Adjusting the Staffing Plan/Core Staffing Plan for Holidays

The Staffing Plan or Core Staffing Plan can be adjusted to change the staffing requirements on Holiday dates. This method can be used in departments where the staffing requirements are higher or lower than usual on holidays.

To adjust the staffing needs in the Staffing Plan, complete the following steps:

1. From the Actions section>Scheduling card, open the Staffing Plan screen.

   Note: This screen can also be opened from the Actions section>Scheduling card>Schedule screen. Click on the Open Staffing Plan button in the left pane.

2. Enter the Organization Unit of the schedule to be modified.

   Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.

3. Enter the Start Date and the End Date of the schedule to be modified.

   The last day of the time frame to apply this staffing template. If a default scheduling period is selected from the right pane, the Start Date and End Date fields are automatically loaded.

   The first day of the time frame to apply this staffing template. If a default scheduling period is selected from the right pane, the Start Date and End Date fields are automatically filled.

4. If a Default staffing template was selected, those values are automatically loaded.

   Indicates whether this staffing template is the default template to be assigned to this organization unit (Yes/No). If a Default template is assigned, that template automatically loads when the schedule is opened for the organization unit.

   Note: The Default Staffing Template values are used for the Budgeted Hours and Costs in the Productivity Report.

5. If no default was selected, or to change the Staffing Template loaded, click on the Apply Staffing Template button and enter the required information to select a template.
6. The grid is displayed showing the profile and coverage period, and the staffing needs set for each day.
7. To change any of the required staffing level values for any days, highlight the cells and type in the new staffing values in whole and decimal numbers. Note: This is the number of staff needed, not an FTE (full time equivalent) value. If the coverage period is for 12 hours, this value means the number of staff required to work a 12-hour shift.
8. To change any of the required profile codes for the entire selected date range, click on the down arrow to the right of the profile field and select a new profile.
9. To add new profile/coverage period combinations to the plan, complete the following steps:
   1. Click on the bottom line of the staffing plan, next to the asterisk.
   2. Select a profile from the drop-down menu to the right of the field.
   3. Select a coverage period from the drop-down menu to the right of the field.
   4. Enter the staffing needs for each day of the entire scheduling period displayed.
10. To delete an entire line in the staffing plan, complete the following steps:
    1. Click on the gray cell to the left of the line. The entire line is highlighted.
    2. Select the <Delete> key on the keyboard.
    3. A message appears verifying the deletion should continue. Select Yes.
11. When modifications to all fields have been completed, click on the Save button.
12. These new values are automatically loaded to the Needs grid.

    Note: To cancel the transaction, click on Hide Open Staffing Plan.

To adjust the staffing needs in the Core Staffing Plan, complete the following steps:

1. From the Actions section>Scheduling card, select Core Staffing Plan.
2. Enter the Organization Unit information.

   The organization unit to apply this core staffing template to. This information is defaulted from the Core Staffing Plan search screen and cannot be changed.

3. Enter the Start Date and End Date of the scheduling date range.

   The last day of the time frame to configure the core staffing plan. If a default scheduling period is selected from the right pane, the Start Date and End Date fields are automatically filled.

   The first day of the time frame to configure the core staffing plan. If a default scheduling period is selected from the right pane, the Start Date and End Date fields are automatically filled.

4. If a Default core staffing template was selected, those values are automatically loaded.

   Determines whether this record is the default core staffing template, which is automatically loaded to the core staffing plan screen (Yes/No).

5. If no default was selected, or to change the Core Staffing Template loaded, click on the Apply Core Staffing Template button in the left pane to open the information to select a template.
6. To change any of the required staffing level values for any days, highlight the cells and type in the new staffing values in whole and decimal numbers. Note: This is the number of staff needed, not an FTE (full time equivalent) value. If the coverage period is for 12 hours, this value means the number of staff required to work a 12-hour shift.
7. To add new profile/activity code combinations to the plan, complete the following steps:
   1. Click on the bottom line of the plan next to the asterisk.
   2. Select a profile from the drop-down menu to the right of the field.
   3. Select an activity code from the drop-down menu to the right of the field.
   4. Enter the staffing needs for each day of the entire scheduling period displayed.
8. To delete an entire line in the staffing plan, complete the following steps:
   1. Click on the gray cell to the left of the line. The entire line is highlighted.
   2. Select the <Delete> key on the keyboard.

A message appears verifying the deletion should continue. Select Yes.

When modifications to all fields have been completed, click on the Save button.

Note: To reload the original staffing values after the updates have been saved, click on the Apply Staffing Template button in the left pane. Enter the start and end dates of the date range to be restored and the staffing template code to be loaded. For more information, see Apply Staffing Template.