Schedule Partner

Schedule Partners allow administrators to group organization units or job classes together to help create the list of the most qualified employees on the Current Staffing Overview.

For job classes, create the schedule partner record and select a group of job classes that are considered "like jobs" for scheduling. For example, the RN1, RN2, and RN3 job classes are all considered partners in the RN Schedule Partner group.

For organization units, create the schedule partner record and select a group of organization units that are considered 'like units' for scheduling. For example, the Critical Care, ICU and Surgery units are all considered partners in the CC Schedule Partner group and the five Med Surg units make up a single Med Surg Schedule Partner group.

Category

The type of Schedule Partner group. (Organization Unit or Job Class)

Code

The short, alphanumeric name or abbreviation identifying this Schedule Partner record.

Description

The full label describing this Schedule Partner record.

Tier Level

Used to rank similar organization unit schedule partners. (Not used for job class schedule partners)

Example

Departments A, B, and C are Med-Surg units and are set up as schedule partners with a Tier Level of 1. Departments D and E are Critical Care units and also are schedule partners with a Tier Level of 1. In high-need/low-staff situations, employees from Critical Care can float to Med-Surg (and vice versa). To enable this ability on the Current Staffing Overview screen, a third schedule partner group is created. This new group of schedule partners includes all departments A - E and has a Tier Level of 2. In this example, the Qualified Staff on the Current Staffing Overview will look at Tier Level 1 first, then Tier Level 2, for qualified staff.