Indicators

Select and configure the indicators in a Metrics Measures and tracks workforce performance by comparing planned with actual workload or coverage, or by showing variances at any organizational level. definition.

Note: Creating too many indicators for the Metrics add-on can make the display difficult to read and can adversely affect performance.

  1. Select Administration > Application Setup > Scheduler Setup > Metrics Setup > Indicators.
  2. Click New or select an indicator and click Edit or Duplicate.
  3. If necessary, you can select an indicator and click Delete. You cannot delete an indicator that is being used. Click Delete.
  4. Enter a Name and (Optional) Enter a Description.
  5. Select one Formula. For information on different formulas, see Indicator formulas.
  6. In the Decimals field, enter the number of decimal places of indicators based on decimal numbers, percentages, or currency. Maximum = 9 places.

    7. Note: The Decimals setting defines the number of decimal places for each indicator. The default number of decimal places for existing indicators can change; check for each indicator.

    Instead of the decimal format, you can use the hourly format specified by the Display Profile 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. setting by enabling the "Ability to Display Hours Variance metrics in Decimal or Minutes format” feature switch. If this feature switch is enabled, values for these indicators are displayed in hourly, and not metric, formats:

  7. In the Threshold section, define one threshold for the daily values and daily summary totals of an indicator. Threshold has no effect on the All Days column. A threshold can be a constant number or the result of another indicator.
    • Select Apply Threshold.
    • Define the type of threshold. Select one of the following:
    • Value — Enter the threshold as a constant number. The threshold cannot be longer than 20 characters including decimal places. Example: If Decimals = 3, the maximum number of available characters is 16 (20 characters – 3 decimal places – 1 decimal point = 16 remaining characters). The value is truncated at 9 decimal places.
    • Indicator — Defines the threshold as the result of another indicator. This type of threshold compares indicators. Select the indicator that defines this threshold.
    • Examples
    • Compare Scheduled Hours to Budgeted Hours for a group. Color codes can indicate when you exceed, meet, or are under the budget.
    • Compare Actual Hours to Scheduled Hours. Define an indicator for Scheduled Hours. Then, define an indicator for Actual Hours with a threshold based on Scheduled Hours. Select colors that highlight when the indicator is less than, equal to, and greater than the threshold.
      • If you also define Decimals, the number of decimal places applies to this threshold.
      • Metrics definitions that include an indicator with a threshold that is based on the result of another indicator do not need the threshold indicator in the definition.
      • To define colors that show how an indicator value relates to the threshold, click Less Than Color, Equal Color, or Greater Than Color. Select a color. Click OK.
  8. In the Options section:
    • For Forecasting indicators, select the Volume Driver from the drop-down list that should be used for the indicator. You can also select an adjustment driver to associate with the indicator.
    • For Budget indicators, select Use Imported Labor Budget if you want imported budget data to be used for the Budgeted Workload Specifies a number of employees needed for a certain job at a certain location over a certain span of time. (Duration) and Budgeted Cost values in the indicator formulas.

      • Note: For information about how to create a file with labor budget hours and labor budget cost data, and then import the file into the database, contact your Solution Consultant or see the documentation on the Developer Portal under API/Forecasting/Labor Budget/Import Labor Budget.

    • Note: The Workload Planner Tracks and edits staffing plans that define the number of workers that are needed for each shift or schedule zone and job. does not display the data in the imported file.

      • When this option is selected, the imported labor budget hours is the value used for the Budgeted Workload (Duration) formula and the imported labor budget cost is the value used for the Budgeted Cost formula. The following formulas consume these values in their calculations:

      • Budgeted Cost/Volume
      • Budgeted Hourly Cost
      • Budgeted Hours/Volume
      • Budgeted Scheduled Hourly Cost
      • Budget Workload Ratio to Time Span (Headcount)
      • Cost Variance
      • Cost Volume/Variance
      • Hours Variance
      • HV Hours Variance
      • Hours/Volume Variance
      • HV Hours/Volume Variance

      The indicator values shown on the Metrics tab are the values calculated using the imported budget data.

      If the Use Imported Labor Budget option is not selected, the indicator formulas are calculated using the values from the Workload Planner.

  9. Click Save & Return.
  10. Click Refresh.