Employee metrics in base schedule

Updated 3 months ago by Leigh Hutchens

You can view employee metrics in base schedule just as you can in Schedule.

Employee metrics calculation period in Base schedule

Since base schedules don't have dates, you view employee metrics a little differently than you do in Schedule. Navigate to Employee list display options.

You have two options here:

  • Selected period
    • When this option is selected, the metrics will reflect the hours of the day or week you’re currently viewing for the employee in question.
  • Template period
    • When this option is selected, the metrics will reflect the hours of the full base schedule for the employee in question.

When it comes to the way agreement workdays are translated into nominal hours and you’re looking at the metrics of a specific day, the same principles apply in Base schedule as in Schedule:

  • If workdays are configured to 7, Quinyx considers every day as a workday.
  • If workdays are 6, Quinyx considers Monday to Saturday as workdays.
  • If workdays are 5, Quinyx considers Monday to Friday as workdays.
  • If workdays are less than 5, Quinyx currently lacks support for determining which weekdays are workdays. Therefore, for instance, if workdays are 4 and nominal hours 21 in the agreement, then the nominal hours of any day you’re looking at will display as 21.

As you move between different days or weeks in your base schedule, Quinyx remembers the selected calculation period. However, as you leave the base schedule and come back, your calculation period selection will reset - we of course plan to improve this in the releases to come.

The nominal hours displaying in the employee metrics are currently always for the main agreement only. This means the system goes by the number of workdays defined on the agreement that’s configured as main agreement as of today’s date.

Metric display mode in Base schedule

The metrics in base schedule consider all agreements valid today, as well as agreements valid only in the future.

The same metric display options (as mentioned in Schedule above) are in base schedule, and you can see the percentage of scheduled hours out of nominal hours. However, a few differences apply in Base schedule compared to in Schedule:

  • When “Totals” is selected, the base schedule hours sums hours across agreements valid today and/or in the future, whereas the preliminary nominal hours of the metric show hours across agreements valid as of today’s date only. This is so that the preliminary nominal hours you’re tracking aren’t misleadingly skewed by agreements not valid until at a later point in time.
  • When “By agreement” is selected and an employee has parallel agreements, all shifts on which the Agreement field still says “Selected automatically” will count towards the agreement set as main agreement as of today’s date.

Preliminary nominal hours

The hours shown under each employee in Base Schedule are slightly different from the ones you can see in Schedule:

The hours shown are for the full template period.

Please note this applies even if you're viewing your base schedule in weekly or daily view

The hours shown in the above screenshot, from left to right, are:

  1. Base schedule hours
  2. Preliminary nominal hours
    1. By preliminary, we mean that this figure is subject to change were you to roll out this base schedule over a time period in Schedule where the agreement of one or several employees has been edited or where another agreement applies. The reason behind this would be that average weekly nominal hours are fetched from each employee's agreement valid as of today and multiplied by the number of weeks in your template period.
  3. Difference between base schedule hours and preliminary nominal hours

Nominal hour warning

You'll receive a warning for the shift at which the nominal hour limit is exceeded, as well as at all subsequent shifts in that same schedule period.

Example: Gregory Payne’s main agreement has a one-week schedule period. We roll out this base schedule over October 2021:

Prior to version 0109, this would result in one warning appearing for each shift rolled out in the rollout period, in this case October, as you can see in the warnings below:

As of version 0109, the warning will only appear on Fridays of fully rolled out weeks, since it's on that weekday of the recurring schedule that the nominal hours are being exceeded, which you can see in the warnings below:

Note that in the above specific example Friday October 1 won't trigger a warning since Monday-Thursday of that same week are in September, and therefore Gregory becomes scheduled only 8.5 hours out of his 40 nominal hours that week as a result of this rollout.

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