Staffing Requirement Templates

Staffing Requirement Templates (SRT) let you define the mixture of shifts to be scheduled. There is no limit to the number of templates that you can create. An individual scheduling period can be comprised of multiple schedule templates. These templates let you manage the holiday and seasonal changes in staff that are required at any particular date.

The SRT feature lets you specify the amount of staff that are required for each combination of jobs and day parts for a given team. The level of required staff can be specified in terms of headcount. This defines how many employees are required to cover a particular day part. The level of required staff can also be specified by the number of employee hours that are required to cover the day part.

For each of the job-day part-workload requirements, you can further define the types of skills necessary to fulfill the requirement. For example, for any day in a SRT, you can specify that 5 RNs are required for the DAY day part. For those 5 RNs, you can also specify that they all require the ACLS skill. As well, you can also specify that 1 of the 5 RNs should have a FRENCH skill.

The end result is that the SRT becomes a matrix of the jobs, skills, and day parts that are required to staff a unit. SRTs can be used to generate required workload to display in the scheduling screens and compare to shift assignments to determine staff coverage. Shift Templates (ST) that are created from the SRT display the requirements for each job in each day part, in headcount or hour units.