Glossary

Accrual Policy: Defines how and when balances for accrual codes are credited and debited.
Accrual Pool: A type of accrual code used as an emergency fund that employees can donate time to and can be drawn upon by employees in need.
Ad Hoc Shift: A shift that does not inherit schedule group edits or employment terms edits.
Anchor Segment: Defines the types of shift segment that anchor a half day.
API-based Integration: Initiates and delivers the payload by API calls from an application to Integration Hub, but not by way of the user interface.
Approval Sequence: Requests can be configured to require approval by a series of people. Example: A time-off request goes first to the manager, then to human resources, and finally to another supervisor. Each must approve the request.
Attendance Action: Responses to employee occurrences, positive or negative.
Attestation: The act of confirming or attesting that something is true. For example, when punching out, users may need to attest that they took their meal breaks.
Availability Change Request: Employee can submit a request to change work availability and specify when he or she is available or unavailable to work for one or multiple days.
Business Process: An organized flow of activities or tasks that achieves a business goal. An automated business process minimizes the amount of paperwork and manual tasks to complete that process by way of automatic actions, online forms, and automatically generated messages.
Business Structure: Represents the logical structure of an organization as it concerns staffing. It contains the locations and jobs to which an employee may be assigned.
Camel Case: A format to write compound words or phrases without spaces so that each word or abbreviation starts with a capital letter. Upper camel case starts with a capital letter; example, DisqualifyTerminated. Alternatively, camel case can start with a lowercase letter; example, disqualifyTerminated.
Combined Events: Combined events are multiple attendance events. Combined events let you manage related events as one event.
Dataview: A configurable tool for analyzing data and taking actions on a group of employees or an organization.
Day Divide: Time that defines when one day ends and a new day begins. The day divide is defined in a pay rule. If a shift crosses the day divide, the pay rule defines how the hours are allocated: to the day before, the day after, or to the day on which the worked hour occurred.
Day Type Equivalence Value: Adjusts accrual balances according to the day type of absences: one absence day equals n accrual days.
Day Type Rule Set: Groups day type rules that have the same impact on accruals.
Day Type Rule: Identifies the type of day so that the system filters days and processes accruals correctly.
Discipline Level: Transfer an employee from one attendance policy to another discipline level following occurrences of attendance events. Discipline levels are also referred to as steps.
Document Template: A type of form that is completed programmatically or manually by appropriate personnel. The template becomes a repository of relevant employee data and associated files that appear in a consistent view and that aligns with the processing workflow.
Duration Format: The colon divides hours and minutes. Examples: For 40 minutes, enter 0:40. For 8 hours and 15 minutes, enter 8:15. Minutes need not be entered. For 3 hours, enter 3.
Employee Rule Set: Groups of restrictions and requirements that apply to jobs, hours, shifts, overtime, days, and certifications for employees.
Employee Visibility Period: Defines both the period when employees can submit requests (submission period) and the period when those request can be applied (request period).
Employment Terms: Legal contracts between employer and employee. When scheduled to work hours differ from the hours in their contract, the pay rules of the employees determine the impact on pay.
Flanking Day: The day before and after a span of time, such as a pay period.
Forecast Factor: Forecast factors are the basic elements of the volume and labor forecasts. You can arrange these elements in a variety of ways depending on your needs and interests
Gantt View: A type of bar chart that shows a schedule in a calendar view with employees, groups, and jobs; summary totals; and a vertical "today" line.
Glance: (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item.
Grace: Graces determine when shift start and end times round to the previous increment and when they round to the next increment.
Guided Recommendations: Recommends to managers whether to approve or reject requests. The recommendations are based on coverage and accruals balances.
Half Day Paycode Edit Boundary: Defines the symbolic source, start, and duration of paycode edits for half-day time-off requests.
Half Day Rule: Links half-day shift and paycode edit boundary definitions, half-day paycode edit definitions, and shift templates for half-day time-off requests.
Half Day Shift boundary: Tells the system how to separate a shift into two parts: the first half and the second half. The parts can be any fraction of the shift length, not only exact halves. The system uses the segment type and position to define the anchor shift segment.
Healthcare Productivity: Healthcare Productivity allows managers to analyze payroll, volume, and daily labor data so that they can make informed budget and schedule decisions based on metrics for the actual volume, the core scheduling plan, and staffing decisions. Previously, Healthcare Productivity (HCP) was called Healthcare Analytics (HCA).
Historical Correction: Edits that occur after timecards are approved and signed-off.
