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The information in this document is subject to change without notice and should not be construed as a commitment by Kronos Incorporated. Kronos Incorporated assumes no responsibility for any errors that may appear in this manual. This document or any part thereof may not be reproduced in any form without the written permission of Kronos Incorporated. All rights reserved. Copyright 2007. Altitude, Altitude Dream, Cambridge Clock, CardSaver, Datakeeper, Datakeeper Central, eForce, Gatekeeper, Gatekeeper Central, Imagekeeper, Jobkeeper Central, Keep.Trac, Kronos, Kronos Touch ID, the Kronos logo, My Genies, PeoplePlanner, PeoplePlanner & Design, Schedule Manager & Design, ShiftLogic, ShopTrac, ShopTrac Pro, StarComm, StarPort, StarSaver, StarTimer, TeleTime, Timekeeper, Timekeeper Central, TimeMaker, Unicru, Visionware, Workforce Accruals, Workforce Central, Workforce Decisions, Workforce Express, Workforce Genie, and Workforce TeleTime are registered trademarks of Kronos Incorporated or a related company. Altitude MPP, Altitude MPPXpress, Altitude Pairing, Altitude PBS, Comm.Mgr, CommLink, DKC/Datalink, eDiagnostics, Experts at Improving the Performance of People and Business, FasTrack, Hireport, HR and Payroll Answerforce, HyperFind, Kronos 4500 Touch ID, Kronos 4500, Kronos 4510, Kronos Acquisition, Kronos e-Central, Kronos KnowledgePass, Kronos TechKnowledgy, KronosWorks, KVC OnDemand, Labor Plus, Momentum Essentials, Momentum Online, Momentum, MPPXpress, Overall Labor Effectiveness, Schedule Assistant, Smart Scheduler, Smart View, Start Quality, Start WIP, Starter Series, StartLabor, Timekeeper Decisions, Timekeeper Web, VisionPlus, Winstar Elite, WIP Plus, Workforce Acquisition, Workforce Activities, Workforce Analytics, Workforce Attendance, Workforce Central Portal, Workforce Connect, Workforce Employee, Workforce HR, Workforce Leave, Workforce Manager, Workforce MobileTime, Workforce Operations Planner, Workforce Payroll, Workforce Record Manager, Workforce Recruiter, Workforce Scheduler with Optimization, Workforce Scheduler, Workforce Smart Scheduler, Workforce Tax Filing, Workforce Timekeeper, and Workforce View are trademarks of Kronos Incorporated or a related company. Mozilla.org is a registered trademark of the Mozilla Foundation. All other trademarks or registered trademarks used herein are the property of their respective owners and are used for identification purposes only. When using and applying the information generated by Kronos products, customers should ensure that they comply with the applicable requirements of federal and state law, such as the Fair Labor Standards Act. Nothing in this Guide shall be construed as an assurance or guaranty that Kronos products comply with any such laws. Published by Kronos Incorporated 297 Billerica Road, Chelmsford, Massachusetts 01824-4119 USA Phone: 978-250-9800, Fax: 978-367-5900 Kronos Incorporated Global Support: 1-800-394-HELP (1-800-394-4357) For links to information about international subsidiaries of Kronos Incorporated, go to http://www.kronos.com Document Revision History Document Revision A Product Version Workforce Analytics 6.0 Release Date June 2007
Contents
About This Guide Organization of this guide ............................................................................. 6 Workforce Analytics documents ................................................................... 7 Chapter 1: Overview of Workforce Analytics Manager Installation and configuration ...................................................................... 10 System maintenance tasks ........................................................................... 11 Using Workforce Analytics Manager .......................................................... 12 Workforce Analytics Manager menu options ....................................... 12 Chapter 2: System Maintenance Monitor ETL jobs ........................................................................................ 16 Maintain pay codes ...................................................................................... 19 Viewing pay code mappings ................................................................. 19 Mapping a new pay code ...................................................................... 19 Update user access ....................................................................................... 21 About the User Security utility ............................................................. 22 Configuring user access ........................................................................ 23 Deploy External ETL Procedures ................................................................ 24 Maintain Workforce Analytics reports ........................................................ 26 Appendix A: Pay Code Mapping Reference Index
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This guide is for Kronos customers and service personnel who administer Kronos Workforce Analytics. It describes the ongoing maintenance of the Workforce Analytics product, including job monitoring, updating user security, and mapping pay codes. This preface contains the following sections: Organization of this guide on page 6 Workforce Analytics documents on page 7
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Chapter 1
Workforce Analytics facilitates enhanced reports and provides access to multidimensional data through the use of a data mart and virtual cubes, which contain data extracted from the Workforce Central transactional database. The Workforce Analytics Manager is a separately installed client application where you configure data extraction, map pay codes, set user access, and monitor Extract, Transform, and Load (ETL) jobs. This chapter contains the following sections: Installation and configuration on page 10 System maintenance tasks on page 11 Using Workforce Analytics Manager on page 12
Chapter 1
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Displays the status and details of Monitor ETL jobs on page 16 the ETL (Extract, Transform, and Load) jobs Displays all current pay code mappings Initializes selected tables in the analytics database Maintain pay codes on page 19 Workforce Analytics Installation Guide Workforce Analytics Installation Guide
View > Pay Code Mappings Tools > Setup > Load Utility
Tools > Setup > Configure ETL Configures the scope of, and control the Extract, Transform, and Load (ETL) processes that populate the analytics databases from the Workforce Central database.
