Work Code: Advanced Field Descriptions

NOTE: Dimensions Integration...
Work codes with the following properties are not passed to a Dimensions schedule... Charge!, Hidden, No Roster Impact; and Formula IDs.

 

Field Name Work Code ‘Properties’ Panel Field Description
Do On Duty Check Evaluates the user’s schedule to determine if this is a working day for the person attempting to use the work code. This option will trigger a static issue to indicate that a person is not working over the target period and prevents users from:
  • Applying a Working type work code that overlaps an on-duty time-period.
  • Applying a Non-Working type work code over already scheduled time-off.

For example, suppose you want to apply a sick time off work code to a Regular Duty work code...

  • If the Sick work code has "Do On Duty Check" property selected, then this application will decide whether or not we need to check if the person is currently working the target period. If the person is not working over the target period, then the static issue "Person is not working over the target period" will appear.

  • If the Regular-Duty code has "Include In Is Working Check" property unselected, then this Regular Duty work code is treated as a non-working code, which means the person is not working over the Regular Duty work code period.

  • If the Sick work code has "Do On Duty Check" property selected, and we try to add this Sick work code over a Regular-Duty work code that has "Include In Is Working Check" unselected, then the application concludes that the person is not working during the Regular Duty period, and displays the Static Issue, 'Person is not working over the target period.'

Note: Also see Include In Is Working Check field description.
Pass Account to Working Applies to non-working codes and when selected the information in the Account field of the work code will append to the account field information of both the working code and organization account field information if present. If unchecked, then the account information is gathered from the account code field of either the work code or one that is defined in the organization structure.
Disable on Probation Prevents people on probation from using this work code
Auto Notify If Appropriate Creates and delivers a working status notification when a person assigns another person a Working type work code. Recommended for Shift Trade Working Type work code(s) - only.

Note:

The notification is delivered upon the recipients next login attempt OR the next time calls are sent to the Outbound queue using Task Manager tasks such as Auto Hire, Auto-Notify and more.
Formula ID Headcount Select to include Roster records using this work code in the Region, Station, or Unit. Select to include the work code in the Position Formula ID totals. Typically you would only count regular and working codes in headcount totals. Applicable Position Formula IDs: HeadcountInRegion, HeadcountInStation, and HeadcountInUnit totals. Rarely used.
 
Roster Headcount

Include this work code in the Roster Headcount view. Applicable for Working type work codes only.

Note:

Prior to application version 6.6 only work codes configured with the ‘Roster headcount’ check box selected in Setup > Codes > Work Codes... are returned in Multi-Day Schedule Totals and Headcounts. As of v6.6 the Roster Headcount logic for the Multi-Day specifically was moved to Setup > Organization > Institution.

Note:

The Roster Headcount work code property applies towards headcount totals on the Roster headcount matrix.
Include in Invoice Export Indicates whether the work code is included or excluded from the Extra Duty Event Invoice Export task. Select to include. Deselect to exclude. Task functionality available as of application version 7.4. with the Extra Duty Events add-on license.
Include in Is Working Check:

Determines whether the hours associated with this work code apply to an overworked or fatigue type rule. If checked, allows a working or non-working code to be applied to a person and have no impact on the roster. If the work code counts toward an overworked or fatigue rule, then select this option.

Unlike the no roster impact and but still available work code settings, when this check box is left unchecked, the Work Code will not count toward overworked rules. The individual will visually display but the individual will treated as if they are not on the Roster for rules or phone contact method purposes.

  • Select the check box to apply the hours towards an overworked rule; for example, Regular Duty, Overtime.
  • Clear the check box to exclude the hours towards the overworked rule; for example, Training, Court, Meeting.
  • If checked on a non-working code these hours will deduct from the fatigue balance for that rolling period; for example, Sick, Vacation
Note: Also see Do On Duty Check field description.
Include in FLSA Includes the hours associated with this code towards the FLSA total on the FLSA Report.
Note:

Non-Working work codes do not subtract time from the FLSA total.
Check-In Target The Check-in features provides the ability to indicate that an employee has arrived for duty. Use with Regular Duty or Working type work codes to allow your organization to check-in employees using this work code.
‘Pin to Inserted Location Applicable to Non-Working type work codes. Pins the work code to the position where it was initially applied. Clear the check box to affect all other positions that cross the target time frame.
Allow Roster Location Change Applicable to Working or Regular Duty type work codes and enables the Roster tab when using the Add, Edit, and Off-Roster features. The Roster tab allows users to indicate or change assignment locations on the Roster.
But Still Available Allows users with this work code to be available for staffing elsewhere and during an overlapping time period. Generally, this property is used to insert accrual data, and also used by organization that allow employees to use exception codes to work ‘other’ working opportunities during shift assignment hours.
  For example, suppose Joe’s shift assignment runs 8 AM to 5 PM. Joe wants an overtime opportunity from 4 PM to 9 PM that he is qualified to work. In order to qualify for the opportunity, Joe must make himself available from 4 PM to 5 PM, so he adds a Vacation code with But Still Available set that releases him from 4 PM to 5 PM shift commitment and now qualifies to take on the additional working opportunity from 4 PM to 9 PM.
!Charge Applies penalties, disciplinary action codes, or captures working opportunity refusals. A Charge work code does not create or fill vacancies. Charge codes display on Personal Calendars and Reports - only.
~Hidden Hides this work code from the Roster when inserted. A Hidden work code does not create or fill vacancies. To view Hidden records use the Advance Calendar or create a custom roster view that includes hidden records. See “Reveal Hidden Work Codes on the Roster” topic for more information.
Note:

Use the Hidden setting with accrual work codes to hide the monthly accrual of vacation or sick or other types of accrued leave.
^ No Roster Impact Typically used for clerical information, accruals, Payroll, and reporting purposes but not for staffing purposes. This property, generally, captures or stacks payroll related work codes, and overrides work code Type behaviors as follows:
  • Working- prevents this code from filling a vacancy.
  • Non-Working- prevents this code from creating a vacancy.
  • Regular Duty- prevents this code from filling a vacancy or Position.
Push Unassigned Places a person in an Unassigned area on the Roster when a person’s original assignment position is backfilled by someone else. Recommended for Regular duty and Working type codes, excluding accruals.
  For example, Bob is Sick today as a result of a sick code submitted a few days ago. John is on duty today and gets moved to backfill Bob’s position and vacates his original position. Then Chris backfills John’s position. Bob shows up to work today feeling better. The staffer removes the sick code from Bob’s record, John gets pushed to an unassigned area on the Roster because his home position is taken by Chris.
Allow Note Enables the Note field. Maximum length: 255 Characters
Note:

Customers using Dimensions, a Detail Code means Comment in Dimensions, and a note is only visible in Dimensions when nested in a mapped Comment. Free form text detail codes are not valid in Dimensions.
Group Groups work codes together and apply a single business rule simultaneously instead of one work code at a time.