Configure Labor for Healthcare Analytics

Configure the Function Access Profile (FAP) to give access to the paycode definitions, Analytics Labor Type in People Information, and Agency Definition in Application Setup. See Configure Access to Healthcare Analytics.

For Healthcare Analytics, configure paycodes for Healthcare Analytics, in particular for agency staff.

1. Select Main Menu  > Administration > Application Setup > Pay Policies > Paycodes > Paycode Definition.
2. Create or edit a paycode.
   • Click Tap New. Enter a unique Name.
   • Select a paycode. Click Tap Edit or Duplicate. 
3. (Optional) Enter a Short Name.
4. (Optional) Enter a Code Number.
5. To set the Healthcare Analytics parameters for reporting, select the General tab.

   Note: To set all other parameters, see Paycode definition.

   1. Configure the healthcare analytics options

      In Healthcare Analytics Options, do one of the following:

      • Select neither option (default) if the paycode is used in both the Timekeeping and payroll systems. Analytics counts the paycode toward hours and money metrics Measures and tracks workforce performance by comparing planned with actual workload or coverage, or by showing variances at any organizational level. when it is in the timekeeping data or payroll feed.
      • If the paycode is not used in both systems, select one of the following:

        Payroll Only — The paycode is used only by the payroll system and counts towards paycode hours and money metrics when it is in the payroll system feed.

        Timekeeping Only — The paycode is used only by the timekeeping system and counts toward paycode hours and money metrics only when it is in the timekeeping data. Analytics does not expect the paycode to be in the payroll system feed.

   2. In Analytics Mapping Category Assignment, do the following:
      • In Paycode Mapping Category, select a mapping category.
        Caution:

        You can configure mapping categories in either of the following locations:

        • Administration > Application Setup > KPI Key Performance Indicator measures the result of an activity in an organisation so that you can compare it to operational or strategic goals and attempt to improve performance. Builder > Mapping Category Definition. For details, see Create a custom mapping category.
        •  Administration > Application Setup > Pay Policies > Paycodes > Paycode Definition > Analytics Mapping Category Assignment.

        To avoid inconsistency or errors, make sure to configure mapping categories in only one of these locations.

      • (Optional) Select Cost Only Switch to include only cost (money) and exclude hours from the paycode.
      • To assign another mapping category, click tap the plus sign  and select another category.

        Caution: Do not create contradictory or counterproductive combinations of mapping categories. Example: Productive and Non-Productive categories for the same paycode.

6. Click Tap Save & Return.

Paycode to mapping category best practices

To generate accurate reports, consider the following best practices.

Non-productive paycode mapping categories

• Make paycodes in Non Productive0, Non Productive1, and Non Productive2 paycode mapping categories mutually exclusive.
• All paycodes in Non Productive0, Non Productive1, and Non Productive2 paycode mapping categories must be in the Non Productive paycode mapping category.
• All paycodes in Non Productive paycode mapping categories must be in one and only one of the Non Productive0, Non Productive1, and Non Productive2 paycode mapping categories.
• Impact: If you don't follow these guidelines, the Non Productive totals in the Employee Actuals and Six Pay Periods Productivity Trend reports do not match.

Productive paycode mapping categories

• Make paycodes in Regular Productive, Other Productive, and Overtime paycode mapping categories mutually exclusive.
• All paycodes in Regular Productive, Other Productive, and Overtime paycode mapping categories must be in the Productive paycode mapping category.
• All paycodes in the Productive mapping category must be in one and only one of the Regular Productive, Other Productive, and Overtime paycode mapping categories.
• Impact: If you don't follow these guidelines, the Productive Totals in the Employee Actuals and Six Pay Periods Productivity Trend reports do not match.

Paid mapping category

• Make paycodes in Productive and Non Productive paycode mapping categories mutually exclusive.
• All paycodes in Productive and Non Productive paycode mapping categories must be in the Paid paycode mapping category.
• All paycodes in the Paid paycode mapping category must be in one and only one of the Productive and Non Productive paycode mapping categories.
• Impact: If you don't follow these guidelines, some data is double counted in Productive and Non Productive categories.