Historical Edit: A change made to an employee’s time record, in a signed-off time period, that impacts their totals.
Home Page: The page that is presented to the user upon login, which contains the tiles that let the user access or navigate to common tasks.
Hourly Timecard: The type of timecard used by employees who punch in and out several times each day.
Hyperfind: A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).
Integration Hub: Integration Hub exchanges and maps data between applications in a cloud-computing environment.
Integration Set: A sequence of integrations that can be run on-demand or be scheduled.
Jours de Fractionnement: In France, additional accrual days are granted to employees who are prevented from taking leave over a contiguous span of days.
Key Performance Indicator: (KPI) Measures the result of an activity in an organization so that you can compare it to operational or strategic goals and attempt to improve performance.
KPI: Key Performance Indicator measures the result of an activity in an organization so that you can compare it to operational or strategic goals and attempt to improve performance.
Metrics Grouping Strategy: Group Metrics indicators to quickly show variances between planned, scheduled, and actual staffing. A grouping strategy can nest indicators by Employee, Hours category set, Job, Job group, Location type, Organizational job, Pay code, Schedule group, Skill & certification profile, Weight level, or Zone set.
Metrics Indicator: Compare planned with actual workload, labor volume, coverage, volume, hours, hours/volume, and cost at any organizational level.
Metrics: Measures and tracks workforce performance by comparing planned with actual workload or coverage, or by showing variances at any organizational level.
Midnight Divide: The time when one day ends and another begins. When a shift starts on one day and ends on the next day, the system enters a purple punch to end the first day and another purple punch to start the new day.
Minor Rule: Legally binding scheduling rules and penalties that regulate minor employees, who are typically aged 14 to 18.
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Open Shift Period: Defines the dates of the open shifts that employees can request to work.
Open Shift Visibility Period: Defines the schedule time period when employees can see open shifts.
Open Shift: A shift that is scheduled for a job, but no employee is assigned to work it.
Organizational Rule Set: Organization-level restrictions and requirements that apply to pay codes, skills, and certifications; and are associated with locations or organizational jobs.
Pattern Template: A repeating pattern of shifts and paycodes that is saved with a name, but without dates or assigned employees.
Pay Change Type: Configurable categories used in HCM that define how budget funds should be allocated, for example, a specific amount may be allocated to merit increases and a different amount may be allocated for bonuses.
Paycode Transfer: Paycode instance defined with a different business structure, payer cost center, or labor category, that is not the employee's primary one
Paycode Values Profile: (PCVP) Assigns different paycode behaviors to different groups of employees.
Paycode: A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick.
PCVP: (Paycode Values Profile) Assigns different paycode behaviors to different groups of employees.
Perfect Attendance: A collection of attendance events, attendance patterns, or combined events that disqualify an employee from attaining perfect attendance.
Phantom Punch: A punch, displayed in purple, entered by the system. For example, when a punch spans the midnight divide, a purple punch ends the first day and starts the next day at 12:00.
Preferred Available: Employee prefers to work during this time.
Preferred Unavailable: Employee prefers to be unavailable during this time, in other words, the employee prefers not to work during this time.
Priority Scheduling Engine: (PSE) assigns open shifts to employees according to sorting and matching rules.
Procedure Set: Sorts employees, matches employees to an open shift, and assigns employees with the best match.
Process Template: A file that automates and directs the flow of a business process. It contains the tasks, people, and rules that define the process.
Proficiency Level: Rank employees by their level of proficiency in a skill or certification, or define the level of proficiency that is needed to perform a job.
Project Timecard: The type of timecard used by employees who charge time to projects instead of precise in and out times.
PSE: (Priority Scheduling Engine) assigns open shifts to employees according to sorting and matching rules.
Punch: The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer.
Quick Actions: A tool that allows simple schedule edits to be made more easily, particularly when the same action must be taken on several items
Request Period: Defines a time span during which shifts can be changed by an approved request.
Request Subtype Transition: Suspends a request between state transitions, such as pending and approved, while a business process completes a task. Example: Pause a process until a manager completes and submits a form.
Request Subtype: Classifications of schedule requests from employees.
Round: Rounding is a way to simplify payroll accounting and reporting, and to enforce shift start and end times. Punch rounds divide hours into equal segments of an hour.
Schedule Generator: Creates or assigns shifts based on the workload, shift templates or profiles, employee and organizational rules, and engine settings.
Schedule Group: Assembles employees who share schedules or any other work characteristics.
Schedule Pattern: Defines a repeating pattern of shifts, paycodes, and availability that is assigned to one or more employees for a specific time span.
