Setting up Central Staffing

Edited

Overview

In the Manage Staffing page, you are able to see staffing levels across the house. Here is a link to a quick overview introducing the Manage Staffing page.

Configuring the Time Span

  1. Navigate to the Manage Staffing page.

  2. Click the View Settings button in the top right corner

  3. There is are a few choices under the Time Span header including 12hrs, 4hrs, and 8/4/4/8 hrs.

  4. To select the default time span, click the Set as default time setting button.

  5. To apply these settings, click the Apply Filters button at the bottom. You can also clear settings by clicking the Clear All button.

  6. You are now able to view the selected time span in the Manage Staffing page

Choosing which units to view

  1. Navigate to the Manage Staffing page.

  2. Click the View Settings button in the top right corner

  3. There are a few filters under the Filters header, where you can select the units that you would like to see in the Manage Staffing page

  4. To apply these settings, click the Apply Filters button at the bottom. You can also clear settings by clicking the Clear All button.

  5. You are now able to view the selected units in the Manage Staffing page. You can horizontally scroll to view

Viewing the manage staffing page

  1. Navigate to the Manage Staffing page.

  2. After customizing your settings in View Settings, you will be able to see your intended units and time spans in Manage Staffing

  3. In the top of the page, you’re able to select All to view day shift and night shift staffing, Day to just view day shift staffing, and Night to view night shift staffing

  4. You’re also able to navigate between the day by clicking the left and right arrows, or by clicking directly into the date itself

  5. You will be able to see each unit, and who is currently scheduled to work (staffing levels) per position under each unit. To view the selected individuals (eg. RNs, PCAs) working that day, click into the specific position to view their names