Work Unit Custom Healthcare Productivity Reports

With 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)., you can build and deploy the following custom productivity reports:

Before you start, make sure that your access to the reports is configured; see Administer Access to Healthcare Productivity Reports.

Configure the work unit RDO

Configure the report data object (RDO) for the work unit reports as follows:

  1. Select Main Menu  > Administration > Application Setup > Common Setup > Report Data Object Management.
  2. Click Tap Add .
  3. Select one of the following RDOs:

    Note: For detailed instructions and information about the other types of RDO, see the Report Data Object Management topic.

    • Work Unit View
    • Work Unit — Time Series
  4. Enter the Report Data Object Key which is the unique identifier for the RDO. This key will be hidden, and you cannot change the name after you save it.
  5. Enter a Description of the RDO.

    Note: This description is shown in the list of RDOs and should be informative and clearly describe the purpose.

    Examples:

    • Daily Amounts Productivity
    • Raw Payroll
    • Pay Period Productivity
    • Daily Volume
    • Pay Period Volume
  6. In Type, select Custom Read Only to make the report read-only and not editable.
  7. According to the RDO, select the Work Unit RDO Type:

    Work Unit View

    • Daily Productivity (default)
    • Pay Period Productivity
    • Payroll
    • Volume

    Work Unit — Time Series

    • Daily Productivity (default)
    • Pay Period Productivity
    • Volume
  8. According to the Work Unit RDO Type, select the Rollup Type:
    • For Daily Productivity: Work Unit is the only type; you cannot select another type.
    • For Pay Period Productivity: Select Employee, Job, or Work Group.
    • For Payroll: Select Work Group.
    • For Volume: (Required) Select Procedure Code.
    • For Volume Time Series: Select Post Date.
  9. According to the RDO, select the Time Increment:
    • For Daily Productivity: Select Date, Day of Week, or Day of Week + Date.
    • For Pay Period Productivity: Select Date (pay-period end date) or Date Range (from pay-period start date to end date).
    • For Volume: Select Day. You can change the label to Service Date.
  10. Select the Time Increment Format.
    1. For Daily Productivity: Select Day (default), Week, Month, or Quarter.
    2. For Pay Period: Select Pay Period End Date. The format is MM/DD/YYYY.
    3. For Service Date: Select Date, Day of Week, or Day of Week + Date.
  11. For Column Relationship Rules, select Enabled.

    Note: Does not apply to work-unit type RDOs.

  12. Select the Columns:

    Caution: Some columns appear in the table by default. Select at least one metric of the same entity, otherwise an error will occur.

    1. Click Tap Add .
    2. Select a column.

      To change the sort order of the table, click tap a heading.

      To filter the table, enter the name of an item in the field below the header.

    3. Enter a Label.
    4. Select an Assignment if needed for the target or if derived from the metrics Measures and tracks workforce performance by comparing planned with actual workload or coverage, or by showing variances at any organizational level. of the target:

      Default

      Alternate

    5. Click Tap Add Column.
    6. Repeat for another column.
  13. Click Tap Save.

Save the report design

  1. From the report, click tap the right-arrow button Right-arrow button.
  2. In Save As, do the following:
    1. Select a location to save the report.
    2. Enter a File Name.
    3. In File Type, select Report Design (*.rptdesign).
    4. Click Tap OK.
  3. In Parameters, do the following:
    1. Enter a Date Range Selector.
    2. Enter a Work Unit Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria)..
    3. Enter a Work Unit Picker.
    4. Enter reportMetadata.
    5. Select a Daily Productive Hours Target-Update.
    6. Click Tap OK.

Publish the report

Note:
  1. Open Report Studio: Select Main Menu  > Administration > Application Setup > Common SetupUnpublished Reports.
  2. Click Tap Publish .
  3. In Create Published Report, do the following
    1. Enter the Report Name.
    2. (Optional) Enter a Description.
    3. (Optional) Enter a Label to display in the list of published reports.
    4. In Output Format, select one of the following:

      Caution: The CSV (comma-separated values) output is not suited for Healthcare Productivity reports because of the complex structure of the reports.

      Note: Healthcare Productivity reports support only PDF, Excel, and Interactive formats; other formats are not supported.

    5. In Currency Displayed As, select one of the following:

      Logged-in User (default): The logged-in user's preferred currency.

      Employee Assigned: The Employee's assigned currency.

  4. Click Tap Save.

    Note: By default, when you publish a report, it can be accessed by the All Reports data access profile.

Run and view the reports

Note: To schedule reports, see the Schedule and Manage Report Jobs topic.

  1. Select Main Menu  > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. & Reports > Report Library.
  2. From the Report Library, click tap Run Report .
  3. In the Select Report panel, select Healthcare Productivity and the published custom report.
  4. Click Tap Select.
  5. Select the applicable report parameters:
    • Note: The maximum date range is 366 days.

