In this Article
- Productivity Graph on your Dashboard
- Productivity Workbook
- Productivity Reports
- Setting up Productivity as an Administrator
Productivity Graph on your Dashboard
On your dashboard, you will see a chart of your productivity for the current month. The percentage is your total face-time (allowable and unallowable case notes) over total working hours. There is also a setting to include General/Admin/Documentation/Travel time in this calculation as determined by your agency. Green means you beat your productivity goal for the day, while red means you did not.
Note: This chart is not exact. For an exact Productivity Calculation see: Productivity Workbook
To get to the Productivity Workbook click on Case Notes and then depending on your permission level, TCM.
Once there, click on Review Notes. Enter start date and end date for requested timeframe. Your supervisor will indicate how frequently this report needs to be ran. Example: 1/1/21-1/7/21, 1/1/21-1/31/21. Then click the arrow next to Apply Filter to pick Productivity Workbook.
This will download the Productivity Workbook to your Downloads (or other default) folder. At the bottom left of your screen you will see the spreadsheet. Click on it to open it.
When the spreadsheet is open, click on Enable Editing in the yellow bar at the top if it pops up. This will allow you to make changes to the spreadsheet.
At the bottom of the spreadsheet there will be two or more tabs depending on the date range entered: Summary and the dates you entered specifically. If the dates you entered span two or more months, the spreadsheet will break them down into monthly tabs. The Productivity Workbook will pull the number of case note minutes, General/Admin Time and TCM units entered in Brittco.
In this spreadsheet, you will need to enter the Hours Worked for the date range you selected. If you entered more than one month for the date range, you will need to add the Hours Worked for each month (tabs at the bottom). You should only enter the time you worked. Do NOT include time off or other benefit leave in your Hours Worked. The other fields contain formulas that you do not need to alter.
Once you add the number of hours worked, Cell E2 will calculate the Minutes Worked and Units Worked in G2. And finally, the productivity percentage and units’ productivity will calculate.
Once done, click on File and Save As. Choose your file destination and save your file. From there you can forward on to whomever needs to see it.
You can also run reports on your Productivity. In the Reports section -> Targeted Case Management there are two reports. Which one to use depends on your agency’s configuration:
In these reports you can choose your date range and either Summary view or Full Detail. Summary will give you the average productivity over the date range entered and Full Detail with give a breakdown by day. Reminder: These reports are still working on the global settings entered by your administrator and will give an approximation of your productivity.
Setting up Productivity as an Administrator
An administrator at your county has the ability to configure the three assumptions made: working hours in a day, target percentage, and whether or not to include Admin Time. This is done through the Account Settings area which can be accessed by clicking on the down arrow next to your county board's name in the top left hand corner of the screen. The default values are as shown below:
There are three settings in the Productivity Assumptions that Administrators can modify.
- Working Hours in Day
- Target Percentage
- A check box to include Admin Time in the Productivity Calculations
Once these settings have been entered, the Productivity widget on the dashboard can then calculate an approximate percentage.
The option to override the system setting for your Agency’s Productivity requirements can be done on an employee-by-employee case if necessary. Choose the staff member from the Staff screen and click on Actions -> Edit Settings
On this screen you can override the system settings by assigning personal productivity requirements that will only affect the specified staff member. Once this is entered and saved, it will use these requirements to calculate productivity.