Evaluate coverage

Coverage can be tracked for a single job or for total jobs for any displayed timeframe. This allows you to see workload versus scheduled planned and scheduled headcount. Workload comes from the Workload Planner and can be generated automatically from imported data.

Data is shown on the tab as follows:

  • If the system has employee group filtering enabled and is configured to display location-based add-on data, the data shown on the tab is still based on the entire location. However, employees that are not in your employee group cannot be identified.
  • If the system has employee group filtering enabled but is not configured to display location-based add-on data, no data is shown on the tab.
  • If a segment tag that has been excluded from coverage counting is added to a shift segment, the hours corresponding to that segment tag are not counted towards the coverage. For example, segment tags such as Absent or Training may be excluded from coverage because thy represent when an employee is not working their scheduled job.
Note: Data is not displayed on the tab when more than 1000 employees are in the loaded schedule or when the loaded timeframe exceeds 90 days.

To set up the display:

  1. Click Tap the Coverage add-on at the bottom of the schedule.
  2. Click Tap the Job menu to select the job or jobs you want to display coverage for. You can show coverage based on a total of All Jobs at the loaded location and timeframe, or a single job (select the job) at the loaded location and timeframe.
  3. To adjust the timeframe, click tap Select Timeframe and choose a period to load.
  4. To adjust the location, click tap Select Hyperfind and choose a location to load.
    Note: Select a location. Hyperfinds are not supported in the Coverage add-on.
  5. Click Tap Edit Chart to select the checkboxes of the graph curves you want to show, or clear the checkboxes of the curves you want to hide.
    • Coverage Variance — Difference between the staffing plan and the current schedule. A positive number indicates overcoverage. A negative number indicates undercoverage.
    • Open & Scheduled — Sum of the number of hours of open shifts, and the number of employees who are currently scheduled
    • Planned — Number of employees that the workload plan requires
    • Scheduled — Number of employees who are currently scheduled

      This selection accounts for scheduled breaks that count toward coverage. For example, if three people are scheduled and one takes a 30-minute break, Scheduled displays 2 during the break.