Standards
The Standards button opens a screen to configure the number of units for each of the Productivity Standard Categories, and indicate which of these standards is the default.
Depending on the authorization level of the user, the following actions may be available:
Adding a Productivity Standard
To add a new Productivity Standard to the current record, click on the Add button. The Standard Category Edit page is displayed to enter a new record.
Note
To create a new Productivity Standard version, first open the the existing Productivity Standard.
Complete the following fields, using the values available in the Field Look Up Values in the right pane.
Deleting a Productivity Standard
To delete one or more Productivity Standard version records from the open record, complete the following steps:
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Check the box on each record to be removed.
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Click on the Delete Selected button in the left pane.
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A message appears verifying the record should be deleted. Click on Yes to continue.
Note
This action removes the selected versions only. It does not delete any additional versions tied to the productivity standard. Reload the screen to refresh the displayed records.
Effective Dating
Effective Dating allows you to change productivity standard information to go into effect on a specific date. The effective dates of these changes can be in the future or the past. Past changes may be restricted in some situations such as when historical data is not available or Pay Groups have been changed.
For example, a change to the Hours/Unit Rate (Units/Hour Rate) field will go into effect at the start of next month. The productivity standard can be configured with the new effective date as soon as it is known. You no longer have to wait until the new effective date to enter this information. Until that new effective date, the existing value is still in effect.
The left pane displays the Timeline for this record. The timeline shown is the version that contains the Search Date (entered on the search parameter screen).
Clicking Add Version creates a new timeline version. You will need to enter an Effective Date for the new version. This date can be in the past or in the future. Click Save Version when finished.
Clicking Delete Version deletes the displayed timeline version.
When adding or deleting versions, the Expiration Date for existing versions will be modified to ensure a continuous timeline.
Clicking Save when editing a timeline version only overwrites the version. It does not create a new version in the timeline.
If available, Indicator and/or Parameter tabs open screens to view settings that determine processing rules specific to the open record.
Note
For more information, see and/or .
The Audits tab opens a screen to view an audit trail on additions, edits, and deletions to the open record.
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Depending on the page displayed, the following fields may be available: |
The following additional section options are available in the left pane: |
Standard Category Code
The Category used by this Productivity Standard. These categories must be previously set up on the Productivity Standard Category configuration screen.
Coverage Period Code
The coverage period these standard values apply to, if applicable. If the standard value is not specific to a coverage period, leave this field blank.
Default
Indicates whether this Standard Category record is the default for the Productivity (Yes/No).
Hours/Unit or Units/Hour Rate
The number of units or hours for the open Standard Category record for this productivity.
Dollars/Unit or Units/Dollar Rate
The budgeted cost per unit or the number of units completed for every dollar spent for the open Standard Category record for this productivity.
Note
This value is used by the Business Analytics solution to calculate budget and target dollar measures.
Is Effective
A check mark will display for Productivity Standards that are currently active, based on today's date. Select the Effective Records Only option to only display effective Productivity Standards.