General tab

In the Suite Wide Options section, determine whether any of the items should turned off. By default, all these items are set to selected when a new pay code is created. The suite-wide options determine where the pay code will be viewable by employees or managers.
  • Visible in the main area of the Timecard and Schedule, On Hours summary tab in Schedule, My requests, and in associated reports
  • Visible on Totals tab in Timecard
  • Visible in Dataviews & Reports
    Note: This setting determines the value of the Visible in Dataviews & Reports data column as True or False. This data column can be used to filter Dataviews and reports to include only those pay codes with a value of True.
In the Time and Attendance Options section, determine whether any of the selections (other than the first which is on by default) should be applied.
  • Visible in Totals columns of Timecard's main area(selected by default)
  • Edits count towards overtime limits- Select if this pay code should help employees reach overtime goals
  • Edits count towards Consecutive Day OT- Select if this pay code should help employees reach a consecutive day OT goal
  • Edits Excuses Absence- Select if this pay code will excuse absence. Pay codes such as Sick, or Vacation are generally set to excuse absence
  • Edits repeat on scheduled days until canceled- Select if the edit being performed for this pay code should be repeated for the employees scheduled time until manually canceled. An example of this would be a short term disability pay code, or leave pay code.
In the Scheduling Options section:
  • Add pay code amount to Scheduled Hours Type— Select a Scheduled Hours Type from the drop-down list.
    Note: If None is selected, the pay code amount is treated as Productive and is included in the sum of daily scheduled hours.
  • Add segment tag to open shifts— Select a segment tag to associate with the pay code. When a pay code edit with this pay code is added that results in an open shift being created, the segment tag configured for this pay code is automatically added to all the segments — except for breaks — of the open shift.

    This enables open shifts to be tagged, alerting the manager that the open shift was created for a particular reason — such as vacation or sick leave — and needs to be filled immediately.

    The segment tag is added to the open shift segments when the associated pay code is added by any method that results in the creation of an open shift, such as:

    • Add Paycode in the Schedule Planner or Staffing
    • Enter Time Off in the Schedule Planner
    • Paycode Quick Action in the Schedule Planner or Staffing
    • Time-off requests by employees in My Calendar
  • Edit affects availability to be scheduled— Select if this pay code affects an employee's availability to be scheduled. The system changes the employee's availability on the day impacted by the pay code edit and marks them as unavailable in the Schedule Planner.

    When an absence pay code with this option configured is selected in the Add Pay Code or Edit Pay Code panel in the Schedule Planner, two unavailability options — Unavailable Start Time and Unavailable Amount— are displayed to enable the manager to customize the start time and duration of the employee's unavailability.

In the Options section:

Note: Only for . For details, see Configure Labor for Healthcare Productivity.
  • Select neither option (default) if the paycode is used in both the Timekeeping and payroll systems. Analytics counts the paycode toward hours and money metrics when it is in the timekeeping data or payroll feed.
  • If the paycode is not used in both systems, select one of the following:

    Payroll Only — The paycode is used only by the payroll system and counts towards paycode hours and money metrics when it is in the payroll system feed.

    Timekeeping Only — The paycode is used only by the timekeeping system and counts toward paycode hours and money metrics only when it is in the timekeeping data. Analytics does not expect the paycode to be in the payroll system feed.

In the Analytics Adjustment Options section, select Adjust (net) hours and cost for overtime paycode. The adjustment is defined in the overtime paycode.

Example: Add an overtime (OT) adjustment of half of (0.5x) or the full (Reg) (1.0x) base pay rate.

In the Analytics Mapping Category Assignment table:

Note: Only for . For details, see Configure Labor for Healthcare Productivity.
  • In Paycode Mapping Category, select a mapping category.
    Caution:

    You can configure mapping categories in either of the following locations:

    • Administration > Application Setup > KPI Builder > Mapping Category Definition. For details, see Create a custom mapping category.
    • Administration > Application Setup > Pay Policies > Paycodes > Paycode Definition > Analytics Mapping Category Assignment.

    To avoid inconsistency or errors, make sure to configure mapping categories in only one of these locations.

  • (Optional) Select Cost Only Switch to include only cost (money) and exclude hours from the paycode.
  • To assign another mapping category, click tap the plus sign and select another category.
    Caution: Do not create contradictory or counterproductive combinations of mapping categories. Example: Productive and Non-Productive categories for the same paycode.