Staffing Plan

The Staffing Plan is the Staffing Template applied to a specific date range (such as a Schedule Period) and then adjusted for current conditions, such as high or low census.

The Staffing Template is set up first and indicates the baseline staffing levels needed for each organization unit. These staffing needs are set up for each combination of profile and coverage period. Once created, you use the Staffing Template to supply the initial data for the Staffing Plan, which uses the Staffing Template's needs as a starting point and then updates the needs based on current conditions.

Tasks

Manually apply a template to the Staffing Plan

An existing Staffing Template can be applied manually to the Staffing Plan. This depends on how an organization unit indicator is set. If set to apply a template automatically, you do not need to complete this section. For information about the organization unit indicator, see Set up staffing needs.

Applying a Core Staffing Template manually can be done from two areas: Staffing Plan screen or Schedule screen.

Staffing Plan screen

To manually apply a Staffing Template to a Staffing Plan, complete the following steps.

1. Navigate to Actions > Scheduling > Staffing Plan.

2. Enter the appropriate parameters to open the organization unit's existing Staffing Plan.

3. Click Apply Template.

4. In the Apply Staffing Template dialog box, enter or update the information in the fields.

   • The organization unit and date fields are already filled in.

   • Staffing Template Code - the identification code of the Staffing Template to load to the time frame indicated by the Start Date and End Date

   • Start Week - indicates which week of the Staffing Template to load to the first week of the Staffing Plan

5. Click Save.

   The Staffing Template is applied. The template values are assigned to specific dates and replicated to fill the entire scheduling time frame. For example, if the Staffing Template was for two weeks, the template is replicated two times to create a four-week schedule, or replicated three times to fill a six-week schedule.

Schedule screen

To manually apply a Staffing Template from the Schedule, complete the following steps.

1. Navigate to Actions > Scheduling > Schedule.

2. Enter the appropriate parameters to open the Schedule screen.

3. In the Tasks menu, select Apply Staffing Template.

4. In the Apply Staffing Template dialog box, enter or update the information in the fields.

   • The date fields are already filled in.

   • Staffing Template Code - the identification code of the Staffing Template to load to the time frame indicated by the Start Date and End Date

   • Start Week - indicates which week of the Staffing Template to load to the first week of the Staffing Plan

5. Click Save.

   The Staffing Template is applied to the Schedule screen. The template values are assigned to specific dates and replicated to fill the entire scheduling time frame. For example, if the Staffing Template was for two weeks, the template is replicated two times to create a four-week schedule, or replicated three times to fill a six-week schedule.

Make changes to a Staffing Plan

To make changes to a Staffing Plan, complete the following steps.

1. Navigate to Actions > Scheduling > Staffing Plan.

2. Enter the appropriate parameters to open the organization unit's existing Staffing Plan.

3. Click in a cell and update the staffing need value.

4. Click Save.

   The values can be modified to fit the scheduling needs of a particular scheduling time frame by adding or subtracting needs, profiles, and coverage periods. For example, if a holiday falls within a scheduling period, the staffing levels for that day may be adjusted without affecting the Staffing Template.

Concepts

Staffing needs by coverage period versus activity code

On some screens, you can decide how you would prefer to view staffing needs: by coverage period or by activity code. This means that the needs are first established on a staffing template and then appear on the various screens broken down by either coverage period or activity code. Your scheduling practices determine whether an organization unit is set up to view needs by coverage period or by activity code.

The following example illustrates a key difference between the modes.

Assumptions for this example:

• Three eight-hour coverage periods

• A need of four RNs per coverage period

With the coverage period mode, a scheduled eight-hour activity code overlaps a coverage period perfectly. The needs on the screen are decreased by one during the coverage period, from four to three. But what happens with a 12-hour activity code? One coverage period's need is decreased by one (from four to three) because eight hours of the activity code overlap it. The remaining four hours are removed from the next coverage period. But since the next coverage period is also eight hours in length, the subtracted four hours leaves half of a need, or 3.5.

While simple situations like this can be managed, if you have several different activity codes scheduled with different start times and lengths, the staffing needs can get confusing. For example, you might see a need of 2.13.

With the activity code mode, the activity codes are shown on the screens instead of the coverage periods. The needs always appear as whole numbers even when they cross coverage periods, eliminating the decimal values that can cause confusion. Using the previous example, a scheduled 12-hour activity code reduces the activity code's need by one (from four to three), even though it crossed into a second coverage period.

The following table explains whether the Staffing Plan or Core Staffing Plan populates the staffing needs for each area of the system.

Area	Staffing Plan	Core Staffing Plan
Balancing Grid on the Schedule screen	Yes	N/A
Activity Balancing Grid on the Schedule screen	N/A	Yes
Self Schedule screen*	Yes*	Yes*
Current Staffing Overview, Monthly View, and productivity reports (to show the budgeted needs and hours)	Yes	N/A

*This is set with an organization unit indicator and an activity code indicator. See Set up staffing needs.