Setup, Leave Thresholds Field Descriptions

Field Name *Required field	Description
Status	Enables or disables this Dynamic Leave Threshold.
*Name	The name of the Dynamic Leave Threshold.
Institution	Limits to one institution. This field shows when the user is focused to <None> institution; if Institution Focus is turned on, this field is required; and assumes the focused institution.
*Count For Each	Determines which staffing records are returned by the system. Simply put, who gets picked up by the system. Use Target Filter(s) to further limit your criteria. Choices are: Institution, Agency, Region, Station, Unit, Unit Type, Position, Shift, Rank, Specialty, Group. See example at the end of the field reference table.
*Count Method	Defines how to count for each. Choices are: Count Each Instance or Count Full Overlaps. See example at the end of the field reference table.
Default Threshold	Integer only. The Default Threshold field value applies for each of the selected Categories applied in the Target Filters criteria. Counts fixed/finalized (checked) records only. Max: 3 digits, example 999.
Edit Counts on Calendar	Navigates to the Threshold Calendar page where authorized users can modify only the Default Threshold setting.. A person must have the authority permission Calendar: Leave Threshold Override granted to modify default Leave Thresholds via the Thresholds Calendar located outside of the Setup area.
Target Filters	Defines which staffing records to count. List of filters used as count targets. For example, a filter set to Unit 1, Unit 2, and Shift A will return and apply counts to these items only. Filter Categories: Institution, Agency, Region, Station, Unit, Unit Type, Position, Shift; Rank; ^Specialty, ^Group; Timeframe. Note: Same as logic only (Equivalent and Can Act As is not supported). ^Specialty and Groups are cumulative because a person can have more than one active Specialty and Group at the same time. For instance, selecting two specialties means the person must have both to meet the criteria.
Counts	Defines which work code type items to return and count. Counts include Fix/Finalized records only (Checked records). Count Types include: Work Code, Work Code Type, Work Code Group Number. Note: In Search, use % or _ to return all applicable items.
	Work Code Status Behavior: Counts towards threshold? Yes, counts towards threshold when applicable:Approved; Trade Cancel Pending; Trade Cancel Expired; Trade Cancelled Rejected; Trade Cancel Approval Pending; Null Status. No, does not count towards threshold when applicable: Approval Pending; Approval Expired; Denied; Trade Pending; Trade Accepted; Trade Expired; Trade Rejected; Trade Cancelled Accepted.

*Count for Each Field Example

For example, suppose that *Count for Each is set to Unit and Category is set to Institution, this means a count of two for every unit in the Institution plus unassigned people in their respective unassigned unit. To exclude the unassigned you need to indicate which units to count in Filter Target > Category.

Now, let’s add some filter target categories... suppose the Default Threshold is 2; the Target Filter Category is Agency 5; and Count for Each is set to Region, this means a count of two applies to every region within Agency 5. Furthermore, in addition to Agency 5, suppose Region 4 and Region 5 are also selected in Target Filter Category, and Count for Each is set to Region...this means the default count of two applies to Region 4 and another count of two applies to Region 5.

Similar logic applies to Count for Each Specialty with no Filter Target categories supplied, this means a count of two people that have any specialty – this includes people without a specialty because their Specialty is flagged as <none>. Use Target Filters to further limit which specialties the count applies to.

For example, suppose that Category in Target Filter is set to Specialty. French, and Spanish are selected in Target*. This means two “French and Spanish” speakers; not two of each.

To configure two French, and two Spanish speakers you will need two Dynamic Leave Thresholds to denote a count for each of the specialties.

Additionally, people associated with multiple specialties and groups in their profile subtract to the value in Count for each one of their specialties and groups. For instance, suppose Joe is bilingual, he speaks Spanish and French. You have a Dynamic Leave Threshold targeting Spanish speakers, and another Dynamic Leave Threshold targeting French speakers. Both Dynamic Leave Thresholds have the Default Threshold set to 2. Joe contributes to both Dynamic Leave Threshold counts because he has both the Spanish and the French specialty attributes in his Profile.

Count Method Example

Example:Vacation (V), Timeframe 7AM-11AM

Count Each Instance means the V code count is three because there are three instances of vacation encompassing the time frame target.
Count Full Overlaps means the V code count is two because only two people are off concurrently.

Example: In the image below, Count Full Ovelaps means the vacation code count is three because three people are on vacation from 8:30M-9AM.

Specialty with Count Full Overlaps and Count for each set to 2. Means people with multiple specialties contribute towards the applicable specialty count. The dotted line shows areas available for time off for that specialty.