Auditor Setup

Description of Auditor setup page.

The Auditor Setup page is used to configure the Auditor Dashboard. The Auditor Dashboard provides several visuals to help with identifying and addressing potential risks at your organization and provides an in-depth analysis of

  • Compliance-related potential risks, such as a high number of punch time edits in an organization’s shipping department.
  • High risk locations in which the potential risks are occurring.
  • Employees whose actions have been detected and reported as high-risk.

Enable Auditor

How to enable Auditor.

Before you can configure Auditor, you must perform the following steps:

  1. Confirm that the tenant has an Analytics license assigned to it.
  2. Enable the feature switch.
    1. Go to Application Setup > System Configuration > Feature Switch.
    2. Select Auditor and click Edit.
    3. Select Yes and click Save.
  3. Assign the appropriate permissions to users. The Auditor Setup pages and Auditor dashboard are only available to users with the appropriate permissions. Grant access to the Auditor dashboard and Setup pages by setting these access control points to Allowed in each user’s profile:
    • Manager - System Configuration > KPI Builder Setup > Auditor Setup
    • Manager - System Configuration > KPI Builder Setup > Auditor
  4. To set up the Auditor run, complete the Auditor Setup building blocks.

Launching an Auditor run

How to run Auditor.

The Auditor run is a scheduled batch process that occurs on the first day of every month and covers the number of months configured in the Auditor Duration setting. We recommend that you only manually launch the Auditor run to determine whether it is running correctly after making modifications to the Auditor setup.

The default setting for the duration of months in which the Auditor run occurs is four. The Auditor is a batch process that runs on the first day of every month. If the duration is four and the Auditor is running on January, 1, 2022, the months covered in the run will be September, October, November and December of 2021.

To launch an Auditor run, click Run Auditor

Enter a duration

How to enter the duration for the Auditor run.

Enter the duration for the Auditor run.

The Duration setting indicates to the system the number of months prior to the current month that should be included in the Auditor run.

The default setting for the duration of months in which the Auditor run occurs is four. The Auditor is a batch process that runs on the first day of every month. If the duration is four and the Auditor is running on January, 1, 2022, the months covered in the run will be September, October, November and December of 2021.

  1. Open the Main Menu and navigate to Administration > Application Setup.
  2. Navigate to KPI Builder > Auditor Setup.
  3. Select the Auditor Duration (Months) row and click tap Edit.
  4. Enter the number of months that should be included in the Auditor run. The default number of months is four. Enter values between three and six.
  5. Click Save.

Exclude locations

How to exclude locations from the Auditor run.

Select which locations should be excluded from the Auditor run.

This setting is used to only include locations that pertain to the potential risk. For example, if the Auditor run is looking for a high rate of punch edits, you could exclude a distribution center because the employees are salary based rather than hourly.

Locations associated with the configured primary location type appear in the Select Locations table. To exclude locations from a different primary location type, go to Auditor Setup > Primary Location Type and select a different location. Then, return to the Auditor Exclude Location page.

  1. Open the Main Menu and navigate to Administration > Application Setup.
  2. Navigate to KPI Builder > Auditor Setup.
  3. To select which locations to exclude from the Auditor run, select the Auditor Exclude Locations row and click tap Edit.
  4. Expand the Location Type drop down list and select a location.
  5. The Select Locations table appears with a list of location names associated with the primary location type. Select the appropriate location names and click tap Assign. To remove locations from the assignments, click tap Un-assign.
  6. Save the configuration.

Include locations

How to include locations in the Auditor run.

Select which locations should be included in the Auditor run. Locations associated with the configured primary location type appear in the Select Locations table. By default, all locations in the selected primary location type are selected. To include locations from a different primary location type, go to Auditor Setup > Primary Location Type and select a different location. Then, return to the Auditor Include Locations page.

  1. Open the Main Menu and navigate to Administration > Application Setup.
  2. Navigate to KPI Builder > Auditor Setup.
  3. To select which locations to include in the Auditor run, select the Auditor Include Locations row and click tap Edit.
  4. Expand the Location Type drop down list and select a location.
  5. The Select Locations table appears with a list location names associated with the primary location type selection. Select the appropriate location names and click tap Assign. To remove locations from the assignments, click tap Un-assign.
  6. Save the configuration.

Select the primary location type

How to select the primary location type for the Auditor run.

Select which primary location type which indicates to the system the location type where the Auditor run should detect risks. For example, a retail store might select “site” or “department” to detect risks across stores in the primary location type.

The primary location type appears in the header of the Auditor Dashboard

To provide enough data for the Auditor run to generate an accurate snapshot of a potential risk at a location, avoid selecting a location type with fewer locations.

  1. Open the Main Menu and navigate to Administration > Application Setup.
  2. Navigate to KPI Builder > Auditor Setup.
  3. Select the Primary Location Type row and click tap Edit. You can select only one primary location type.
  4. Expand the Primary Location Type drop-down list and select the appropriate location. The default selection is the primary location type that has its location category set to Site.
  5. Save the configuration.

Select the sub location type

How to select the Sub Location Type that is immediately beneath the primary location.

The Sub Location Type is the type of node (for example, Department) in the business structure that is immediately beneath the primary location. An example of a sub location type is a location that is one level down from the primary location type.

  1. Open the Main Menu and navigate to Administration > Application Setup.
  2. Navigate to KPI Builder > Auditor Setup.
  3. Expand Location Type and select the appropriate location type.
  4. Click Save.