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Description Initializes and maintains the mappings of Workforce Central pay codes to Workforce Analytics pay categories.
Document Maintain pay codes on page 19 and Workforce Analytics Installation Guide
Imports company-specific fiscal Workforce Analytics Installation date information into the Guide Workforce Analytics data mart Configures the user type, network account, and Business Intelligence (BI) user name for Workforce Analytics users Loads a range of historical data from the Workforce Central database to the Workforce Analytics database. Update user access on page 21 and Workforce Analytics Installation Guide Workforce Analytics Installation Guide
Sets the currency symbol used in Workforce Analytics Installation Guide the Workforce Analytics data mart Adds external ETL procedures to Deploy External ETL the ETL process for both the Procedures on page 24 standard nightly ETL load and the historical load Switches between active None windows in Workforce Analytics manager Brings up Workforce Analytics Manager help in a separate window None
Window
Help > Workforce Analytics Help Help > About Workforce Analytics Manager
Provides version information None about the Workforce Analytics product and enables or disables the Quick Start menu on startup.
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Chapter 2
System Maintenance
After you have initially configured Workforce Analytics, you perform required system maintenance primarily to accommodate changes in the Workforce Central database (for example, if an employee or pay code is added to the system). You can also use the Workforce Analytics Managers job monitor tool to check the status of or troubleshoot ETL jobs. This chapter contains the following sections: Monitor ETL jobs on page 16 Maintain pay codes on page 19 Update user access on page 21 Deploy External ETL Procedures on page 24 Maintain Workforce Analytics reports on page 26
Chapter 2
System Maintenance
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SUCCESSThe workflow or stored procedure completed successfully. WARNINGThe workflow or stored procedure completed, but a nonfatal condition occurred that may require attention. FAILThe workflow or stored procedure encountered one or more errors. NULLThe workflow or stored procedure is still in progress or did not complete.
ParametersData supplied as input to the stored procedure. Often, this is a date range or date from the ETL configuration table. Start Date TimeDate and time at which the workflow or stored procedure was started. End Date TimeDate and time at which the workflow or stored procedure completed. DurationAmount of time, in minutes and a percentage of minutes, for the workflow or stored procedure to complete. A duration of 0.00 indicates that the workflow or procedure executed in less than 0.6 seconds.
A job detail highlighted in red indicates that an error or warning occurred when the workflow ran. To view further details of the sub-workflows and procedures within the workflow, click the plus sign (+) next to the workflow name. To view the details of all workflows, select the Expand Details check box at the top of the Workforce Analytics - [Job History] window and click Apply. The bottom section lists all of the tables in the Workforce Analytics staging database (IA_ETL_DB) and data mart (IA_DB) that were affected by the job. It displays a count of updates, inserts, and deletes performed on the table. Together, these sections provide a Workforce Analytics administrator with sufficient information to diagnose and fix most problems with ETL job execution. For example: Job warnings indicate that the job completed, but that you must take some action to ensure that the most useful data is loaded. For example, if a pay code is not mapped, you receive a warning. You should map the pay code before the next job runs.
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You may notice that there have been less or more than the expected amount of activity on the database tables, or that the date range supplied to a procedure does not accurately reflect the intended time frame of a load. These problems may be fixed by edits in the ETL configuration table prior to the next job.
Note: Historical loads are broken down into multiple jobs. You can obtain an accurate idea of the results of a historical load only by examining the results of all of its jobs in the aggregate. For more severe problems, you may need to call your database administrator or a Kronos Service Representative. Using the buttons in the Workforce Analytics [Job History] menu bar, you can print the job details, or export them to Microsoft Excel, in order to pursue further analysis. Note: Although the menu bar offers an option to export to Adobe Acrobat PDF format, this option is not supported for Job History reports. An attempt to export a report to PDF will result in a Operation is not valid due to the current state of the object error. Note: Warnings in the following format indicate that there was no data in the source database for the date range supplied to the job. (Literally, the job attempted to retrieve an ID range for data that did not exist in the source table and which, as a result, was neither loaded or assigned IDs.) In most instances, you can ignore these warnings: ERR: I - WFAN0101T_INS_ACTY_INI: Unable to determine Begin WFAREPACTYRESLDID. (201) ERR: I - WFAN0101T_INS_ACTY_INI: Unable to determine End WFAREPACTYRESLDID. (201)
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The bottom pane contains the pay code mappings that are already set up. This pane can be used as a reference of the existing mapping structure.
