Configure Metrics
Metrics provide detailed productivity measurements that identify inefficiencies in schedules:
- Indicators compare planned with actual workload, labor volume, coverage, volume, hours, and cost at any organizational level.
- Summaries and Grouping Strategies quickly show variances between planned, scheduled, and actual staffing. For example, grouping can nest indicators by an business structure hierarchy.
To configure Metrics, complete the following tasks:
- Configure indicators
- Configure Hours Categories
- Configure Hours Categories Sets
- Configure metrics grouping strategies
- Configure location profiles for metrics
Note:
To allow access to the Metrics setup, complete the following steps:
- Provide access to Metrics Setup in the user's Function Access Profile. From the Main Menu, go to Administration > Application Setup > Manager - Common Setup > Schedule Configuration > Metrics Setup and set to "Allowed."
- Configure a Schedule Planner to include the Metrics add-on, as described in Configure Schedule Planner.
- Create a Schedule Planner Profile as described in Configure Schedule Planner Profiles.
- Define the schedule period as described in Configure schedule periods.
- Modify the Display Profile as described in Display Profiles. Specifically, you need to:
- Assign the Schedule Planner to a Display Profile
- Select the Manager Selections tab and then select the Schedule Period and Schedule Planner Profile.
- Update People Information. From the Main Menu, go to Access Profiles. Assign the applicable profiles in the Function Access Profile and Display Profile fields. , select a person and click