Job Groups

Job groups organize jobs into categories. For example, group all types of managers into a single Manager category. The Single and All Zone reports require job groups to locate and address variances in planned against scheduled staffing.

  • Single Zone report — Shows coverage data from multiple locations for a single schedule zone.
  • All Zone report — Shows coverage data from multiple locations for multiple schedule zones.
These reports:
  • Compare budgeted against scheduled staff coverage — for one or multiple time periods and locations — to determine if scheduled coverage matches required coverage.
  • Use baseline and adjusted staffing plan data from the Workload Planner. The reports calculate budgeted and projected values for staffing levels, volume, and staffing hours per volume for an entire facility or organization.
  • Support zone set configurations only and require the Workload Generator.
To run either report, first create job groups with the Job Groups workspace and Job Group Editor:
  • Create up to five job groups. Because job groups apply to the entire organization, select labels and jobs that are meaningful for the entire organization.
  • Alternatively, you can edit the groups for different locations each time you run the reports.
  • For accurate report results, make sure that the job groups include all jobs that contain data in the Workload Planner. If a job is not included in a job group, the planned totals do not include that job.
  • To avoid double counting, do not include a job in multiple job groups.

To create job groups:

  1. From the Main Menu, select Administration > Application Setup > Scheduler Setup > Job Groups.
  2. Click New, or select a job group and click Duplicate or Edit.
  3. Enter a Label, up to 3 characters long. (Example: MGR for manager)
  4. (Optional) Enter a Description.
  5. Enter the Row Number that defines the order of the job group in the report.
  6. Select the jobs from the Available Jobs box and click the right arrow to move them to the Selected Jobs box. To narrow the list of jobs, enter a Name in the Filter. The asterisk (*) is a wildcard. Click Apply.
  7. Click Save and Return.
  8. To configure another job group, repeat. Each report supports up to 5 job groups.

Change a workload plan value

To remove a value from an existing workload plan, enter “0” in the cell. Otherwise, open shifts are not adjusted correctly. Do not delete the requirement and leave the cell blank.

The Workload Planner treats “0” and “null” differently.
  • If the value is deleted, the value becomes a null. The requirement is undefined, and has no effect on current open shifts. If you use the Schedule Generator after the change, existing open shifts remain.
  • If the value is removed (value = 0), the value is a defined requirement – nobody is needed for the shift. If you use the Schedule Generator after the change, existing open shifts are deleted.