Organizations without work units

• Generate a list of locations which do not have any work units attached.
• Impact: Agency hours for these organizational nodes are not included in any work unit Work units (WU) define departments, work groups, and combine business structure nodes or jobs into single entities for productivity analysis. All Healthcare Analytics reports require work units..

Note: This section covers only labor categories for Healthcare Analytics.

1. Select Main Menu  > Administration > Application Setup > System Configuration > System Settings.
2. Select the Healthcare Analytics tab.
3. In site.healthcareanalytics.payroll.config.LaborCategory, define the labor category for the paid jobs that the Payroll integration imports.
4. Click Tap Save.
5. Map the labor category entries to the labor category. To configure labor categories, select Administration > Application Setup > Business Structure Represents the logical structure of an organization as it concerns staffing. It contains a hierarchy of locations that contain jobs to which an employee may be assigned. Setup > Labor Categories. See Labor Categories.

Only for agency workers, assign pay rules to agency and internal agency labor types.

1. Click Tap Main Menu . Select Administration > Application Setup > KPI Builder > Healthcare Analytics > Agency Definition.
2. In Analytics Labor Type, select Agency.

   Caution: Ignore the other labor types because those are not editable.

   1. Click Tap Edit .
   2. Select Pay Rules to map to the agency.
   3. Click Tap Save.
3. Repeat but select Internal Agency in Analytics Labor Type.
4. To enable the agency labor type for reports, Configure the Agency Export and Import for Healthcare Analytics.

Labor types identify the types of labor that employees do to meet workload Specifies a number of employees needed for a certain job at a certain location over a certain span of time..

1. Click Tap Main Menu . Select Maintenance > People Information. Select a person.
2. In Employee, select Information.
3. In Analytics Labor Type:
   1. Click Tap the plus sign to add a labor type.

   2. In Analytics Labor Type, select one of the following:

      • Full Time
      • Part Time
      • Per Diem
      • Pool
      Note:

      You cannot select the following supplemental labor types because they are derived:

      • Float In and Float Out: Based on work outside of the home unit.
      • Extra Part Time: Calculated for part-time employees who work more than their standard number of hours.
      • Overtime: Defined by the paycode mapping category.
      • Agency and Internal Agency: Based on the assigned pay rule.
      • Unknown
   3. Select the Effective Date.
   4. Repeat to assign more labor types.

      Example: Assign Full Time and Part Time labor types so that an employee can move from one type to another.

4. Click Tap Save .
5. Repeat for other people.

Configure the Universal People Import integration pack to map the Analytics Labor Type when it imports employee records from a flat file for Healthcare Analytics (HCA).

Configure the connection settings and process properties as normal; see Configure the Universal People Import Integration.

Configure the data map for Healthcare Analytics

(Required)

A data map translates a data structure from the source format to the destination format. Examples: Map "PersonID" in the source to "Person ID" in the destination or "LastName" to "Last Name".

Each integration pack has a default data map. Editing of the default map is limited to adding fields, changing mappings, or inserting functions. Any changes override the previous values. If the predefined fields do not suite your requirements, use the default map as a guide when you create your custom data map.

Data map: Import People Records from flat file

For Healthcare Analytics, add the AnalyticsLaborType to the data map as follows:

1. Select Data Maps.
2. From the Data Maps dropdown list, select the HCAPeopleImport data map.

3. Select  to expand or  to collapse levels.

   To expand all levels, right-click the green boxes icon . Select Expand All

   The lines show the links between fields in the source (left side), any intermediate functions, and the destination (right side).

4. Scroll to the end of the data map and do the following:
   1. Enter the AnalyticsLaborType to the source (CSV) side on the left.
   2. Enter the AnalyticsLaborType to the destination (XML) side on the right.
   3. Select and drag to link between the new source and destination AnalyticsLaborType items.
5. Click Tap OK.