Workforce Management Terminology

The following table defines usage of terms in Workforce Management.

Term

Definition

Related Terms

Access Group

A permission structure in WFM that assigns users to specific roles or access levels, determining their capabilities within the WFM platform.

 

Activation Code

A one-time code used in WFM for employee or device registration and activation of mobile or time clock applications.

 

Allowance

A set additional amount awarded to employees via WFM when certain shift conditions are met. You can establish rules, such as for the first shift of a given day, and associate allowances to them, such as for uniform or laundry.

 

Attestation

A WFM feature that allows employees to accept or dispute their approved hours with their manager.

 

Audit Logs

System-generated records in WFM that capture user activities, configuration changes, and key events for compliance and troubleshooting.

 

Automatch

A WFM approval feature that automatically approves punches falling within defined tolerance limits of a scheduled shift.

Rounding

Availability

An employee request or specification of their preferred or available times for scheduling. Managers can approve, deny, or change employee availability.

In a wage agreement, it's a setting used to assign the region where the agreement applies.

 

Biometric or Fingerprint Functionality

An optional feature in WFM, available for Windows, that enables employee identification and time capture using fingerprint data, subject to legal compliance responsibilities for biometric data collection.

 

Brand

A top-level grouping that can be set up for organizations to segregate across their different product or service offerings. Every location has to be associated to a brand and will inherit its settings.

 

Classification

A component of a wage agreement, which is used to assign employees specific pay rates and conditions based on factors like level, employment status, location, or job.

 

Condition

A component of a wage agreement, which specifies when particular pay rates, penalties, or allowances apply to employee shifts. The four types of WFM conditions are: Regular Rate, Penalty Rate, Overtime Rate, and Allowance or Penalty.

Rule

Day Parts

Defined segments of the day, such as morning or evening, used for more granular labor forecasting, staffing, or wage application.

 

Employee PIN Code

A unique numeric code assigned to employees for secure login or time capture on WFM time clocks or portals.

 

Enhanced Timesheets Using WFM Wage Rules

A WFM feature that enables employees to enter time in weekly timesheets, automatically calculate regular and overtime hours based on configured wage agreements and rules, and integrate approved time entries with SuitePeople U.S. Payroll for accurate, automated payroll processing.

 

Extra Hours

Additional scheduled staff coverage beyond labor model forecasts, either fixed or dynamic, to support operational needs such as preparation or closing tasks.

 

KPI (Key Performance Indicators)

A metric displayed in dashboards and reports to help management evaluate performance. These include total hours, wage cost and sales, labor percent, productivity, and labor efficiency.

 

Maximum Hours

A scheduling constraint in SuitePeople WFM that sets the upper limit of hours an employee can be scheduled or can work within a defined period.

Minimum Hours

Minimum Hours

A scheduling constraint in SuitePeople WFM that sets the lowest number of hours an employee can be scheduled or can work within a defined period.

Maximum Hours

Mobile Applications

Native apps for WFM, including NetSuite Workforce Management and NetSuite Time Clock, that support employee and manager self-service, shift management, and time capture on iOS and Android devices.

 

Multiplier

A percentage applied to base pay rates, used for overtime, penalty, or allowance calculations.

 

Opening Hours

The business or departmental operating hours used to guide labor deployment and scheduling.

 

Open Shift

An unscheduled or unassigned shift in WFM that needs to be filled, allowing managers or eligible employees to select and assign themselves as needed.

 

Over-Unders

Metrics in WFM scheduling that highlight the variance between forecasted labor requirements and scheduled hours, helping to optimize staffing.

 

Payroll Integration

The process of mapping and exporting approved WFM shift and wage data into NetSuite Payroll or external payroll systems, enabling streamlined payroll processing.

 

Penalty

A fixed or percentage-based increase to employee pay rates applied for shifts meeting specific nonstandard conditions, such as late hours or weekend work.

 

Pre-configured Wage Agreement

Convenience-based wage rule sets within WFM that customers can use as templates for compliance with specific labor awards, subject to customer verification for legal accuracy.

Region-Based Wages

Region-Based Wages

A set of convenience conditions built into WFM that are loaded by default into customer’s accounts within the United States.

These conditions do not guarantee compliance with laws and regulations. You must validate that these rules meet your needs and own the process of configuring additional rules you need based on your local labor laws.

Pre-configured Wage Agreement

Rounding

A time-and-attendance setting that adjusts approved punches to scheduled start or finish times based on set intervals or multiples.

Automatch

Rule

A specific parameter or threshold within a condition in WFM that defines the precise criteria for when the condition is triggered.

Condition

Salary Splits

A configuration enabling the allocation of a salaried employee’s pay across multiple locations or departments worked during a pay period.

 

Schedule Validation

A WFM feature that checks schedules against configured rules, such as required employee counts, qualifications, or compliance thresholds. This feature helps prevent publishing or printing schedules with errors or violations.

 

Drop Pre-Approval

A feature that requires a manager to authorize an employee’s request to release a scheduled shift before it is offered to others.

 

Shift Template

A preset configuration of shift times and roles, used to streamline scheduling by quickly assigning common shift patterns.

 

Short Breaks

A feature that prevents employees from punching back in during a break before the meet minimum required break time.

 

Suggested Shifts

System-generated recommendations indicating optimal staffing times or shift allocations based on sales, labor models, and scheduling rules.

 

SuitePeople Time Clock

Cloud-based time and attendance app, previously referred to as AdiClock, used to capture employee punches by using a mobile (Android or iOS) or a Windows device.

 

SuitePeople WFM Integration Role

A predefined NetSuite role granting permissions required to configure and run the WFM integration.

 

SuitePeople Workforce Management SMS

A messaging feature that enables sending SMS notifications (subject to usage caps) from WFM to employee mobile phones, supporting shift and time management communications.

 

Target Hours

The scheduled number of working hours assigned to an employee for a given scheduling period. Hours are used for shift validation and reporting.

 

Teams

Groupings used to organize employees by function, location, or department for scheduling and reporting purposes.

 

Timesheet Uploader

A tool that imports timesheet data from a CSV file into WFM, with header mapping and error validation.

 

Wage Rule Engine

A calculation engine in WFM that applies customer-configured or pre-configured rules to determine wages, overtime, penalties, and allowances based on conditions, schedules, and regional requirements.

The engine is provided as a convenience tool and does not guarantee legal compliance. Customers are responsible for validating wage rules against applicable labor laws and business needs.

 

Wages

Pay amounts calculated and managed within WFM, determined by configured wage rules, wage agreements, and mapped NetSuite payroll items.

 

Workforce Management Portlet

A dashboard panel with configuration options, which gives users access to WFM features in NetSuite.

 

General Notices