Setting up the Staffing Matrix

Use the Suggested Staffing matrix maintenance form to create a matrix combination that retrieves suggested staffs based on the census data. You can configure the suggested staff based on day part, team, job, and duration for a range of censuses.

You can also import the data rather than adding it manually. See Importing Suggested Staffing Matrix data.
Note: The Suggested Staffing matrix maintenance form must be configured for the suggested staffing numbers to display on the central staffing page.
  1. Navigate to Scheduling > Multi-view Scheduler > Advanced Settings > ES Data Definitions > Suggested Staffing.
  2. Click Create New Entry.
  3. On the Suggested Staffing - Details page, specify this information:
    Team
    Use the drop-down to specify the team.
    Job
    Use the drop-down to specify the job.
    Day Part
    Use the drop-down to specify the day part.
    Min Value
    Provide the minimum census number. Use whole numbers only.
    Max Value
    Provide the maximum census number. Use whole numbers only.
    Suggested Staff
    Provide the number of staff required for the value range entered. Use numeric values with a maximum of two decimals.
    Effective Start Date
    Select an effective start date.
    Effective End Date
    Select an effective end date. The end date must be greater than or equal to the start date. The start date and end date may be the same.
    Note: If no date is entered, the default value is 01/01/3000.
  4. Click Save.
Each form must contain unique information. If you create a form with duplicate data, the system returns an error message.