Evaluate daily coverage
Daily Coverage shows how a schedule differs from staffing requirements by comparing the daily variance between the staffing plan and the current schedule for a shift or schedule zone, for one or all jobs. It shows the difference between the number of employees required and the number of employees who are scheduled for a job, for a selected time span within the time period of Scheduler.
- Selected time span
- Counts or coverage view
- Individual job or total jobs
- Exact match system setting
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.
Requirements to display coverage
- You must select a location. You cannot view coverage from a Hyperfind query, such as All Home.
- Your Display Profile must be configured to display coverage.
- The locations must be assigned a workload — Shift Set or Schedule Zone Set.
- You must be able to display transferred-in employees.
- You must set a threshold that is high enough for the number of employees and business structure jobs that you need to select.
Set Daily Coverage display
Select the Daily Coverage tab and select the applicable information from the following drop-down boxes. When finished, click Apply.
View
Select Counts, Coverage, Earned Counts, or Earned Coverage.
-
Counts view shows the scheduled number followed by the planned number.
The background color can be configured to show overcoverage, undercoverage, or equal coverage for specific jobs.
If you also select , the counts are available only if the jobs use the same workload shift set or schedule zone set, and only for spans that are in the schedule shifts and zones.- Plus sign (+) — At least one job has overcoverage.
- Minus sign (–) — At least one job has undercoverage.
- Both plus and minus signs — The span has both undercoverage and overcoverage.
-
Coverage view shows a bar graph. (Not available if you select
Job > Total Jobs)
- Indicates undercoverage and overcoverage.
- Shaded bar graph and tool tips indicate variances between scheduled and planned workloads.
- Each cell displays the scheduled number.
- Earned Counts view
- Earned Coverage view
Job
Select one of the following:
- To display all assigned jobs during the time span, select All Jobs. Each job is on a separate line.
- To display the sum of all the jobs only if the jobs use the same workload shift set or schedule zone set, and only for spans that are in the schedule shifts and zones, select Total Jobs (default).
- To display one job, select the desired job.
Time Span
The following types of shifts are displayed:
- Scheduled — Number of employees whose shifts cover the span exactly and have no job transfers. Scheduled breaks do not affect the value.
- Planned — Required coverage from the Staffing Plan that is configured in the Workload Planner.
global.WTKScheduler.ShiftCoverageCounting.RequireExactMatch system setting is:
- Enabled — The shifts must match exactly the span (same start and stop times) and have no job transfers. For other time spans, it ignores this setting and will always calculate coverage as if the setting is false. The setting is taken into account only if no coverage counting profile is assigned to the location.
- Not enabled — Any combination of scheduled shifts can provide coverage. Start and end times do not have to match exactly. A single employee's shift or a group of shifts from multiple employees can combine to cover the staffing requirement of the span. A shift that goes beyond the span is included in the calculation.
Select from the following:
- Total Shifts — Displays the single sum total for all the shifts for the entire day that compares the scheduled number of employees to the planned coverage for all shifts at the location and time period.
-
View All — Compares the scheduled number of employees to the planned coverage. One row for each shift and zone for the selected jobs.
Select a single Job, or to display only the common shifts that are configured for all of the jobs, select All Jobs.
-
12-Hour — Compares the scheduled number of employees to the planned coverage. One row for each 12-hour period in the day, the first row starts from the start time of the earliest shift or zone for the job.
Do not select a Job.
For Scheduled, a shift must cover the period completely to be defined as scheduled. If any part is a job transfer, the shift does not cover the period. A single employee's shift or a group of shifts from multiple employees can combine to cover the staffing requirement of the span.
-
8-Hour — Compares the scheduled number of employees to the planned coverage. One row for each 8-hour period in the day, the first row starts from the start time of the earliest shift or zone for the job.
Do not select a Job.
-
4-Hour — Compares the scheduled number of employees to the planned coverage. One row for each 4-hour period in the day, the first row starts from the start time of the earliest shift or zone for the job.
Do not select a Job.
-
1-Hour — Compares the scheduled number of employees to the planned coverage. One row for each 1-hour period in the day, the first row starts from the start time of the earliest shift or zone for the job.
Do not select a Job.
-
Single Shifts — Compares the scheduled number of employees to the planned coverage. One row for each job.
- Select a single shift.
- Select a single Job, or to display only the common shifts that are configured for all of the jobs, select All Jobs.
-
Single Zones — Coverage for a schedule zone that is assigned to the location
- Select a single zone.
- Select a single Job, or to display only the common shifts that are configured for all of the jobs, select All Jobs.