Configure Work Units

1. Configure the Function Access Profile (FAP) to give Manager—System Configuration access to Application Setup > KPI Key Performance Indicator measures the result of an activity in an organization so that you can compare it to operational or strategic goals and attempt to improve performance. Builder > Healthcare Productivity > Work Unit Definition & Labor Mapping in Application Setup. See Configure Access to Healthcare Productivity.
2. Configure Hours of Operation for the location to define the days of operation for the work units at the locations.

1. Select Main Menu  > Administration > Application Setup > KPI Builder > Healthcare Productivity > Work Unit Definition & Labor Mapping.
2. Create or edit a work unit:
   • Create:

     Click Tap Add .

     Enter a unique Code.

     Caution: Once you save the work unit, you cannot change the code.

     Enter a unique and descriptive Name.

   • Edit:

     Select a work unit and click tap Edit .

     Caution: You cannot edit the location or type of a work unit that is associated with billing or payroll departments, or targets.

     In Save Changes to, select one of the following:

     • Save changes everywhere that the named entity is used — Save the changes to all current work units.
     • Save as a new named entity — Save the changes as a new work unit.
3. Only for new work units, select one of the following Types of work unit:

   Caution: Once you assign the work unit to locations, you cannot change the type.

   • Region — (not recommended) This work unit type is not validated and is too large for most organizations.
   • Facility — This type is not validated. You can associate only one organizational node to this type.
   • Department — (most common) This type requires an organizational node type of Department.

     Also, you can associate a single Department type of work unit to multiple organizational nodes; this allows you to report productivity data for a combination of multiple department organizational nodes at the level of a Department type work unit. For details about combined department reporting, see Department work unit type.

   • Combination — This type captures payroll data from multiple organizational nodes that are associated to Department work unit types. You can associate only one organizational node to this type.
   • Pass Through — This type captures volume from dummy departments that are not associated to any organizational node. You cannot associate any organizational node to this type.
   • Work Group — This type groups jobs. You can associate only one organizational node to this type.
   • Custom — To create a new work unit type, enter the name directly in the field. Example: Enter Corporate. You can associate only one organizational node to this type.
4. (Recommended) Only for new work units, assign the work unit to locations (organizational nodes) in the business structure as follows:
   1. Click Tap Select Locations.

      Note: The types of locations are not identified.

   2. Navigate to and select locations as follows:
      Note:

      To go deeper into the hierarchy, click tap the small arrow button  on a parent node.

      To select the top-level of the hierarchy and all locations within, click tap Select All.

      • Only for the Department work unit type, you can select multiple department organizational nodes in multiple facilities or regions. Use this association to multiple locations to report data from jobs at different organizational nodes.

        Example: Associate a Radiology department work unit type to a Radiology/CTScan job at one location, a Radiology/MRI job at another location, and a Radiology/Ultrasound job at another location. This setup groups data from these jobs into one work unit for display in reports.

        To get payroll data for jobs at these multiple locations, associate each of these locations to a Combination work unit type.

        Example: Associate the Radiology/CTScan job to a Radiology01 combination type, the Radiology/MRI job to a Radiology02 combination type, and the Radiology/Ultrasound job to a Radiology03 combination type.

      • Only for the Pass Through work unit type, you cannot select any locations.
      • For all other types of work unit, you can select only one location.
   3. Click Tap Apply.
   4. The Locations area shows the selected locations with the full path. To remove locations, click tap the remove button for the location.
5. (Optional) To edit a location that is assigned to a work unit, the associated targets must be expired and deleted.
   1. Delete the expired targets according to the Configure Targets for Healthcare Productivity topic.
   2. Edit the location assignment.
6. (Optional) Enter a Service Line to use as a grouping to compare work unit metrics Measures and tracks workforce performance by comparing planned with actual workload or coverage, or by showing variances at any organizational level. across the organization.

   Note: If you leave Service Line blank, it is displayed on reports and dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. as unknown.

   Examples: Emergency Services, Out Patient, Nursing

7. Enter a Unit of Service to define the workload Specifies a number of employees needed for a certain job at a certain location over a certain span of time. measure to describe volume.

   Example: Patient days

8. Enter the FTE Hours in a Work Week.

   A full-time equivalent (FTE) represents the equivalent of one full-time worker who is paid for a defined number of hours annually.

   Example: 40 hours

9. In Caregiver, select one of the following:
   • 0 — Not a caregiver role
   • 1 — A caregiver role
   • Blank (default) — Do not differentiate between caregiver and non-caregiver hours for the work unit.
10. Select the Pay Rule. Pay rule assignments define the pay periods for work unit reports.
11. Click Tap Save.
12. Repeat to configure another work unit.

Caution: You cannot delete a work unit that is associated with billing or payroll departments, or targets. You can reuse such a work unit by editing the name and configuring mappings and targets.

1. Select Main Menu  > Administration > Application Setup > KPI Builder > Healthcare Productivity > Work Unit Definition & Labor Mapping.
2. Select a work unit that is not associated with billing or payroll departments, or targets.
3. Click Tap Delete .
4. Click Tap Yes to confirm.