Parent Topic

Set the Activity Code Indicators

The following activity code indicators need to be set appropriately.

  • Self Scheduling Standard 1: Determines whether activity is available for self scheduling

    This indicator determines whether an activity code is available to employees for self scheduling and, if it is available, how the activity appears.

    Adding activity codes directly to profiles also makes the activities available for self scheduling. Navigate to the appropriate profile. Click the Activities button and then the Add button. In the Self Schedule field, select Yes and then click the Save button.

  • SS Solution Standard 2: Determines whether activity counts toward coverage totals

    For activity codes to appear on the Activity Balancing Grid on the Schedule screen with calculated needs, this indicator must be set to Y.

    If an activity code is set to N, there will be no needs established for the activity and it will not initially appear on the Activity Balancing Grid. However, if the activity gets scheduled, it will appear on the Activity Balancing Grid with no associated need and will therefore appear as an overstaffing situation. For more information, see the About the Schedule Screen section

To set the activity code indicators, complete the following steps.

  1. Navigate to the Configuration section > Scheduling card > Activity Code screen.
  2. Search for and open the desired activities and then click the Indicators tab.
  3. Using the following table for reference, open the appropriate cards and select the desired options.
  4. Click Save.

    Card to Open

    Indicator

    Options

    Notes

    Self Scheduling

    Self Scheduling Standard 1

    A, Y, N

    A = Activity is available for self scheduling when using either Coverage mode or Activity Code mode, even if there are no needs

    Y = Activity is available for self scheduling when using either Coverage mode or Activity Code mode, but only if there are needs

    N = Activity is not available for self scheduling when using either mode

    Staffing and Scheduling

    SS Solution Standard 2

    Y, N

    Select Y (indicates that the activity counts toward coverage totals)