Work Code ‘General’ Field Desc.

Field Name	Work Code ‘General’ Panel Field Description
Work Code Status	Used to enable or disable the selected item.
Name	Long name. The Name shows in the work code menu box of the Add, Edit, Remove, and Approve screen. Omit special characters. This field may require payroll considerations if feeding work code data to a third party payroll system. Max 30 Characters. Note: The visibility of a of a work code depends on the user’s Authority and the Authority selected within each work code; both must match for the user to access that work code.
Abbreviation	Short name. The abbreviation shows on the Calendar and Roster after applying the work code. Omit special characters. This field may require payroll considerations if feeding work code data to a third party payroll system. Max 10 Characters. Note: We recommend limiting the abbreviation to three characters as lengthy abbreviations will truncate and clutter the Roster. InTouch Timeclock Integration: The abbreviation field is not validated, we strongly recommend that abbreviations be unique for Non-Working and Signup type codes – having duplicate abbreviations will lead to unexpected results when using the InTouch Timeclock.
Color	Used for visual identification of the selected work code.
Type	These options identify the behavior of the work code and the working status for the person when that work code is applied. Choices are: Non Working¹ - used to remove a person from an assignment. This option creates a vacancy on the Roster. Examples: Sick, Vacation, Personal Time Regular Duty² - used to place a person working their normal schedule on the Roster. This option fills a position. Examples: Straight Pay, On-Duty, Regular Duty, Eves, Mids, Days, Graves, Swings Working - used to place a person working an additional assignment on the Roster. This option fills a position. Examples: Overtime, Overtime x1.5, Overtime x2.0, Special Event Overtime, Comp Time Earned Signup³ - used to indicate a person’s availability for work opportunities when they are off-duty. Examples: Signup, AM Signup, AM Available, PM Signup, PM Available, Available All Day.
Send as Segment with Tag	Used to send a non-working type work code to Dimensions as Segment with Tag. Tag is optional and based on configuration. The default behavior is pay code edit for non-working. Field displays and available with Dimensions Integration. Note: Merge Adjacent Working Period is not supported when using Send as Segment with Tag.
Send as Pay Code Edit	Used to send a working or regular duty work code to Dimensions as Pay Code Edit. The default behavior is Segment; or On-Call when configured. Field displays and available with Dimensions integration. Note: Merge Adjacent Working Period is not supported when using Send as Pay Code Edit.
Work Code Category	Used to assign a Work Code Category to the selected work code.
On-Call	Used to denote the selected work code is On-Call, and triggers the use of a Dimensions schedule tag using either a working or regular duty type work code name from this application. Also, provides visibility of the On-Call flag from schedule to pay.Dimension customers must select a Work Category of type On-Call to create a tag required for the integration. Available as of application version 7.0.
Include in Integration	Used to include the selected work code in a Dimensions integration.
Payroll Code	Enter your payroll code identifier to map the selected work code to the corresponding payroll code. Max 30 characters. This field is: Required- for working and non-working type work codes that are passed to payroll. Optional - if you are not feeding a payroll system. Data in the Payroll Code field displays in the following reports: Payroll, FLSA, and Exceptions. Customers using Dimensions have selectable Pay Code items or <none> as an option. If <none> is chosen then the work code is excluded from the integration.
Account (Label)	This is an optional field used to define additional payroll identifies such as a cost center or a project number paying for the selected staffing record. The Account ID is passed to the working code from the non-working code that caused the vacancy when used with Pass Account to Working work code property. The Account ID is passed to the Payroll Report, FLSA Report, and Exceptions report. If this field is left blank, then this information is not passed to these reports. Max 30 Characters. Limit 50 characters as of application versions 7.0.1. Note: An existing account ID placed in a working type work code will not be overridden by the account code passed from a non-working work code. Customers using Dimensions have selectable Cost Center items or <none> as an option, the account data in this application passes to Dimensions Cost Center Transfer. However, in this application authorized users can still add a cost center to scheduled items, in positions, work codes, events, and so on. Cost Centers are retrieved from Dimensions using the Workforce Dimensions Data Import Task, and stored in this application as of version 7.1.14+, 7.2.5+, and 7.3.1+. For additional information see topic, Workforce Dimensions Data Import Task.
	The Account field is available in several areas of the application. It is important to understand the behavior of the account field when in use. For example, the work code Account label will override the Account label in Setup Organization. The logic for returning the account code label works as follows: work code > position > unit > station > region > agency > institution - in this order. However, if the Account menu box is set to Yes or Optional - this will allow staffers to override the setup values. For example, suppose the Account Name in setup code is set to EEE, the Account menu box is set to Optional, and Unit 2 contains Account 777, the application returns Account EEE, but because the Account field is set to Optional the Staffer changes the Account Name to 555. The end result of the staffing record is 555. For reporting purposes, targets are: wstat_account_ch = EEE staffing_account_ch = 555 Moreover, suppose the Account Name in the work code is blank, this means the application returns the account name of 555. For reporting purposes, targets are: wstat_account_ch = 777 (reason: the work code is blank, the position is blank, but Unit contains Account 777) staffing_account_ch = 555
Minimum Hours	Used to limit the number of hours that can be entered for the target day using this work code. The hours specified must be equal to or greater than the amount of hours entered in this field.
Maximum Hours	Used to limit the number of hours that can be entered for the target day using this work code. The hours specified must be equal to or less than the amount of hours entered in this field.
Wage Factor	This a multiplier used to pass cost information for the selected work code to the Cost Report. Requires Pay information to be supplied in the Person's Profile.
