Configure Access to Healthcare Productivity

Access rights determine the functional components and data that people can view.

  • Generic Data Access Profiles (GDAP) — Control access to configured component data.
  • Function Access Profiles (FAP) — Control access to functions and actions.

Before you start, Assign Licenses for Healthcare Productivity.

Develop a strategy for who gets access to which functions and components as follows:

  • Identify all roles and people who need to analyze productivity, which functions they need to run, which integrations they need to run, which documents they need, and who needs to review results.

    Caution: For non-administrator user accounts, restrict access to integration run details in the Run Summary so that people can view only the integrations and data that they run and not the integrations and data that other people run. For more information and instructions, see the Control Access to Integration Run Details topic.

  • Complete the Access Plan for Healthcare Productivity.

Configure the Generic Data Access Profile (GDAP) to select the integrations that a person can run.

  1. Log in as an administrator.
  2. Click Tap Main Menu  > Administration > Application Setup > Access Profiles > Generic Data Access Profiles. 
  3. Create, edit, or remove a profile:
    • Click Tap New. Enter a Name.
    • Select a profile. Click Tap Edit or Duplicate.
    • Select a profile. Click Tap Delete. Click Tap OK.
  4. From Setup Category, select Integrations.
  5. From Setup Item, select:
    • Integrations
    • Integration Sets
  6. Add integrations to the profile. These integrations must be installed in order to be available.
    • From Available, select the items and click tap the right arrow . Alternatively, click tap the double right arrow  to select all items.
    • (Optional) Remove items. From Selected, select the items and click tap the left arrow . Alternatively, click tap the double left arrow  to remove all items.
  7. Click Tap Save & Return.
  8. Repeat for the next person.

Configure the access control points (ACP) of a Function Access Profile (FAP) to give access to reports, metrics, KPIs, and integrations for Healthcare Productivity.

Note:

This topic groups FAP settings according to the most common types of personnel who configure and assess productivity measures. These groupings are suggestions, and your configurations may differ.

  1. Click Tap Main Menu  > Administration > Application Setup > Access Profiles > Function Access Profiles. 
  2. Create or edit a profile:
    • Click Tap New. Enter a Name. Example: Healthcare Productivity
    • Select a profile. Click Tap Edit or Duplicate.
  3. (Optional) Enter a Description.
  4. From Function, select the role and functions for the following types of people.
    • Click the plus (+) signs for child roles or functions.
    • All functions are disallowed by default.

    Application and integration consultant

    Designs and builds integrations

    1. Select Manager—Common Setup.
    2. In Integrations: Select Allowed in Access Scope to monitor, run, schedule, and install integrations; this setting allows access to all of the sub-access points for integrations.
    3. In Design Integrations select Allowed in Access Scope to configure and build integrations. This gives access to the Integration Template Designer (the Boomi™ application).
    4. In Manager—System Configuration > Healthcare Productivity Service > Access Scope, select Allowed to enable system access to healthcare productivity data and to allow managers to run productivity reports.

    Administrator or Manager

    Configures or uses the system for Healthcare Productivity

    1. Select Manager—Common Setup.
    2. Give access to the Analytics Labor Type in People Information:

      Select People Editor > Employee Group > Information View. In Analytics Labor Type, select Allowed in any of Add or View.

    3. Give access to tiles:

      Select People Editor > Employee Group. In Access Profiles view, select Allowed in any of Add or View.

    4. In Integrations: Select Allowed in Access Scope to monitor, run, schedule, and install integrations; this setting allows access to all of the sub-access points for integrations.

      Note: To customize integrations settings, see Configure Access to Integrations.

      5. View my integration runs only: In Access Scope, select Allowed to restrict people to view only the integrations and data that they run and not those run by others. For more details, see the Control Access to Integration Run Details topic.

    5. Select Manager—System Configuration.
    6. To enable full access to integrations connections settings, extension tables, and database commands:

      Select Setup > Integrations Setup. In Access Scope, select Allowed.

    7. Select KPI Builder Setup. Do one of the following:
      • To enable access to all KPI Builder, Healthcare Productivity, and Variance Advisor settings:

        In KPI Builder Setup, select Allowed in Access Scope.

      • Select the features individually:

        For each of Mapping Categories, Metrics, or KPIs, select Allowed in any of Add, Edit, or View.

        In Target Management > Standard Target Management, select Allowed in Access Scope to enable access to Standard Targets for core Analytics.

        In Target Management > Healthcare Productivity Target Management, select Allowed in Access Scope to enable access to Healthcare Productivity Targets for Healthcare Productivity.

        In Healthcare Productivity, select Allowed in Access Scope to enable access to configure the following for Healthcare Productivity and Variance Advisor: Agency Definition, Work Unit Definition & Labor Mapping, Work Unit Hyperfind, and Work Unit Hyperfind Profiles.

    8. Select Setup > Access Profiles Setup.

      In Generic Data Access Profiles, select Allowed in Access Scope.

      In Function Access Profiles, select Allowed in Access Scope.

    9. To enable the Fiscal Calendar Import integration to import the fiscal calendar:

      Select Fiscal Calendar Import: In Access Scope, select Allowed.

    10. For each person who needs access to healthcare productivity data, in Healthcare Productivity Service > Access Scope, select Allowed to enable system access to healthcare productivity data and to allow managers to run productivity reports.

      Note: This access point must be set to Allowed so that Data Hub can extract healthcare productivity data. See the UKG Pro Workforce Management Data Hub topic.

    Manager — reports

    Runs and schedules reports

    Note: For general reports settings, see the ACPs for reporting functionality topic.

    1. Select Manager — Department Manager.
    2. In Reports > Run Reports, select Allowed in Access Scope.
    3. In Reports Scheduling, select Allowed in Access Scope.
    4. In Manager—System Configuration > Healthcare Productivity Service > Access Scope, select Allowed to enable system access to healthcare productivity data and to allow managers to run productivity reports.

    Manager — integrations

    Runs integrations but cannot see the payroll feed and cannot see the wages of employees

    1. Select Manager—Common Setup.
    2. In Run Integrations, select Allowed in Add to run integrations and edit available parameters.
    3. In View Integration Results, select Allowed in View to see detailed results of integration runs.
    4. To display the files for integrations:

      In View the files of an integration displayed in the integration run details, select Allowed in Access Scope.

    5. In Manager—System Configuration > Healthcare Productivity Service > Access Scope, select Allowed to enable system access to healthcare productivity data and to allow managers to run productivity reports.
  5. Click Tap Save & Return.
  6. Repeat for the next person.
  1. Click Tap Main Menu  > Administration > Application Setup > Access Profiles > Generic Data Access Profiles. 
  2. Select the profile for the person. Click Tap Edit.
  3. From Setup Category, select Access Profiles.
  4. From Setup Item, select Function Access Profile.
  5. Search for and select the FAP to assign to this person.
    • From Available, select the items and click tap the right arrow . Alternatively, click tap the double right arrow  to select all items.
    • (Optional) Remove items. From Selected, select the items and click tap the left arrow . Alternatively, click tap the double left arrow  to remove all items.
  6. Click Tap Save & Return.
  7. Repeat for the next person.

Make sure that the access profiles are associated with the relevant managers or administrators. If you don't have access to People Information, contact the administrator who does have access.

  1. Click Tap Main Menu . Select Maintenance > People Information. Select a person.
  2. In Employee, select Access Profiles.
  3. Select the:

    Function Access Profile = the FAP

    Display Profile = the GDAP

    Locale Profile

    Notification Profile

  4. Click Tap Save .
  5. Repeat for other people.