Activity Code Indicators

The Indicators tab contains the settings which determine how a process is to work for the selected record.

Indicators have a default setting, which is the setting for all the records in the related screen unless this value is manually updated for a specific record. Default values are set up on the Configuration section>System card>Indicators screen.

The indicator settings of multiple records can be updated at the same time by using the Replace feature. For more information, see the Help section>Record Management>Replacing Record Values.

Activity Code Indicator ActiveRoster Standard 1 identifies the activity codes to be included in the ActiveRoster monitoring.

Note: This indicator is found in the Configuration section>Scheduling card>Activity Codes screen>Indicators tab>ActiveRoster card.

Activity Code Indicator SS Solution Standard 2 is used to determine which activity codes accumulate toward coverage totals. Only activity codes with this value set to Y can be used for creating Request to Work options.

Note: This indicator is found in the Configuration section>Scheduling card>Activity Codes card>Indicators tab>Staffing and Scheduling card.

Activity Code Indicator SS Solution Standard 3 is used to determine whether hours assigned to employees through this activity code should accumulate toward their Scheduled Hours totals. Scheduled hours totals are informational only, and are not validated during the scheduling process. (In contrast, overtime and approved hours totals are validated using the SchedHours rule.)

This indicator is found on the Configuration section>Scheduling card>Activity Codes screen>Indicator tab>Category - Staffing and Scheduling card.

Activity Code Indicator SS Solution Standard 6 determines whether the user must enter an activity length when entering a zero-length activity code into the schedule grid.

When this value is set to Y, the user receives a prompt to enter the length of the activity. The user can also specify a start time for the activity, so that this information can be tracked by the system.

Activity Code Indicator Sched Incentive Standard 1 determines whether a specific activity code can be used when creating a schedule incentive.

Note: This indicator is found in the Configuration section>Scheduling card>Activity Code screen>Indicators tab>Schedule Incentive Management category card.

Activity Code Indicator Schedule Standard 1 determines whether an activity code is productive or non-productive.

Note: This indicator is found in the Configuration section>Scheduling card>Activity Codes screen>Indicators tab>Schedule Process card.

Activity Code Indicator Schedule Standard 2 determines which shift an activity code should count toward, if any. Each activity code can either count toward the Day shift, the Evening shift, the Night shift, or none of the shifts.

This information is used with the Shift Equity rule, which regulates the number of activities that should be scheduled for each shift within a pay period.

Note: This indicator can be found in the Configuration section>Scheduling card>Activity Codes screen>Indicators tab>Schedule Process card.

Activity Code Indicator Schedule Standard 3 determines whether a specific activity code can be used by the system when populating need-based schedules.

This streamlines the schedule population process, since the system does not need to consider each and every activity code when building the schedule. Other activity codes that should NOT be included are codes that are always manually assigned (such as meetings), codes that are only used for core schedules, non-productive activities (such as OFF or PTO), codes for seldom-used activities (such as a 4-hour shift), etc.

Note: If activity codes are set up under a Profile record, those are the only activities that can be scheduled for that profile. Be sure some of these activity codes are set to Y to allow automatic population.

The default for this indicator is set to N, so only those indicators that should be used for automatic scheduling need to be updated. Multiple activity codes can be updated at the same time by using the

Replace feature.

Authorized users can use the Replace feature to update multiple selected records at the same time with the same field information or the same indicator and/or parameter values. Note: Not all screens have the Replace feature available.

Using the Search page selection criteria, search for all the records to be updated. Multiple searches can be conducted to build a results list.
To select one or more record, click on the box to the left of each record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
Click on the Replace button in the left pane.
A screen is displayed with all replaceable fields showing as read only.
Check the box to the left of a field to be updated. The field is then enabled.
Enter the new information in the field.
Update any additional fields in all tabs.
Values in the Indicator and Parameter tabs can also be updated by entering values in each field.
To reset all the values back to the previously saved ones, click on the Reset button. Note: Once the records have been saved, the values cannot be reset to the previous values. They would have to be re-entered as updated values, following steps 1-10.
Click on the Save button to save the changes.
All selected records are now updated, with the new information replacing the old information in the selected fields.
Note: For more information, see Replacing Record Values under the Help section>Record Management.

