Six Pay Periods Productivity Trend Report

This Healthcare Productivity report compares actual worked hours to target and planned hours so that managers can see the trend of productivity over pay periods.

Examples: Is the trend favorable or not? How does the trend compare between last pay period and the last 6 pay periods, or the year-to-date (YTD)?

This report shows the true paid hours and money amounts from the payroll system as follows:

By Productive, Agency, and Overtime (OT) hours
Variable target productive hours based on volume activity
Fixed target hours
Productive variance and index
Per unit of service ratios

Note: If the current date is in the middle of a pay period, the report shows the previously completed pay period because the current pay period is not completed.

Run and view the report

Note: To schedule reports, see the Schedule and Manage Report Jobs topic.

Select Main Menu > Dataviews & Reports > Report Library.
From the Report Library, click tap Run Report .
In the Select Report panel, select Healthcare Productivity > the Six Pay Periods Productivity Trend report.
Click Tap Select.
Select the applicable report parameters:
- By default, the Reference Date is set to yesterday's date (today —1).
  - This date changes daily. So, the Reference Date is always the day before the day of the report run.
    Examples:
    You manually run a report on Tuesday, November 3; the Reference Date is Monday, November 2.
    A scheduled report runs on Tuesday, November 10; the Reference Date is Monday, November 9.
    A recurring scheduled report runs every Tuesday; the Reference Date is the Monday before each run.
  - You can select a different Reference Date for this run of the report.
    Caution: If you change the default Reference Date for a recurring scheduled report, that date becomes fixed for subsequent runs. As a result, the subsequent reports do not show updated data. See the Schedule and Manage Report Jobs topic.
  - To configure a different offset from today's date, you can change the site.healthcareanalytics.referencedate.offset system setting; see the Healthcare Analytics System Settings topic.
- Work Unit Hyperfind: Select one of the following hyperfind queries that contains the appropriate work unit:
  Caution: If the report will be in Excel format, make sure that the report contains no more than 90 work units because spreadsheets cannot contain more worksheets (tabs), and each work unit occupies one worksheet.
  - All My Department Work Units: Show all Department-type work units in the organizational sets that you can access in the business structure.
    Example: If you can access 100 departments, and each department has a corresponding work unit, this hyperfind returns 100 department-type work units.
  - All My Work Units: Show all work units, regardless of location type, in the organizational sets that you can access in the business structure.
    Caution: This hyperfind returns work units of different types that are excluded from reports; the Healthcare Productivity reports show department types only.
    Example: If you can access 2 out of 5 facilities, this hyperfind returns only those 2 facility work units plus all department and work group work units that are in those facilities.
  - Work unit hyperfinds: Select one of the custom hyperfinds.
  - Single Work Unit: Select one work unit.
- Work Unit: (Available only if you select Single Work Unit in Work Unit Hyperfind) Select the work unit. The list shows only work units that you can access.
- Target: Select the target to use in the calculations:
  - Default (default)
  - Alternate
In Output Format, select one of the following:
- PDF
- Excel
- Interactive
Caution: The CSV (comma-separated values) output is not suited for Healthcare Productivity reports because of the complex structure of the reports.

Note: Healthcare Productivity reports support only PDF, Excel, and Interactive formats; other formats are not supported.
Click Tap Run Report.

Status indicators
- In-Progress: The report is running.
- Completed: The report ran successfully without errors.
- Failed: The report has errors; check the Run Summary for details. Correct the error and run the report again.
Select the report and click tap the right arrow .
1. Click Tap View Report.
2. To modify interactive reports, see the Organize and modify data with interactive viewer topic.
If the report has multiple pages, click tap the arrows or enter the page number to change pages.
Select Menu and one of the following:
- Enable Interactivity: Select to sort, filter, group, or analyze the data in the table. See the Organize and modify data with interactive viewer topic.
- Parameters
- Report output
  The table lists productive hours targets, productivity index, and actual hours worked for each work unit for each of six pay periods. The table also summarizes information for the six pay periods and the year-to-date which includes data from the start of the fiscal year including the most recent six pay periods.
  A line graph displays the actual productive hours and the target productive hours compared to the weighted volume for the work unit for each of the six pay periods.
  Estimated Cost is the Productive Variance multiplied by the Average Hourly Rate.
- Export Content
- Export Data
- Print

Report metrics

At the top of the report

Reference Date — The report includes data for the pay period that contains this reference date.
Work Unit — The work units that are being reported.
Target — The selected target that is used in the calculations.
Current as of — The date when the system data was updated; the data is current on this date.
Executed on — The date and time when the report ran.
Printed for — The user name — LastName, FirstName — of the person who ran the report.
Unit of Service for the work unit.
Fiscal Year to Date

In the report

Adj. Patient Days: Adjusted patient days for the six pay periods.

Variable Hour Targets/UOS: Number of expected variable hours for this work unit for each unit of service (UOS).
Variable Hour Targets = The variable target hours for a work unit.
Fixed Hour Targets: Number of hours spent by the work unit in a pay period, based on activities that are not directly related to volume. This metric usually applies to managers or clerical workers and does not change with volume.
Total Target Productive = The number of targeted hours based on the labor standard multiplied by the volume, plus any staffing minimums = Variable Target Hours + Fixed Target Hours.
Actual Productive: The total number of hours attributed to labor under paycodes designated as productive, expanded to include Regular, Overtime, and Agency hours.
Productive Variance = Productive Hours — Total Target Hours based on the labor standard and volume, plus staffing minimums.
Non-Productive: Total number of non-productive hours.
Paid Hours = Sum of Productive and Non-Productive Hours.
Paid FTEs = Paid Hours / Daily FTE Factor for actual full-time equivalent (FTE) employees.
Productivity Index = Productive Hours / Total Target Hours.
Overtime: Total hours paid for overtime.
Agency: Total number of productive agency hours.
Internal Agency: Total number of productive internal agency hours.
Target Hours/UOS: Target productive hours for this work unit for each unit of service.
Actual Hours/UOS: Actual productive hours for this work unit for each unit of service.
Productive Variance/UOS: Productive variance of hours for this work unit for each unit of service.
Productive Cost/UOS: Total amount paid for labor under paycodes classified as productive for this work unit for each unit of service.
Paid Money/UOS: Actual monetary amount for this work unit for each unit of service.
Average Hourly Rate = Actual Labor Cost / Actual Hours, the average wage rate for hours worked.
Estimated Cost = Productivity Variance * Average Hourly Rate.
Weighted Volume: Sum of the weighted volume for the work unit; examples: patients, x-rays, units.