Scheduler Configuration - Revision history

Deb at 14:16, 20 February 2017

2017-02-20T14:16:50Z

Deb: /* Base Schedules */

2015-11-23T18:12:13Z

‎Base Schedules

Deb: /* Budget */

2015-11-23T18:11:42Z

‎Budget

Stage at 19:21, 12 May 2015

2015-05-12T19:21:14Z

Stage at 12:39, 12 May 2015

2015-05-12T12:39:25Z

Stage at 04:34, 12 May 2015

2015-05-12T04:34:07Z

Stage at 03:39, 12 May 2015

2015-05-12T03:39:42Z

Stage at 00:12, 12 May 2015

2015-05-12T00:12:51Z

Stage: /* Employee Schedule Pattern */

2015-05-12T00:02:40Z

‎Employee Schedule Pattern

Stage: /* Scheduler Periods */

2015-05-11T23:23:15Z

‎Scheduler Periods

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 # The items with each labor level (RN, LPN, CNA and 1st, 2nd and 3rd Floor).
-In the software we would designate the Nurse Type to be the Budget Group Labor Level, and the Floor to be the Floor / Unit Labor Level. This designation is done in the [[System Configuration#Labor Level Designations|System configuration, Labor Level Designation ]] tab. Two labor levels are the minimum required to use the scheduler. There is one more level that is required when you need more than one scheduler in your software. If for example you want to schedule your nursing, dietary and housekeeping staff in three distinct groups then you would need to add a labor level for this and define this as the Scheduler Labor Level in the [[System Configuration#Labor Level Designations|System configuration, Labor Level Designations]] tab.
+In the software we would designate the Nurse Type to be the '''Budget Group Labor Level''', and the Floor to be the '''Floor / Unit Labor Level'''. This designation is done in the [[System Configuration#Labor Level Designations|System configuration, Labor Level Designation ]] tab. Two labor levels are the minimum required to use the scheduler. There is one more level that is required when you need more than one scheduler in your software. If for example you want to schedule your nursing, dietary and housekeeping staff in three distinct groups then you would need to add a labor level for this and define this as the Scheduler Labor Level in the [[System Configuration#Labor Level Designations|System configuration, Labor Level Designations]] tab.
 === Department ===

@@ Line 124: / Line 124: @@
 For example, Employee A is placed in the CNA budget group, the CNA budget group is linked to the Nursing base schedule group, the Nursing base schedule group has three schedules, each schedule is assigned to a different shift / sub shift. When you click on the Shift drop down in this employee's [[Employee Scheduling#Schedule Patterns|Schedule Patterns]] tab, the drop down will contain the same three choices that you see in the base schedules.
-== Budget == To Be DELETED
+== Budget ==
 The budget defines your desired staffing levels based on the day of week, the shift, and the labor levels that you defined to be the budgetary levels. Here is a sample budget:

@@ Line 124: / Line 124: @@
 For example, Employee A is placed in the CNA budget group, the CNA budget group is linked to the Nursing base schedule group, the Nursing base schedule group has three schedules, each schedule is assigned to a different shift / sub shift. When you click on the Shift drop down in this employee's [[Employee Scheduling#Schedule Patterns|Schedule Patterns]] tab, the drop down will contain the same three choices that you see in the base schedules.
-== Budget ==
+== Budget == To Be DELETED
 The budget defines your desired staffing levels based on the day of week, the shift, and the labor levels that you defined to be the budgetary levels. Here is a sample budget:

← Older revision		Revision as of 19:21, 12 May 2015
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	If your software contains multiple facilities then you automatically get a scheduler per facility by designating the facility labor level as the Scheduler Labor Level in the [[System Configuration#Labor Level Designations\|System configuration, Labor Level Designations]] tab. If you want to have multiple schedulers per facility then you will need to add a labor level. The items within this labor level would be named in this manner:		If your software contains multiple facilities then you automatically get a scheduler per facility by designating the facility labor level as the Scheduler Labor Level in the [[System Configuration#Labor Level Designations\|System configuration, Labor Level Designations]] tab. If you want to have multiple schedulers per facility then you will need to add a labor level. The items within this labor level would be named in this manner:
−
−	\|}

	{\| class="wikitable"		{\| class="wikitable"

@@ Line 1: / Line 1: @@
 {{Under Construction}}
-'''TO DO'''
+<!-- '''TO DO'''
 * Labor Levels
 * Scheduler Periods
-* Base Schedules (linking)
+* Base Schedules (linking) - "OFF"
 * Budget / Build Date - Base Schedule and Scheduler Periods must show in the budget
-* Schedule Patterns - place employees into budget group, users should place in home floor
+* Schedule Patterns - place employees into budget group, users should place in home floor - "OFF", order with default first
 * Planned Absences - schedule status types (planned versus day of)
 * Employees into Scheduler
 * Delete Schedules
 * Scheduler Groups / Budget Groups
-* Scheduler Screen
+* Scheduler Screen - use prior, columns, filter, group, colors (if they clash with shifts).
 * Daily Staffing - markup, sheet name, fit to page
-* Monthly Schedule - monthly sheets, assigning budgets
+* Monthly Schedule - Use Monthly Schedule Sheets, monthly sheets, assigning budgets
 * Build Schedules
-* Display Scheduler
+* Display Scheduler -->
 This is a step by step guide for configuring the [[Scheduler]]. Detailed instructions on setting up the items needed for scheduling will be on the page dedicated to the configuration of that item. This step by step guide provides the links between each step.

