave that overlaps with a shift or session, they are not being sent an offer. This is achieved by running an availability check before an offer is sent.
- When requesting leave via our mobile app, frontline mobile workers were receiving an error message. We’ve provided them with access to a missing field, allowing them to now request leave and for the leave to be correctly calculated.
- We’ve fixed a bug that was caused by mismatched time zones between base roster sessions and leave requests, resulting in incorrect leave hour calculations. This issue occurred when leave is requested in a different time zone (e.g. standard time) than the Base Roster session (e.g. daylight time), leading to a 1-hour discrepancy.
Mobile improvement - We have relaxed the validation for break and sleepover start times to allow for instances where a worker’s clock-in on mobile may occur after their actual start time. For example, when they have forgotten to clock in.
Rostering and scheduling fixes:
- We’ve added a fix where you can now add a break as a session activity in the New Session Wizard without encountering an error. This fix ensures that breaks can be selected and saved correctly, whether or not the session is linked to a shift, improving the reliability of session creation on the calendar.
- The Remove Contact from Sessions process on a worker now explicitly filters for Lumary’s worker record type correctly. This has resolved issues with not being able to find any sessions to cancel for a worker when there are rostered sessions.
Session activity fixes:
- We’ve resolved an inconsistency when completing a session directly from the session page, which ensures session activities are also finalised. This is now aligned with the same process as the right-click complete session action.
- Additional validation rules have been introduced to the Adjust and Approve process, reducing potential timesheet errors during processing.
Scheduling dashboard fixes:
- Previously, the session type filter available on the Breaks & Sleepover dashboard only included shift work types. This has been resolved to show session types across appointment, group and accommodation work types now.
- Added additional permissions required for a roster planner to be able to access the Breaks & Sleepovers dashboard.
Shift fixes:
- Schedulers can now unassign sessions from shifts created by another scheduler and assign the sessions to shifts.
- When creating a shift and assigning sessions using the New Session modal, unpaid breaks or sleepover session activities are now assigned to a shift. It was previously assigned to the session.
- We now display a warning on the New Shift Modal instead of an error when assigning a worker with pending leave. Workers with approved leave will still receive a conflict error.
Shift offer fixes:
- The date and time specified on the notification message for offered shifts are now converted to the time zone of the worker who receives the notification
- Mobile workers are also no longer able to edit any fields on the scheduling request record page from the offers list in the mobile app. The only actions available are to register interest or mark as not interested.
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.
| Permission Set | Object | Field | Permission |
|---|---|---|---|
| Lumary DC - AR Management | Credit Note | Credit Total | Read |
| Credit Allocation Total | Read | ||
| Credit Total and Allocation Match | Read | ||
| Lumary DC - Leave & Work Offer Management | Leave Request Item | (Object Access) | Read, Create, Edit |
| Activity Type | Read, Edit | ||
| Cancelled | Read, Edit | ||
| Duration (Hours) | Read | ||
| End Date/Time | Read, Edit | ||
| Parent Leave Request Item | Read, Edit | ||
| Start Date/Time | Read, Edit | ||
| Status | Read | ||
| Processed | Read | ||
| Lumary DC - Service Agreement Management | Service Agreement | NDIS Plan Start Date | Read, Edit |
| Service Agreement Item | Funding Period Length | Read, Edit | |
| Unspent Funds from Previous Periods | Read | ||
| Funding Period | Related Service Agreement Category Item | Read, Edit | |
| Related Service Agreement | Read | ||
| Start Date | Read, Edit | ||
| End Date | Read | ||
| Period Funding | Read | ||
| Committed Funding | Read, Edit | ||
| Delivered Funding | Read, Edit | ||
| Period Unspent Funding | Read, Edit | ||
| Period Remaining + Rolled Over Funding | Read | ||
| Period Funding (Unallocated) |
Read, Edit | ||
| Period Funding (Services) | Read, Edit |
WFM Permissions
| Lumary WFM Permission Set | Object | Field | Permission |
|---|---|---|---|
| Lumary - Award Interpretation | Leave Request Item | Activity Type | Read, Edit |
| Parent Leave Request Item | Read, Edit | ||
| Worker Appointment | Start Variance | Read | |
| Duration Variance | Read | ||
| Day of Week | Read | ||
| Lumary - Mobile User | Leave Request Item | Activity Type | Read, Edit |
| Parent Leave Request Item | Read, Edit | ||
| Worker Appointment | Worker Redeployed | Read | |
| Lumary - Scheduling | Leave Request Item | Activity Type | Read, Edit |
| Parent Leave Request Item | Read, Edit | ||
| Worker Appointment | Start Variance | Read | |
| Duration Variance | Read | ||
| Day of Week | Read | ||
|
Temp - SA *
|
Service Agreement | Group Program | Read, Edit |
| Group Program | Group Name | Read | |
| Centre | Read | ||
| Group Start Date | Read | ||
| Status | Read |
* This is a temporary permission set required for Lumary WFM customers who are utilising the new program of support features for NDIS funding agreements. Assign the permission set to users who manage service agreements in Lumary.
| Lumary WFM Permission Set | Apex Class |
|---|---|
| Lumary - Scheduling | RosterPeroidCancelWAPforLeaveBatch |
| RosterPeroidCloneWSABatch |
| Lumary WFM Permission Set | Custom Metadata |
|---|---|
| Lumary - Scheduling | Batch Size Setting |
| Batch Size Setting Override |
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