Metrics

The Metrics page enables you to configure metrics grouping strategies. A grouping strategy quickly shows variances between planned, scheduled, and actual staffing. A grouping strategy is also called a roll-up strategy. Example: A grouping strategy can nest indicators by an business structure hierarchy.

  1. From the Main Menu, select Administration > Application Setup > Scheduler Setup > Metrics Setup > Metrics.
  2. Click New or select a metric and click Duplicate or Edit. To search for a metric to edit, enter the name, then click Search. To delete a metric, select it from the list, click Delete, then click OK.
    Caution: Before deleting a metric, ensure that it is not assigned to a location profile. The metric is deleted even if it is assigned.
  3. Enter a Name and optionally, enter a Description.
  4. Complete the How to Group the Data and the Indicators to Display sections.

How to group the data

  1. In the Group By field, select a grouping strategy:
    • Direct/Indirect— Groups labor hours proportionately according to the direct labor and indirect labor proportions defined for that job in the organizational map.
    • Employee— Groups indicators by the employees who are loaded in Scheduler.
    • Hours Category Set— Hours category sets group hours categories. Hours categories group metrics indicators according to the percentage of shift time that corresponds to jobs or pay code edits. This grouping strategy allows you to use indicators to compare direct to indirect, and productive to non-productive hours. Select an hours category set from Parameters.
    • Job— Groups indicators by job title for any selected location. Suitable for organizations where the same job title can be in many locations. The label does not include the organizational path. Sort order is defined in Administration > Application Setup > Jobs and business structure. If not defined, sort order is alphabetical. If some jobs have a sort order and others do not, the system first lists the sort-ordered jobs. It then lists the remaining jobs in alphabetical order.
    • Job Group— Groups indicators by job group. Job groups organize jobs into a limited number of categories. Sort order is by Column Number as defined in Administration > Application Setup > Scheduler Setup > Job Group.
    • Location Type— Groups indicators by logical levels on the business structure; for example, region, division, area, facility, hospital, store, department. Location types can map to labor categories. Each location in the business structure has a location type. Select a location type from Parameters.
    • Org Job— Groups indicators by organizational job. The label on each organizational job includes the organizational path. Sort order is alphabetical by the location path, then by job.
    • Pay Code— Groups indicators by pay code. Excludes combined pay codes, and pay codes that are filtered out if the Hours Category Set grouping strategy precedes the Pay Code grouping strategy.

      Only the cost and hours indicators display values. All other indicators have a value of N/A.

    • Schedule Group— Groups indicators by groups of employees that share schedules. All of the grouped employees must be loaded in Scheduler. If employees are assigned to more than one schedule group, the system evaluates indicators for each group. The schedule group must be activated for the entire time period of Scheduler. Otherwise, the employees are grouped as Other.

      Only the Actual Cost, Scheduled Cost, Actual Hours, Scheduled Hours, and Actual Hourly Cost indicators display values. All other indicators have a value of N/A.

    • Schedule Type— Groups hours or cost indicators into two categories: Pay Code Edit and Shift. Duration pay codes are counted as shifts.
    • Scheduled Hours Type— Groups indicators into categories based on the scheduled hours type assigned in the pay code definition. A category only displays when it contains data. Pay codes with no assigned schedule hours are shown in the Uncategorized section.
    • Work Week— Groups indicators by the total number of hours scheduled for an employee during days that are inside and outside the defined work week. This grouping strategy is used for basic cost and hours indicators, such as Actual Hours and Actual Cost.

      Must be configured with the Employee grouping strategy.
  2. If you selected one of the following Group By options , select a Parameter.
    • Hours Category Set– Select an hours category set.
    • Location Type– Select a location type. Example: Select Department.
  3. Enter a Column Label for the header of the column.

    If you leave the Column Label blank, the Parameter value becomes the label. If the Parameter is blank, the Group By value becomes the label. The result can be column labels that are not unique.

    Several grouping strategies can be columns in the Metrics add-on, but do not create more than three grouping strategies. Otherwise, the metrics can be difficult to read.
  4. To add another grouping strategy, click Insert a New Row . Enter a column label and select the grouping strategy. Select grouping strategies in order of appearance, preferably in a logical order, such as by the business structure.

    To change the order, select the grouping strategy and click the arrow buttons.

