Assessment Period Report

This is a custom report, so not all companies have access to the report. The Assessment Period Report provides response rate information on employees an slots them in order, based on the number of callouts they accept. The assessment periods are always January 1 through June 30 and July 1 through December 31 for the response rate calculations. If the employee has not met a minimum callout consideration of 5 accepted callouts, ARCOS then looks back to previous periods and slots the employee into the report based on the assessment period in which they met the callout consideration criteria. It also allows you to specify compliance filters for minimum total callouts and a Max Periods to look back (period limit). You may sort by any of the columns in this report by clicking on sort in the column header.

See here for a definition of the columns in this report.

# Periods – this will indicate the number of Assessment Periods that ARCOS had to look for an employee to qualify for the minimum of 5 callout considerations.

Name – employee name (last, first).

Op Center – employee’s current home (Level 4) location.

Class – employee’s current classification

Status – employee’s current status (Active/Inactive/Delete).

Worked – number of callouts worked (credits) – as of NOW.

Not Worked – number of callouts not worked (charges) – as of NOW.

Total – Worked plus (+) Not Worked.

Percent – Worked divided by (/) Total.

Link – this will provide a link for users to drill down on availability records for individual employees.

Note: This report only displays closed callouts.

To Generate an Assessment Period Report

1. Click Availability on the Reports tab. The Availability Reports selection screen displays.

2. Click Assessment Period. The Availability Report - Assessment Period setup screen displays.

   

3. Select a Parent Company, Business Unit, Division, and OpCenter from their respective dropdown lists.

Note: You can click and drag or <Ctrl> + click to select multiple Parent Companies, Business Units, Divisions, or OpCenters.

4. Select a date from the Calendar Picker, if you wish to run the report for a different period than the one you are currently in.

Note: Assessment period ranges are January 1 through June 30 and July 1 through December 31. So your report will be based on the assessment period in which the date you  select here falls.

5. Select Above or Below and enter a number in the Total Callouts Compliance Filter field, if desired.

6. Enter a number in the Period Limit field if you wish to limit the number of periods that ARCOS looks back.

7. Click the Generate Report button, to display the report in the same window, -OR-

Click the Generate in New Window button, to leave the current window open and display the report in a new window, -OR-

Click the Reset button, to clear currently selected search criteria and return the selector to default settings, -OR-

Click the Save button, to save the report. See Saving a Report for more information on this functionality.

See here to view an example of an Assessment Period Report.

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*Note: Not all companies have all of the items described in the Online Help.

*Please note, the ARCOS online documentation is a living document that is always under review. If you see information that is inconsistent with the behavior in the application, or you do not see a page covering an ARCOS feature you would like to know more about, please contact the ARCOS Support Center.