← Older revision		Revision as of 03:39, 12 May 2015
Line 1:		Line 1:
	{{Under Construction}}		{{Under Construction}}
		+
		+	* Labor Levels
		+	* Budget / Build Date
		+	* Scheduler Periods
		+	* Base Schedules (linking)
		+	* Schedule Patterns
		+	* Planned Absences
		+	* Employees into Scheduler
		+	* Delete Schedules
		+	* Scheduler Groups / Budget Groups
		+	* Scheduler Screen
		+	* Reports (Daily / Monthly), named ranges
		+	* Build Schedules
		+	* Display Scheduler

	This is a step by step guide for configuring the [[Scheduler]]. Detailed instructions on setting up the items needed for scheduling will be on the page dedicated to the configuration of that item. This step by step guide provides the links between each step.		This is a step by step guide for configuring the [[Scheduler]]. Detailed instructions on setting up the items needed for scheduling will be on the page dedicated to the configuration of that item. This step by step guide provides the links between each step.

@@ Line 1: / Line 1: @@
 {{Under Construction}}
-This is a step by step guide to configuring the [[Scheduler]].
+This is a step by step guide for configuring the [[Scheduler]]. Detailed instructions on setting up the items needed for scheduling will be on the page dedicated to the configuration of that item. This step by step guide provides the links between each step.
 == Labor Levels ==
@@ Line 170: / Line 170: @@
 == Planned Absences ==
-Planned days off are entered as soon as they are known. This eliminates manual changes to your schedules. When the schedules are built, the employee is not assigned a schedule if they are in a planned absence. Instead, they are given a placeholder in lieu of the schedule.
+In the [[Schedule Status Types Configuration]], you can add the choices that you want to see in the [[Employee Scheduling#Planned Absences|Planned Absences]] tab and in the [[Scheduler]] by selecting Display At Planned Absence Level and/or Display At Scheduler Level. Generally, you want to limit that the attendance issues that occur "day of" like Called Sick are not available to select in the planned absences, while the planned attendances like Vacation are not available to select in the [[Scheduler]].
-== Replacements ==
+You should encourage the users to enter the planned days off are entered as soon as they are known. This will also eliminate the scheduler user from forgetting to remove the employee off the schedule.
-−
-As a schedule moves between employees and the available pool, history is maintained. This allows the software to be able to display replacement information.
-−
-== Building Schedules ==
-−
-Builds the schedules for the selected scheduler period and selected budgetary labor levels. The schedules are assigned to the employees who have a matching schedule pattern. Schedules that remain unassigned are available to assign manually.
-−
-== Available Schedules ==
-−
-After the schedules are built, those schedules that remain unassigned are known as the available schedules, because they are available to be assigned to employees.
-−
-== Scheduler Grid ==
-−
-Displays the schedules for each employee within the scheduler period. The grid uses color and text to provide information about where and when an employee is working. The scheduler grid includes schedule totals and available schedules. Move schedules between employees, between an employee and the available pool, and between the available pool and an employee. Filter, sort, and search the information displayed in the grid.
-−
-== Reporting ==
-−
-Use reports throughout the scheduling process. Examples of reports include:
-−
-* Pinpoint where the employee's schedule patterns do not match the employee's shift level.
-−
-* Show where budgetary hours and schedule hours are not aligned.
-−
-* Highlight where schedule patterns exceed budget and therefore would leave some employees unscheduled although their schedule pattern defines them as working.
-−
-* Display the schedule pattern projected as a master schedule considering employee status and planned absences.
-−
-* Give employees a one-page calendar view of their schedules.
-−
-* Post monthly schedule reports, so that employees can see when they are working.
-−
-* Replacement and daily staffing reports.
-−
-* Placeholder reports.
-−
-* Employee contact information such as a phone list.

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 == Employee Schedule Pattern ==
-Define when the employee works on a regular basis. This is also known as the Master Schedule. The schedule pattern can be a single or multi-week pattern and allows you to define the day of the week, the week number, the shift, and the labor level placement.
+Schedule patterns can be entered on an employee once the employee is assigned to a budget group, and that budget group is linked to a base schedule group. The base schedules that belong to the base schedule group will appear as choices in the Shift column drop down.
 == Planned Absences ==

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 == Scheduler Periods ==
-Defines a start and end date for each of your scheduler periods. Typically, this is from 1 week to 8 weeks in length.
+Your scheduler periods will typically be from 1 week to 8 weeks in length. They can also be calendar month based. If you defined Scheduler Labor Levels then you can use different scheduler periods with each Scheduler Labor Level, e.g. Nursing schedules 4 weeks at a time, while Dietary works one week at a time. You create the relationship between a scheduler and a scheduler period group in the [[System Configuration#Labor Level Assignments|System configuration / Labor Level Assignments]] tab.
 == Employee Schedule Pattern ==