Departments: General Info.  

Disable

Checkbox - Disable department no longer in use.

Identifiers

Facility:

Facility Name - Cannot be edited

Dept. Code:

Text Field - Department cost center number

H.R. Dept. Code

Text Field - HR department number.

Dept. Description:

Text Field - Department name

Scheduling

Default Schedule Format:

Drop-down - Choose Facility Default, Compressed, or Expanded schedule views.

Use Facility Custom Fields

Inserts additional columns into the Department Scheduled based on the Facility configurations. 

Department Custom Fields

If the department chooses not to use the Facility custom fields, they may configure their own. 

Disable Self Schedule:

Checkbox - When selected, prevents employee self-scheduling during the Schedule Plan phase.

Disable Tiered Scheduling

Tiered Scheduling determines when groups of employees may begin self-scheduling. Groups can be created based on employee seniority and type.

Minimum End Plan Sheet Phase Deadline Value (days)

Setting for the number of days prior to the schedule start date in which the plan sheet phase must be complete.

End Plan Sheet Phase Deadline value (days)

Department setting for the number of days prior to the schedule start date in which the plan sheet phase must be complete. This number may not be lower than the minimum set above. 

Limit Scheduling to Target:

Checkbox - Limits the number of staff who can self-schedule based on the forecast census and skills staffing matrix.

Credential Tracking Status

Drop-down - Select the Facility Default credential tracking setting or choose Off, Block or Warn.

Days Before Credential Expires Block/Warn:

Drop-down - Select the number of days prior to credential expiration to display warnings or  block the employee from being scheduled.

Enable Employee Unavailability

When this option is selected, departments may choose to allow employees to self-schedule beyond their FTE commitment. 

The default setting is Enabled. 

Maximum Unavailable Days per Schedule Period*

Enter the maximum number of days per schedule period that an employee can designate themselves as unavailable. 

The default is 4 Days

Weekend Self-Scheduling*

Requires employees to meet all weekend work requirements when selecting shifts during the self-scheduling period.

When enabled, users can select the minimum number of weekend shifts for each employee type. Default settings are Core = 4, WPS = All, PRN and Contract Labor = 0.

Weekend Self-Scheduling by Employee Type*

When Weekend Self-Scheduling is enabled, users can select the minimum number of weekend shifts for each enabled employee type. Click View Settings to see the list of enabled employee types and weekend shift options.

Default settings are Core = 4, WPS = All, PRN and Contract Labor = 0.

Enable Self-Scheduling to Commitment*

If enabled at the Facility level, departments may choose to require employees to meet all scheduling period commitments before submitting shift requests during the self-scheduling period.

If this setting is disabled at the facility level, it cannot be activated for department employees.

Default setting is Enabled.

Enable Self-Scheduling Beyond Commitment*

If enabled at the facility level, departments may choose to allow employees to self-schedule beyond the overtime threshold.

If this setting is disabled at the facility level, it cannot be activated for department employees.

Default setting is Disabled.

Redirect Staff to MyScheduler*

When enabled, staff employees who log into Facility Scheduler will be automatically redirected to MyScheduler. 

* MyScheduler Configuration Settings

Shift Trading

Enable Auto-Approval of Shift Trades *

When enabled, employee shift trades will be automatically approved and scheduled when the shifts being traded meet the following rules: Same Department, Same Skill, Same Shift, and Same Part of Day.

Default setting is Enabled.

Auto-Approve Shift Trade Rules *

All rules must be met for a shift trade to be auto-approved. Same Department, Same Skill, Same Shift Duration, Same Part of Day.  

* MyScheduler Configuration Settings

Interfaces

Enable Import from Time/Attend:

Checkbox - Allow information to be imported from a Time and Attendance system.

Enable Export from Time/Attend:

Checkbox - Allow information to be exported from a Time and Attendance system.

Staffing Grid Interface:

Drop-down - Set interface actions for staffing grid.

Volume Forecasting Interface:

Drop-down - Set interface actions for volume forecasting.

