Profile qualifications allow you to define levels of requirements that an employee must meet to be included on the Qualified Staff tab of the Current Staffing Overview. You define these levels starting with employees whose profiles match exactly and then defining successively larger groups of employees by relaxing the requirement restrictions.
Example:
You could set up Profile Qualifications for RNs in the ICU department as follows:
To fill RN vacancies in the schedule, you first want exact matches, then RNs from similar units (schedule partners), then RNs from similar jobs in dissimilar units (schedule partners), and then, in an emergency, any RN.
Set up Profile Qualifications
To set up profile qualifications, complete the following steps.
There may be several profile qualifications included with your system that appear on the screen.
Field |
Description |
Options |
Notes |
Description |
The label describing this record |
Any text |
This is the name of the qualification level that appears on the Qualified Staff tab. |
Point Value |
Used to compare and rank profile qualifications. Lower numbers rank higher (for example, 1 ranks higher than 5). |
Any numeric value |
This number does not have to be unique. If another like value exists, the two profile qualifications are grouped together. |
Licensed |
Determines whether only appropriately licensed employees be included |
Y or N |
Yes = Only employees who meet the license requirement of the profile and position will be selected No = Only employees who do not meet the license requirement of the profile and position will be selected |
Labor Distribution |
Determines which labor distributions to include |
None, Home, or Non-Home |
None = Labor Distribution is not used |
Float |
Determines whether to include float employees |
Y or N |
The selection for this field correlates to how an organization unit indicator was set in an earlier section (see Set the Organization Unit Indicators). Yes = Branch-level organization unit Staffing and Scheduling indicator: SS Standard 4 is set to A or B No = Branch-level organization unit Staffing and Scheduling indicator: SS Solution Standard 4 is set to N |
Organization Unit |
Determines which type of organization unit to include |
None, Schedule Partner, or Exact |
None = Organization Unit is not used Schedule Partner = Search in organization unit schedule partners Exact = Search only in the matching organization unit |
Tier Level |
Used to further rank similar schedule partners. Lower numbers rank higher (for example, 1 ranks higher than 5). |
Any numeric value |
For an explanation and example, see Create Schedule Partners. |
Job Class |
Determines which type of job class to include |
None, Schedule Partner, Exact, Position, or Profile |
None = Job Class is not used Schedule Partner = Search in job class schedule partners Exact = Search only in matching job class Position = Search for matching position permissions Profile = Search for matching profile permissions |
Ancestor |
Determines which organization unit level to search in |
None or any organization unit level |
None = Ancestor is not used Org Unit = Could be department only or entire facility |
Run the Schedule Qualifications process
Profile qualification changes are updated in the system at regular intervals. However, to see your changes prior to the next automatic update, run the Schedule Qualifications process.
Note: This process may take some time to complete, depending on several factors, such as the number of changes and server speed.
The process is started and a message appears stating that the job was successfully submitted. You can continue with other activities in the system.