. Suppress Vacancy	Defines whether a non-working code creates a vacancy on the Roster. Choices are: Yes - Suppresses any related vacancies on the Roster; for example, a non-working work code by default creates a vacancy, if this is set to Yes the vacancy is not created No- Does not suppress a vacancy on the Roster; for example, a non-working work code by default creates a vacancy, if this is set to No a vacancy is created. Dynamic - Select to allow the Vacancy Strategy associated with the position to determine whether or not to suppress the vacancy. Vacancy Strategies factor in minimum staffing levels before suppressing or creating a vacancy. Default setting.
Suppress Assignment	Select this check box to automatically suppress the shift assignment on the Roster using this work code. The default is false, meaning not checked. When checked, the Suppress Assignment Vacancy check box enables. This check box enables when work code type Regular Duty or Working are selected.
Suppress Assignment Vacancy	This check box enables when Suppress Assignment is checked. Select this check box to automatically suppress the shift assignment vacancy on the Roster when applying a nonworking type work code to this work code.
Assignment Duration Minimum %	This field enables when Suppress Assignment is checked. Indicates the minimum percentage that the exception code's length must match in order for authorized users to access the Suppress Assignment and Suppress Assignment Vacancy check boxes using this work code. Format: 0-100. Default: 100 The default of 100 means the duration of the exception must be at least as long as the assignment. When calculating length between the new and original times, the new time is compared to the total of contiguous hours derived from one or more assignments for the same person. For example, suppose that a person is working on two assignments - one from 6am-10am, and another from 10AM-2PM. If the person’s second assignment is changed from 10AM-2PM to 11AM-3PM, then the new time is evaluated to be four hours, and the original time is evaluated to be eight hours. This is because the sum of the person's contiguous assignments is eight hours. Duration minimum percent uses Greater than or equal to logic. Note: Durations are based on the shift duration, this means shift break calculations are factored if the shift contains a break
Enable Assignment Overlap Check	This check box enables when Suppress Assignment is checked. Select this check box to perform an overlap check between assignments and determine the default state of the suppress assignment check boxes. Default is set to False.
Assignment Overlap Minimum %	This field enables when Suppress Assignment is checked. Indicates the percentage that the exception code must overlap the assignment in order for the modification of the assignment to occur. Zero implies that any code added including non-overlapping work codes will suppress the shift assignment. When calculating the overlap between the new and original times, the new time is compared to the total number of contiguous hours derived from one or more assignments for the same person. For example, suppose that a person is working on two assignments - one from 6AM-10AM, and another from 10AM-2PM. If the person is moved to a single vacancy that runs from 8AM-4PM, then the overlapping period is evaluated to be 8AM-2PM. In other words, the person's first assignment time is considered in the overlap calculation because it is contiguous. Format: 0-100. Default: 0. Percentage overlap uses Greater than logic to determine suppress defaults.
Paybacks By	These options define how to track shift trades between two users: <none> - this code does not track paybacks. Count - tracks the number of instances that were traded using this code. Hours - tracks the total number of hours that were traded using this code.
Approval	Approval settings are: Yes - this code requires approval for personnel who can not approve others or self. No - this code does not require approval. Dynamic- determined by the Dynamic Issue. A Dynamic Issue can automatically approve this code when certain supervisors enter this code for their command staff. Default setting.
Where	Controls the ability for users to indicate work location preferences when signing up for extra work. Choices are: Yes - personnel must specify which Unit or event location they want to work. No - does not allow personnel to specify Unit preferences when signing up for extra work. However, personnel can sign up for the Date and possibly qualify for any event on that date. Default setting. Optional - personnel can either indicate a work location preference or not.
Account (menu box)	Enables the Account field for additional data to be entered into the staffing record, such as cost centers at the time of the transaction. Yes - Enables the Account field and requires data. Data is either manually typed or passed into the Account field by definition from various levels of the organizational structure. No - Disables the Account field and prohibits manual data entry or overrides. Values defined in the organizational structure are passed into the Account field. Optional- Enables the Account field with no data requirements. IMPORTANT- Read Account (label) and behavior example section.
Detail Codes	Control the visibility of an additional field where users can either enter certain data and up to a maximum of 10 alphanumeric characters OR they can select one of the configured Dynamic Values within the Dynamic Value Group attached to this code OR users can do either. <none> - Disables the detail code field. Default setting. <Yes - optional> - Enables the detail code field allowing for optional data entry. <Yes>- Enables the detail code field and requires users to enter certain data. Dynamic Value Group - Enables the detail code field and requires users to either select a Dynamic Value OR allows users to enter certain data. Note: Customers using Dimensions, a Detail Code is a Comment in Dimensions. Free form text detail codes are not valid in Dimensions. Moreover, a note is only valid in Dimensions if a Details Code exists for the same pay code.
Earliest Start Time:	Used to automatically populate the default start time for this code and prevent users to enter a start time before the Earliest Start Time indicated. See Default Time Mode application behavior. Use Military Time Format: hh:mm:ss
Latest End Time:	Used to automatically populate the default end time for this code and prevent users to enter an end time after the Latest End Time indicated. See Default Time Mode application behavior. Use Military Time Format: hh:mm:ss
Default Time Mode	Used with Earliest Start and Latest End Times. Select to automatically populate the From and Through fields for this work code using the time values in Earliest Start Time and Latest End Time. Application Behavior: Suppose the user works Monday through Friday from 8AM - 5PM. The Earliest Time is set to 7AM and Latest End Time is set to 3PM. Default Time Mode is NOT checked - if the user enters this code on a Saturday (non-working day), the default times returned are as indicated in the Earliest Start and Latest End Time field 7am-3pm.
List Plan Override	Use to OVERRIDE the position’s List Plan. The choices are: <none> - The List Plan attached to the position determines how the vacancy is filled. Default setting. Select a List Plan to override the position’s list plan when this work code creates a vacancy. Rarely used.