    To delete a grouping strategy, click Delete this Row

Indicators to display

  1. In the Indicators column, select an indicator.
  2. From the All Days column, select one of the following combined values of each indicator for all days during the selected time period:
    • Sum
    • Average
    • Maximum
    • Minimum
    Note: If All Days covers a time period that includes indicator values of N/A, these totals display zero ( 0).
  3. From the Summary column, select one of the following combined indicators in the rows that follow:
    • Sum
    • Average
    • Maximum
    • Minimum
    Note: If Summary covers a time period that includes indicator values of N/A, these totals display zero (0).
  4. To add another indicator, click Insert a New Row.
  5. Click Save & Return

Available indicators by grouping strategy

Not all indicator formulas are available for each grouping strategy.

Indicator

Direct/ Indirect

Employee

Hours Category Set

Job

Job Group

Location Type

Org Job

Pay Code

Sched. Group

Sched. Hours Type

Sched. Type

Work Week

Zone

Cost

Actual Cost

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

Budgeted Cost

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Cost Variance

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Projected Cost

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

Scheduled Cost

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

Cost per Volume

Actual Cost/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Budgeted Cost/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Scheduled Cost/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Cost/Volume Variance

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Coverage

Coverage

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Coverage Effectiveness

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Coverage Ratio to Time Span

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Coverage Service Level

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Coverage Variance

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Coverage Variance Ratio to Time Span

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Overcoverage

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Overcoverage Ratio to Time Span

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Schedule Rating (Daily) (%)

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

Schedule Rating (15 -minute) (%)

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

System Adjusted Coverage Effectiveness

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

System Adjusted Coverage Service Level

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

System Overcoverage

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

System Undercoverage

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

Undercoverage

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Undercoverage Ratio to Time Span

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Employees

Employees Count

n/a

yes

n/a

yes

yes

n/a

yes

n/a

yes

n/a

n/a

n/a

n/a

Primary Job Headcount

n/a

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

Hours

Actual Hours

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

Hours Variance

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Projected Hours

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

Labor Forecast Hours

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

Earned Hours

n/a

n/a

n/a

yes

yes

yes

n/a

n/a

n/a

n/a

Scheduled Hours

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

Hourly Cost

Actual Hourly Cost

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

Budgeted Hourly Cost

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Budgeted/Scheduled Hourly Cost

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Scheduled Hourly Cost

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

Hours/Volume

Actual Hours/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Budgeted Hours/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Hours/Volume Variance

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

HV Actual Hours

yes

n/a

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

HV Actual Hours/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

HV Scheduled Hours

yes

n/a

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

yes

HV Scheduled Hours/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

HV Hours Variance

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

HV Hours/Volume Variance

n/a

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Scheduled Hours/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Target Hours/Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Open Shift

Open and Assigned Shifts Coverage

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Open Shifts Cost (Currency)

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

Open Shifts Cost (Duration)

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

Open Shifts Count

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Open Shifts Coverage

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Unassigned Service Level

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Sales and Productivity

Actual Sales

n/a

n/a

n/a

n/a

Yes

n/a

n/a

n/a

n/a

Actual Productivity

n/a

n/a

n/a

n/a

Yes

n/a

n/a

n/a

n/a

Employee Sales Goals

Yes

n/a

n/a

n/a

Yes

n/a

n/a

n/a

n/a

Job Sales Goals

n/a

n/a

Yes

Yes

Yes

Yes

n/a

n/a

n/a

Forecasted Sales

n/a

n/a

n/a

n/a

Yes

n/a

n/a

n/a

n/a

Forecasted Productivity

n/a

n/a

n/a

n/a

Yes

n/a

n/a

n/a

n/a

Actual Sales vs. Forecasted Sales

n/a

n/a

n/a

n/a

Yes

n/a

n/a

n/a

n/a

Volume

Actual Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Budget Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Plan Volume

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Volume Variance

yes

n/a

n/a

n/a

n/a

yes

n/a

n/a

n/a

n/a

n/a

n/a

yes

Forecast Budget and Adjustment Driver

Forecast Volume Budget

n/a

n/a

n/a

n/a

Yes

n/a

n/a

n/a

n/a

Forecast Labor Budget Hours

n/a

n/a

Yes

Yes

Yes

Yes

n/a

n/a

n/a

Forecast Adjustment Drivers

n/a

n/a

n/a

n/a

Yes

n/a

n/a

n/a

n/a

Workload or Labor Volume

Budgeted Cost

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Budget Workload

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Budget Workload Ratio to Time Span

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Plan Workload or Labor Volume

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

Plan Workload or Labor Volume Ratio to Time Span

yes

n/a

yes

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

yes

System Adjusted Workload

n/a

n/a

n/a

yes

yes

yes

yes

n/a

n/a

n/a

n/a

n/a

n/a

Notes:

  • n/a = not applicable
  • HV = Hours/Volume