Accounting Unit:

Text Field * - Enter the department's unit of service on staffing matrix.

* When approved staffing grid templates are received from ISAS, the Unit of Service Label will be automatically updated to display the Department Stat Description from ISAS/SG. The Unit of Service Label field will be set to read-only when label text is received from ISAS/SG.

Accounting Unit:

Text Field - Unit of Accounting.

Include in Scheduling Excellence Reporting:

Checkbox - Include department in Scheduling Excellence Analytics reporting. Limited by client.

Secondary Associations 

Home Department Staff Settings

Options

Staff Assignment to Secondary Departments

Determines when your home department staff can self-schedule in their secondary departments.

-  Yes, without restrictions (Default)
-  Yes, after home department’s schedule is posted
-  Yes, after FTE obligations have been met

Staff May Self-Schedule in Secondary Departments

Determines if your home department staff can self-schedule in their secondary departments. 

 Yes (Default) / No

Staff May Request Open Needs in Secondary Departments

Determines if your home department staff can fill open needs in their secondary departments.

-  No
-  Yes, without restrictions (Default)
-  Yes, after FTE obligations have been met

Staff May Receive Trade Assignments in Secondary Departments

Determines if your home department staff can accept shift trades in their secondary departments.   

Yes (Default) / No

Staff Assignment to Secondary Departments

Allows staff to establish a secondary association to your home department. 

-  Yes, without restrictions (Default)
-  Yes, after home department’s schedule is posted
-   Yes, after FTE obligations have been met

Staff May Self-Schedule in Secondary Departments

Allows secondary staff to self-schedule in your home department, but only if they have complied with all of their department restrictions.    

Yes (Default) / No

Staff May Request Open Needs in Secondary Departments

Allows secondary staff to request open needs in your home department, but only if they have complied with all of their department restrictions.   

-  No
-  Yes, without restrictions (Default)
-  Yes, after FTE obligations have been met

Staff May Receive Trade Assignments in Secondary Departments

Allows secondary staff to trade shifts with employees in your home department, but only if they have complied with all of their department restrictions.     

Yes (Default) / No

Needs

Automatically Generate Open Needs

Default setting is Yes. 

Scheduled Daily

Generates and posts needs daily.

When Commitment Is within Range

When enabled, the user can enter a variation to the commitment target. The default setting is +/- 0.0500.

When Professional Commitment is within Range

When enabled, the user can enter a variation to the professional commitment target. The default is +/- 0.1000.

When a Schedule is Posted

Default setting is Yes.

When a Staffing Grid Changes

Generate open needs when a Staffing Grid changes – i.e. a new staffing grid is received from ISAS Staffing Grid.

Generate Needs from Shift Code Template

Generate open needs base on the shift code template rather than summary period time. 

Limit Open Needs to Target:

Automatically adjust the number of open needs made available based on the scheduling target. 

Limit Open Need Availability by Tiers

This option displays when tiered open needs are enabled in Facility setting. Default setting is No.

Use Department-Level Groups and Tiers

The option displays when the department setting Limit Open Needs Availability by Tiers is enabled and saved. When set to yes, departments may customize their open need groups and tiers. Default setting is No.

Allow Auto-Generation of Workforce Requests

The Facility setting Allow Departments to Send Open Needs to Workforce must be enabled to view this option.

When selected, this feature automatically sends current open needs to Workforce and receive assignment updates from Workforce when a shift is filled. Open needs are sent and updated every 30 minute. 

Allow Manual Workforce Requests

The Facility setting Allow Departments to Send Open Needs to Workforce must be enabled to view this option.

When selected users can submit Workforce labor requests from the Staffing Dashboard Resource Assignments screen. For more information, see Contract Labor Overview.

Enable Auto-Approval of Open Needs

When enabled, open need requests that meet ALL of the listed criteria will be auto-approved. Needs that do not meeting these criteria will need to be reviewed and approved by the department manager or designee. The default setting is Disabled.