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tech stack rank

Jun 11th, 2015
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  1. Tech Stack Ranking
  2. CS Data
  3. • Scheduler – Reports – Operations – Customer Survey Result
  4. • Copy/paste into CS Data tab
  5. • Convert the number from the “How likely is that you would recommend our serv” column text to number
  6. • Copy/Paste formulas down
  7. • Add Month in Column A
  8. NPS Tech Stack Tab
  9. • Pivot off of CS Data tab
  10. o Report Filter: Month
  11.  Filter on Current Month Only
  12. o Row Labels: Tech
  13. o Values
  14.  Count of Case ID
  15.  Sum of Detractor
  16.  Sum of Neutral
  17.  Sum of Promoter
  18.  Sum of Response
  19. o Copy/Paste % caluclations
  20. • Hardcode the pivot table
  21. • First sort table by Response %
  22. o Do not include “Blank” techs or Grand Total
  23. o If their response rate is less than 70% highlight in red
  24. • The sort the pivot not highlight in red by NPS Score
  25. • Rank the non-red part of the pivot table by NPS Score (see rank formula used in previous month)
  26. • Then Rank the red part of the pivot by NPS Score (see rank formula used in previous month)
  27. • Above the Rank – calculate the Mid Score (See formula used in previous month)
  28. • Currently I have to manually bring in the employee ID’s but our programmer for scheduler is adding employee id to this report so we will no longer have to do that. He said it should be completed sometime the week of June 7th.
  29. Tech Weekly Hours
  30. • Scheduler – Reports – Operations – Tech weekly hours
  31. • Timeframe is for 2 week periods
  32. • Copy/Paste into Tech Weekly Hours Tab
  33. • Convert everything to numbers
  34. • Add two columns
  35. o Payperiod – which is the title from the report that gives the dates
  36. o Month – add current month
  37. On Time %
  38. • Pivot off the Tech Weekly Hours Data
  39. o Report Filter: Month –filter on current month
  40. o Row Labels: Tech Name & UHSid
  41. o Values: Sum of Cdays, Sum of OnTime
  42. • Hardcode pivot table
  43. • Add % on time calculation – see previous month
  44. • Sort % on time – largest to smallest
  45. • Rank – see calculation from previous month
  46. • Above the rank – calculate the mid score (see formula used in previous month)
  47.  
  48. Productivity Tab
  49. • Reporting Central – Surgical Services Reports – Quality Indicators
  50. o Parameters – current month
  51. o Region & Division – Empty
  52. o District & Technologist – Null
  53. • Use this as the base for summary
  54. • Copy/Paste into Productivity tab
  55. • Convert employee ID to number
  56. • Sort by % of applied time (largest to smallest)
  57. • Rank – see formula in previous month
  58.  
  59. District Growth
  60. • I will save a file called “Matt Pivot” to your folders that you will use to calculate this
  61. • Pivot off of the “Matt Pivot” Data
  62. o Row labels: UHSSSDISTRICT
  63. o Column Labels: Month – filter on Current Month and PY Month (ex. Apr 2015 & Apr 2014)
  64. o Values: Count of CaseID
  65. • Remove Grand Total
  66. • Hardcode Pivot table
  67. • Add Growth calculation- see previous months calculation
  68. • Sort by Growth % - largest to smallest
  69. • Rank – see previous months calculation
  70. • Abot the rank calculate the mid score – see previous months calculation
  71.  
  72.  
  73. Stack Rank
  74. • Copy headers from previous month and paste in between last month and YTD data
  75. • Copy/Paste Technician and Employee ID from the “Productivity tab”
  76. • Vlookup the district based on the employee ID from the “Look Up” tab
  77. o If N/A:
  78.  I will save a file called “Qualified Earnings” for you to view
  79.  Try vlookuping by employing id to bring in district
  80.  In this file you will be able to see the “Job Profile” or title. If it says ESWL Specialist add this to the lookup list and input “Removed” into the district because we only want to look at Laser Technicians
  81.  If you still cannot find the employee contact me and I will look in workday
  82.  Once you have found the correct district for these N/A’s add them to the lookup list
  83. o Once all Districts are populated, in the column to it’s right use the formula =left(select district immediately to it’s left, 3)
  84. o This will give you just the number to the district – we’ll use this for the district growth vlookup
  85. o Hardcode these and convert to number
  86. • Filter on the “District” to only see “REMOVED” items
  87. o Delete this lines
  88. • Sort by District to remove the blank spaces
  89. • NPS
  90. o Vlookup based on employee ID into NPS Tech Stack to bring in Ranking
  91. o Add “IFERROR” to formula to say if there is an error return the “Mid Score”
  92.  See formula in April
  93. • Productivity
  94. o Vlookup based on employee ID into Productivity tab to bring in Ranking
  95.  
  96. • District Growth
  97. o Vlookup based on the district number into the District Growth tab to bring in Ranking
  98. o Add “IFERROR” to formula to say if there is an error return the “Mid Score”
  99.  See formula in April
  100.  
  101. • Total Score
  102. o Sum the Rankings of NPS, On Time, Productivity, District Growth
  103.  
  104. • Sort by Total Score – smallest to largest
  105. • Color code base on Ranking
  106. o Top 25% are in Green
  107. o Middle 50% are Yellow
  108. o Bottom 25% are in Red
  109.  
  110. • YTD Stack Rank
  111. o Add any new technicians from current month that are not on the YTD Summary
  112. o Insert column for new month between previous month and Avg
  113. o Vlookup based on employee ID to bring in the current month ranking
  114. o Adjust average to include YTD data
  115. o Sort by average rank – smallest to largest
  116. • Color code base on Ranking
  117. o Top 25% are in Green
  118. o Middle 50% are Yellow
  119. o Bottom 25% are in Red
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