      Date Range: By default, the Start Date and End Date are set to yesterday's date (today —1). The format is defined by the locale settings.

      • These dates change daily. So, the Start Date and End Dates are always the day before the day of the report run.

        Examples:

        You manually run a report on Tuesday, November 3; the Start and End Dates are Monday, November 2.

        A scheduled report runs on Tuesday, November 10; the Start and End Dates are Monday, November 9.

        A recurring scheduled report runs every Tuesday; the Start and End Dates are the Monday before each run.

      • You can select a different Start Date and End Date for this run of the report.

        Caution: If you change the default Date Range for a recurring scheduled report, those Start and End Dates become fixed for subsequent runs. As a result, the subsequent reports do not show updated data. See the Schedule and Manage Report Jobs topic.

      • In the report output, the Date Range is shown as the Time Period.
    • Work Unit Hyperfind: Select one of the following hyperfind queries that contains the appropriate work unit:

      Caution: If the report will be in Excel format, make sure that the report contains no more than 90 work units because spreadsheets cannot contain more worksheets (tabs), and each work unit occupies one worksheet.

      • All My Department Work Units: Show all Department-type work units in the organizational sets that you can access in the business structure.

        Example: If you can access 100 departments, and each department has a corresponding work unit, this hyperfind returns 100 department-type work units.

      • All My Work Units: Show all work units, regardless of location type, in the organizational sets that you can access in the business structure.

        Caution: This hyperfind returns work units of different types that are excluded from reports; the Healthcare Productivity reports show department types only.

        Example: If you can access 2 out of 5 facilities, this hyperfind returns only those 2 facility work units plus all department and work group work units that are in those facilities.

      • Work unit hyperfinds: Select one of the custom hyperfinds.
      • Single Work Unit: Select one work unit.
    • Work Unit: (Available only if you select Single Work Unit in Work Unit Hyperfind) Select the work unit. The list shows only work units that you can access.

  6. In Output Format, select one of the following:

    Caution: The CSV (comma-separated values) output is not suited for Healthcare Productivity reports because of the complex structure of the reports.

    Note: Healthcare Productivity reports support only PDF, Excel, and Interactive formats; other formats are not supported.

  7. Click Tap Run Report.

    Status indicators

    •  In-Progress: The report is running.
    •  Completed: The report ran successfully without errors.
    •  Failed: The report has errors; check the Run Summary for details. Correct the error and run the report again.
  8. Select the report and click tap the right arrow .

    1. Click Tap View Report.
    2. To modify interactive reports, see the Organize and modify data with interactive viewer topic.
  9. If the report has multiple pages, click tap the arrows or enter the page number Change Page to change pages.
  10. Select Menu  and one of the following:
    • Enable Interactivity: Select to sort, filter, group, or analyze the data in the table. See the Organize and modify data with interactive viewer topic.
    • Parameters
    • Report output: In Table of Contents: Select to filter the report by one of the following Types:

      Work Unit Detail: Show the procedures (code and description for each work unit) that contribute to workload Specifies a number of employees needed for a certain job at a certain location over a certain span of time. volume. For each procedure, the report includes the weighting for the procedure, the actual volume, and the adjusted volume (unit of service) for the work unit.

      Pay Period Year to Date (Fiscal) = All completed pay periods from the start of the fiscal year and including the reference date.

      Note: Although you can run the Workload Volume and Weights report for specific days or for an entire pay period, year-to-date data is correct only if the End Date that you select is the end date of a pay period.

    • Export Content
    • Export Data
    • Print

Report metrics

At the top of the report

  • Time Period — The time period of the report. The format is defined by the locale settings.
  • Reference Date — The report includes data for the pay period that contains this reference date.

  • Work Unit — The work units that are being reported.

  • Current as of — The date when the system data was updated; the data is current on this date.

  • Executed on — The date and time when the report ran.

  • Printed for — The user name — LastName, FirstName — of the person who ran the report.

In the report

You can customize the displayed metrics in these reports.

Example work-unit custom reports and metrics:

  • Daily Productivity
    • RDO = Work Unit View.
    • Description = Daily Amounts Productivity.
    • Work Unit RDO Type = Daily Productivity.
    • Roll Up Type = Work Unit.
    • Time increment = Date Range so you can select a single day or a range of days when you run the report.
    • Time increment format = Day of Week + Date.
    • Columns:

      Work Unit

      Service Line

      Unit of Service

      Daily Productive Hours

      Daily Non-Productive Hours

      Default Daily Variable 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. (Productive, Paid)

      Alternate Daily Variable Target Hours (Productive, Paid)

      Daily Fixed Target Hours (Productive, Paid)

      Total Target Hours

      Variance

      Volume Qty

      FTEs

      Agency

      Productivity Index

    • The report can show target metrics that are derived from default and alternate values as follows:

      Display of default and alternate target metrics in side-by-side columns requires a formatted custom report. To request such a custom report, you must submit a Salesforce Service Request to UKG.