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When new Workforce Central users are added to the Workforce Analytics data mart as a result of the historical and nightly ETL loads, use the User Security utility to adjust Workforce Analytics to allow these users access to analytic data. Caution: Only people assigned a Workforce Manager license in Workforce Central will have access to Workforce Analytics. Each time the ETL routine runs, any changes in license assignments are reflected in the Workforce Analytics data mart. As a result, if a manager is terminated, that manager will continue to have access to Workforce Analytics until the next time the ETL runs. Similarly, if a new manager is assigned, that manager will not have access to Workforce Analytics until the next time the ETL runs.
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3. Within the flow table, select the Flow Step before or after which the external procedure will run. That Flow Step is known as the associated procedure of
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the external procedure. An external procedure can be added to all step types except for a Process Flow (PF). 4. Enter the external procedures name and description. 5. If there are multiple external procedures defined to run before or after a given associated procedure, indicate the numeric order in which this external procedure should be executed. 6. Indicate whether the external procedure should be executed before or after its associated procedure. 7. Enable or disable this procedure. Note: You can use the Manage External Procedures button to enable or disable an external ETL procedure that you have added to an ETL process flow. However you can neither edit not delete a procedure that you have added.
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Appendix A
Workforce Analytics defines a set of pay categories to which you map the pay codes defined within Workforce Central. The way in which pay codes are mapped to these categories typically depends on the policies in use by the organization. Workforce Analytics categorizes all mapped pay codes as either Core or NonCore hours. Core Core pay codes recognize activities that are associated with specific events in which hours are tracked. This includes non-productive pay codes, such as PTO and FMLA. Non-Core Non-Core pay codes recognize premiums, such as a shift premium, associated with a work event in which hours are tracked. The tracked hours are accounted for in a Core pay code. The premium hours are accounted for in a Non-Core pay code. For example, if an employee worked 8 hours of regular with 4 hours of shift premium, the money the employee would be paid would be cumulative, based on 12 hours, but only 8 hours would count as Core. The 4 shift premium hours would count as Non-Core. The following table gives examples of pay codes that you might assign to each pay category. When you map a pay code to a category, you also choose if that pay code represents core or non-core hours.
Category Regular Core Regular worked events in which time is recorded and paid. Non-Core Premiums associated with regular worked events (for example, shift premiums).
Overtime
Worked events in which overtime Premiums associated with is recorded and paid. overtime worked events.
Appendix A
Core
Non-Core
Recognized pay code in which Premiums and direct money time is recorded and paid; amounts associated with nonhowever, work is non-productive productive time. (for example, PTO, holidays, or vacation ). Training event in which time is recorded and paid. Premiums that are associated with training activities (for example, premium for staying late or for offsite training). Customers unique use for other premium and amounts paid.
Training
Other
Customers unique use for other situations in which hours are recorded and paid.
Unknown
Applied when new pay code is added to Kronos configuration. A warning is created during the nightly data extract and load routine to indicate that the new pay code needs to be assigned to a pay category in the Workforce Analytics configuration table.
Note: Combined Pay Codes are not assigned a Pay Category within Workforce Analytics. Workforce Analytics for Healthcare additionally categorizes all mapped pay codes as applying to either productive or non-productive hours. Productive Usually synonymous with worked hours. Sometimes organizations choose to identify some types of workload hours (such as inservice and education) to create a subset of hours that they consider to be productive hours. Non-Productive Vacation, sick, or holiday hours. Sometimes known as paid time off (PTO) or paid leave. Some forms of worked hours, such as education, may also be considered non-productive.
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Index
B
BI User Name 22
E
ETL procedures external 24 managing 25 ETL process monitoring 16 External ETL Procedures page
19, 27
S
24 security 21 data mart 22
I
installation and configuration tasks 10
U
user access configuring 23 User Security utility 21
J
Job History workspace 16
W
Workforce Analytics Manager accessing 12 menu options 12 Quick Start menu 12 Workforce Analytics User Type
M
maintenance tasks 11
N
Network Account 22
22
P
pay categories definition 19, 27 mapping to pay codes 19, 27 Pay Code Mappings utility 19 pay codes
Index
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