Recalculate Healthcare Productivity

If changes are made to volume, payroll, or agency configurations, you can process the historical data again to fit the new configuration.

Note:
  • Only one recalculation can run at any point in time.
  • Use the maximum date range of no more than one fiscal year (366 days). For better performance, use a date-range duration of 90 days or less.
  • You can run up to 5 recalculate requests each calendar week. To change this setting, contact UKG.

For a date range

To recalculate metrics for agency workers for a date range longer than a pay period, run the Agency Recalculate integration set A sequence of integrations that can be run on-demand or be scheduled.. You can set the date range to a maximum of 366 days and 5 recalculations a week.

Caution: Healthcare Productivity must be unified on the Tenant Management System (TMS).

  1. If not configured, create the Agency Recalculate integration set as follows:
    1. Select Main Menu  > Administration > Application Setup > Configure Integrations > Integration Sets.
    2. Click Tap Create .  In Sequence Name, enter a unique and clear name for the integration set.

      Examples: Enter Recalculate Agency, Agency Recalculate, or Agency Recalc.

    3. Do not select Abort on Failure.
    4. Select the Agency Export integration from Available and click tap the right arrow.
    5. Select the Agency Import integration from Available and click tap the right arrow.
    6. Click Tap Save.
  2. (Optional) Add the Agency and Agency and Payroll parameters to the Healthcare Productivity integration list parameters; see the Configure Integration List Parameters for Healthcare Productivity topic.
  3. Run the integration set as follows:
    1. Select Main Menu Maintenance > Integrations
    2. Click Tap Run an Integration 
    3. Select the Recalculate integration set and click tap Select.
    4. (Optional) Enter a unique Integration Run Name to make it easier to identify the run of the integration. Otherwise, the default name ends with a date and time stamp.
    5. In Domain, select one of the following:
      • All (default): Recalculate payroll, volume, and agency data. The recalculations run independently and do not interfere with each other.
      • Agency: Recalculate agency data only.
      • Payroll and Agency: Recalculate payroll data only for agency employees.
    6. Select the Start Date and End Date. The date range can be a maximum of 366 days.
    7. Select the following:

      • Run Integration: If this is the first time this integration is being run.
      • Re-Run: If this integration has been run before, and the status is not In-Progress, you can run the integration again without entering the parameter settings again. Click Tap Yes to run the integration with the previous parameter settings, or No to edit the parameters for this run.

      Wait for the confirmation that the integration completed  or failed . Close the panel.

      Click Tap Refresh 

      To see details, select the integration run. Select Run Summary.

    8. When the integration run starts and when it finishes, notifications go to the Control Center and by email.
    9. When the integration runs successfully, the Run Summary shows the execution key for the domain that was recalculated.

      When the recalculate process starts and finishes, notifications go the Control Center and by email.

    10. If the integration run failed , check for errors in the Run Summary.