Schedule Period: A repeating span of days in the schedule that is defined for administrative purposes, such as pay periods.
Schedule Rule: Defines restrictions and requirements to ensure that a schedule meets certain criteria.
Schedule Tag: A graphic on the schedule that identifies a specific characteristic that applies to a specific employee on a specific day. Not a shift or a pay code. Example: On call.
Schedule Zone: A span of time that repeats on a 24-hour cycle, used to measure coverage. Examples include Day, Evening, and Night zones.
SDM: Setup Data Manager moves and manages configuration data across software and hardware environments.
Segment Tag: A graphic applied to a shift segment to indicate that the shift segment has a specific pre-defined characteristic. Example: "Trainee"
Setup Data Manager: (SDM) Moves and manages configuration data across software and hardware environments.
Shift Label: Replaces start and end times in the schedule with a compact, easier-to-read label. Example: Shift times are 4PM-12:30AM, and the shift label is Evening.
Shift Segment: Parts of shifts that are assigned to a job in the business structure, either primary or transfer jobs.
Shift Set: Contains a collection of shifts used to define workload (staffing) requirements for locations. Example: An organization has shifts that the majority of employees work: 7 AM-3 PM and 3 PM-11 PM.
Shift Template: A shift that has a name and defined segments and attributes, but no date or assigned employee.
Shift Transfer: Shift defined with a different job, work rule, payer cost center, or labor category, that is not the employee's primary one
Special Characters: Special characters are characters that are neither alphabetic nor numeric. These characters may not be allowed in text because they have programmatic uses. Other terms for special characters include reserved characters, restricted characters, forbidden characters, excluded characters, included characters.
Standard Hour: Non-overtime hours that each employee is expected to work.
Submission Period: The time period when an employee is allowed to submit a schedule request.
Swap Request: Employees can exchange their scheduled shift with a shift scheduled for another qualified employee.
Symbolic Amount: Instead of entering a specific amount for a paycode, a symbolic amount lets users enter a value such as full day, which translates to the number of hours in your shift. Other default symbolic amounts include half day, 1st half day, and 2nd half day.
Symbolic Value: The sum of a symbolic source and at least one duration amount that employees can select when they request time off.
Target Hours: The difference between actual and target hours for employees who work according to employment terms. Example: A contract employee is paid for the target 40 hours a week even if they work fewer or more actual hours.
Tile: A container that provides navigation or action from its summary view.
Time-of-day Format: Use 12-hour or 24- hour format. You can omit the colon or use decimals. Examples: For 5:00 AM, enter 5 or 5a. For 5:15 PM, enter 515p, 1715, or 5.25p.
Time-off Request: Request subtypes that employees use to request time off for vacation, illness or recovery, appointments, personal time, or other absences. Time-off requests can be configured to support many different employment scenarios.
Timecard Exception: A deviation from normal work patterns, for example, when employees do not punch in or out as expected.
Transaction Assistant: Corrects transaction errors in integrations without the need to resubmit entire projects.
Transfer Job: Jobs that an employee can perform but that are not the employee's primary job.
UDM: Universal Device Manager manages the configuration of terminals and communication with the system.
Universal Device Manager: (UDM) Manages the configuration of terminals and communication with the system.
View by Employee: Lists the employees with no grouping.
View by Employment Terms: Displays employees grouped by shared employment terms, which are legal contracts between employer and employee. Employees who do not work according to employment terms are at the top.
View by Group: Displays employees in user-defined groups. Employees who are not in a group are listed first as Ungrouped Employees.
Visibility Period: The time period during which specified open shifts are visible to specified employees.
Wage Paycode: A type of money paycode that converts historical correction hours into a wage amount that goes to payroll.
Work Unit: Work units (WU) define departments, work groups, and combine business structure nodes or jobs into single entities for productivity analysis. All Healthcare Productivity reports require work units.
Workflow Notification: Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Example: Approve a time-off request.
Workload Generator: Populates the Workload Planner based on the number of staff who are budgeted by volume.
Workload Planner: Tracks and edits staffing plans that define the number of workers that are needed for each shift or schedule zone and job.
Workload Shift Set: A collection of shift types that together comprehensively define workload (staffing) requirements for locations.
Workload: Specifies a number of employees needed for a certain job at a certain location over a certain span of time.
Zone Set: Contains non-overlapping schedule zones that together comprise a full day based on hours of operation for a location.
Wall Schedule: A schedule that is printed and then posted publicly (for example, on the bulletin board in a common area) for all to see.