Note: This indicator can be found in the Configuration section>Scheduling card>Activity Codes screen>Schedule Process card.

Activity Code Indicator Schedule Standard 4 is used to determine whether hours assigned to employees through this activity code should accumulate toward their Weekly Overtime Hours totals. Overtime hours totals can be validated during the scheduling process, using the SchedHours rule.

This indicator is found on the Configuration section>Scheduling card>Activity Codes screen>Indicator tab>Category - Schedule Process card.

Note: The default for this indicator is set to N, unless it is updated via the Configuration section>System card>Indicators screen. Open the record and then click on the Value button in the left pane. Click the card arrow to open the record. Set the Default field to Yes to set the default value. This will override the current default value.

Activity Code Indicator Schedule Standard 5 is used to determine whether hours assigned to employees through this activity code should accumulate toward their Approved Hours totals. Approved hours totals can be validated during the scheduling process, using the SchedHours rule.

This indicator is found on the Configuration section>Scheduling card>Activity Codes screen>Indicator tab>Category - Schedule Process card.

Note: The default for this indicator is set to Y, unless it is updated via the Configuration section>System card>Indicators screen. To change the indicator, open the record (see screen print below for search criteria) and then click on the Values button in the left pane. Click the card arrow to open the record. Set the Default field to No; this will override the current default value.

Activity Code Indicator Schedule Standard 7 is used to determine which activity codes can be used for schedule options for the Request to Work feature. This indicator is found in the Configuration section>Scheduling card>Activity Codes card>Indicators tab>Schedule Process card.

Note: Activity Codes can also be activated for requests to work in the Configuration section>Labor Distributions card>Profiles screen>Activities section by setting the Request to Work field to Yes.

Activity Code Indicator Self Scheduling Standard 1 determines if activity codes are available to employees when using the self scheduling feature. Only those activity codes with the setting of Y are included in the drop down menu of available activity codes. This indicator is found in the Configuration section>Scheduling card>Activity Code screen>Indicators tab>Self Scheduling card.

N	This activity code is included in ActiveRoster monitoring and is considered Non-Productive. Employees assigned this activity code appear in the Non-Worked grid.
P	This activity code is included in ActiveRoster monitoring and is considered Productive. Employees assigned this activity code appear in the Worked grid.
W	This activity code is included in ActiveRoster monitoring and is considered Non-Productive Worked. Employees assigned this activity code appear in the Worked grid.
Z	This activity code is NOT included in ActiveRoster monitoring. Employees assigned this activity code are NOT displayed in the ActiveRoster grids.

N	Activity does NOT count toward coverage totals	Schedules for this activity code are NOT included in the results list.
Y	Activity DOES count toward coverage totals	Schedules for this activity code ARE included in the results list, if the activity code is also authorized by Activity Code Indicator SS Solution Standard 7 or by being included in the Profile Activities.

D	The activity code is applied to the employee Day shifts.
E	The activity code is applied to the employee Evening shifts.
N	The activity code is applied to the employee Night shifts.
O	The activity code does not count toward Shift Equity totals.

N	Activity is not available to employees for self scheduling.	The activity code is NOT included as an option in the drop down menu.
Y	Activity is available to employees for self scheduling.	The activity code is included in the drop down menu when self scheduling. Note: When activity codes are specified for a Profile, only those activity codes also included in the list of activity codes are displayed.

Y	Yes, hours assigned with this activity code should accumulate towards Scheduled Hours totals.
N	No, hours assigned with this activity code should NOT accumulate toward Scheduled Hours totals.

N	When entering this activity code, an hour value is NOT required.
Y	When entering this activity code, an hour value IS required.

N	This activity code is non-productive.
P	This activity code is productive.

N	This activity code can not be used when automatically populating a schedule.
Y	This activity code can be used when automatically populating a schedule.