Schedule Validation Report Enhancement

You can validate the schedule for a given department, location, and scheduling period directly from the workforce schedule page. The schedule validation, as well as existing validations, now includes key performance indicators (KPIs) to quickly analyze the schedule.

KPI	Description
Number of assigned workers	Number of workers assigned to at least 1 work shift or an approved absence in the schedule period, including float workers
Number of float workers	Number of float workers assigned to at least 1 work shift on the schedule period
Number of unassigned workers	Number of workers with no shift on the schedule period
Percentage of assigned workers	Percentage of workers assigned on the schedule period
Number of unassigned work shifts	Number of worked open shifts on the schedule period
Number of unassigned on-call shifts	Number of on-call open shifts on the schedule period
Number of invalid assigned shifts	Number of invalid assigned shifts on the schedule period
Shifts Fill Rate	Percentage of assigned shifts
Hours Fill Rate	Percentage of assigned hours
Number of workers with policy violations	Number of workers with policy violation on the schedule period
Number of persons assignment under FTE	Number of worker assignments that are under FTE hours per week on the schedule period.
Number of persons assignment matching FTE	Number of worker assignments that are matching FTE hours per week on the schedule period.
Number of persons assignment exceeding FTE	Number of worker assignments that are over FTE hours per week on the schedule period.

Sample Schedule Validation Report with Schedule Period and Weekly KPIs

This feature ensures that workforce schedules comply with organizational policies and regulatory requirements.

Steps to Enable

If you're already using Absence Management, you need to upgrade to the new integration architecture. Running the migration process in step 2 isn't required for new implementations that don't have any absence data to migrate.

After the migration completes in your production environment, you can’t restore data and return to the old architecture. It’s vitally important that you thoroughly test the upgrade in your development, UAT, and preproduction environments before upgrading your production environment.

1. On the My Client Groups > Payroll Flow page, click Submit a Flow.

My Client Groups, Payroll Work Area Tile

Payroll Work Area with the Submit a Flow Task Highlighted

2. On the Flow Submission page, search for and click Run Feature Upgrade.

Flow Submission Page

3. On the Submit a Payroll Flow page, complete the fields as shown here:

Field	Value
Payroll Flow	Enter a name, such as Migrate absence data to a new data model.
Feature	Upgrade Time Repository for Absences
Process Configuration Group	Select a group to control error logging and multithreading of the process. For more information on the Process Configuration Group, see the Payroll Process Configuration Groups section of the Payroll Processing Rules chapter of the Implementing Global Payroll guide.
Additional Information	Enter the migration cut-off date in the dd/mm/yyyy format. The migration process uses this date to identify the existing absences that it would upgrade to the new architecture. All the future absences and absences that overlap the start of the schedule period containing the migration cut-off date will be migrated. If you leave the migration cut-off date blank, the migration process will migrate all absences with dates from the submission date back 3 months. If anyone tries to change absence entries before the migration cut-off date, they get a validation error like this: The time card or absences can't be submitted. (HXT-1665190) While the enhanced Absence Management and Time and Labor integration is enabled, absence data hasn't been migrated. Here are the specific errors and relevant absence details: TrgId: 300100563343280, StartTime: 2023-02-16 00:00:00.0, StopTime: 2023-02-16 23:59:59.999, AbsenceEntryId: 300100563343275, AbsenceTypeId: 300100031787011.

Submit a Payroll Flow

4. Click Submit. These are the processes that run:

• Calculate Eligible Objects for Upgrade: This process calculates all of the eligible employee records that the Upgrade Eligible Objects process will upgrade.
• Upgrade Eligible Objects: This process does the actual data upgrade task.

Process Results Summary

After the processes complete, you can click the process name to view a summary of the changes. To view the logs and debugging messages, expand the Output and Log Files section.

Upgrade Eligible Objects