      To show the default and alternate target metrics in two separate columns in the same report, select a separate RDO for default and alternate targets when you publish your report design.

      Note:

      Make sure to name the reports and columns clearly to distinguish between default and alternate targets.

      By default, the person who runs the report can select default and alternate targets and override the report design. To prevent potential confusion if this happens, select False for Mandatory and Display when you edit the parameters.

  • Pay Period Productivity
    • RDO = Work Unit View.
    • Description = Pay Period Productivity.
    • Work Unit RDO Type = Pay Period Productivity.
    • Roll Up Type = Work Unit, Work Group, or Employee.
    • Time increment = Pay Period, Last 6 Pay Periods, or Pay Period Year to Date Fiscal.
    • Time increment format = Pay Period End Date.
    • Columns:

      Work Unit

      Pay Period

      Service Line

      Unit of Service

      Pay Period Productive Hours

      Pay Period Non-Productive Hours

      Pay Period Variable Target Hours

      Pay Period Fixed Target Hours

      Total Target Hours

      Variance

    • The report can show target metrics that are derived from default and alternate values as follows:

      Display of default and alternate target metrics in side-by-side columns requires a formatted custom report. To request such a custom report, you must submit a Salesforce Service Request to UKG.

      To show the default and alternate target metrics in two separate columns in the same report, select a separate RDO for default and alternate targets when you publish your report design.

      Note:

      Make sure to name the reports and columns clearly to distinguish between default and alternate targets.

      By default, the person who runs the report can select default and alternate targets and override the report design. To prevent potential confusion if this happens, select False for Mandatory and Display when you edit the parameters.

  • Payroll
  • Daily Volume
    • RDO = Work Unit View.
    • Description = Daily Volume.
    • Work Unit RDO Type = Volume.
    • Roll Up Type = Procedure Code.
    • Time increment = Date Range so you can select a single day or a range of days when you run the report.
    • Time increment format = Day, Week, Month, or Quarter.
    • Columns:

      Work Unit

      WU Unit of Service

      Procedure

      Raw Vol Qty

      Weighted Vol Qty

  • Pay Period Volume
    • RDO = Work Unit View.
    • Description = Pay Period Volume.
    • Work Unit RDO Type = Volume.
    • Roll Up Type = Procedure Code.
    • Time increment = Pay Period.
    • Time increment format = Reference Date.
    • Columns:

      Work Unit Name

      WU Unit of Service

      Procedure

      Raw Vol Qty

      Weighted Vol Qty

  • Daily Productivity — Time Series
    • RDO = Work Unit — Time Series.
    • Description = Daily Productivity Time Series.
    • Work Unit RDO Type = Daily Productivity.
    • Roll Up Type = Work Unit.
    • Time increment = Date Range so you can select a single day or a range of days when you run the report.
    • Time increment format = Day of Week + Date.
    • Columns:

      Work Unit

      Pay Period for Work Unit

      Group By

      Service Line

      Unit of Service

      Daily Productive Hours

      Daily Non-Productive Hours

      Default Daily Variable Target Hours

      Daily Fixed Target Hours

      Total Target Hours

      Variance

      Volume Qty

      FTEs

      Agency

      Amounts

      Productivity Index

    • The report can show target metrics that are derived from default and alternate values as follows:

      Display of default and alternate target metrics in side-by-side columns requires a formatted custom report. To request such a custom report, you must submit a Salesforce Service Request to UKG.

      To show the default and alternate target metrics in two separate columns in the same report, select a separate RDO for default and alternate targets when you publish your report design.

      Note:

      Make sure to name the reports and columns clearly to distinguish between default and alternate targets.

      By default, the person who runs the report can select default and alternate targets and override the report design. To prevent potential confusion if this happens, select False for Mandatory and Display when you edit the parameters.

  • Pay Period Productivity — Time Series
    • RDO = Work Unit — Time Series.
    • Description = Pay Period Productivity Time Series.
    • Work Unit RDO Type = Pay Period Productivity.
    • Roll Up Type = Work Unit, Work Group, or Employee.
    • Time increment = Pay Period.
    • Time increment format = Pay Period End Date.
    • Columns:

      Work Unit

      Pay Period

      Service Line

      Unit of Service

      Pay Period Productive Hours

      Pay Period Non-Productive Hours

      Pay Period Variable Target Hours

      Pay Period Fixed Target Hours

      Total Target Hours

      Variance

      Agency

  • Daily Volume — Time Series
    • RDO = Work Unit — Time Series.
    • Description = Daily Volume Time Series.
    • Work Unit RDO Type = Volume.
    • Roll Up Type = Procedure Code.
    • Time increment = Date Range so you can select a single day or a range of days when you run the report.
    • Time increment format = Day, Week, Month, or Quarter.
    • Columns:

      Work Unit

      WU Unit of Service

      Procedure

      Post Date

      Service Date

      Volume Type

      Raw Vol Qty

      Weighted Vol Qty