Workload and volume

Use the Workload Planner to create, view, and edit staffing plans. For each location, the staffing plan displays the number of workers that are needed for each shift or zone and job. You can import the staffing plan or enter it manually for each location, job, and shift or schedule zone.

Note: You cannot add or import Budgeted or Planned volumes for dates that occurred in the past.
  1. Click Tap Select Timeframe near the top of the page. The Timeframe menu opens so you can:
    • Select a predefined schedule period.
    • Select Select Range, then select the Start Date and End Date and click tap Apply.
  2. The Workload Planner loads All Home Locations by default. To change the loaded locations, click tap Select Hyperfind and select a configured location or Hyperfind. Depending on your configuration, select a location using one of the following methods:
    • Select from the default list of locations and jobs (this list is based on the current job) or search by Location, Job, or both. You can also select Browse Entire List to view the various levels of the business structure.
    • Use the arrows to select the various levels of the business structure. To move back, use the left arrow . You can also enter all or part of the desired business structure name in the Search box, then click tap Search .
    • Select locations and jobs from the drop-down lists.
  3. Select a time period from the menu or select Select Range and specify a Start date and End date.
  4. Select a location from the Location Filter .
  5. (Optional) To view only data from a single span, select a span from the Span Filter or select All to view all spans.
  6. If the time period is too long for the display, use the date range arrows to display other dates.
  7. (Optional) To customize visible columns and rows, click tap Show/Hide , then click tapthe boxes to select or clear the listed options.

    Depending on the system configuration, some of these options may be unavailable.

Note:
  • Custom Labels — System Settings define the terms Weight, Acuity, Volume, Census, Budgeted, Planned, and Actual. Your system administrator can change the labels to terms that are common in your organization.
  • Value Limits — Workload and Volume values have the following limitations:
    • Values must be positive.
    • Workload values can have a maximum of 7 digits and no decimal places.
    • Volume values can have a maximum of 10 digits and 6 decimal places.

      If more than 6 decimal places are entered into a cell, the value is rounded.

      If more than 6 decimal places are entered from Tools > Add Volume, the value is not rounded.

Create or edit staffing plans

You can save several budgeted and planned staffing plans. However, only one plan at a time can be in effect.

Caution: The Workload Planner requires stable time spans. If workload data — including changes to schedule period, zones, shift sets, and business structures — that are assigned to locations are edited, the current schedule period splits at the date of the changes. The period after the change contains no workload data. Select the period before the change or contact your system administrator.

Make a short term change to the plan

  1. Select the location from the Location filter.
  2. Click the cell you need to change and enter the number of employees you need to schedule. If you want to change weight, click in the cell and select an option from the drop-down.
  3. Repeat Step 2 as needed.
  4. Click Save.

Add Volume

  1. Select the location from the Location filter.
  2. Select the span from the Span filter.
  3. Click Tap Tools > Add Volume.
  4. Select one or more Volume Types.
  5. Enter the new Volume.
  6. (Optional) Select the Weight.
  7. Specify a Start and End Date.
    Note: You cannot add Budgeted or Planned volumes for dates that occurred in the past.
  8. Click Tap Apply.

Add Workload Pattern

Use Workload Patterns to create or edit a staffing plan pattern that repeats. This plan is a standard staffing plan that defines the required headcount for an average week and holiday within a time period. For example, a staffing plan that requires the same number of employees for jobs over a long time.

Tip: If the staffing requirements vary over the year, such as seasonally, create multiple workload patterns with different effective dates.
Note: You can save one budgeted and multiple planned plans. However, only one plan at a time can be in effect. If a plan overlaps another plan, the newest plan applies to the overlapped days. The effective dates of the older plan change accordingly. For example, a summer staffing plan starts on June 1. At the end of April, you extend the spring staffing plan for two weeks to June 15. The start date of the summer staffing plan changes to June 16.
  1. Select the location from the Location filter.
  2. Click Tap Tools > Add Workload Pattern > Add new pattern.
  3. Enter a Start date. By default, the start date is today's date.
  4. In End date, select Forever or select Specify date to enter an end date.
  5. For each job and time span, enter the number of employees to schedule.
    Tip: Tab to move right. Shift + Tab to move left. Use the arrow keys to move up and down.
  6. Click Tap Apply.

Duplicate a Workload Pattern

  1. Click Tap Tools > Add Workload Pattern.
  2. Select a Workload Pattern.
  3. Click , then select Duplicate from the menu.
  4. Select the pattern Type. Depending on your access, you can select either Budget or Plan.
  5. Enter a Start date. By default, the start date is today's date.
  6. In End date, select Forever or select Specify date to enter an end date.
  7. (Optional) Make changes to the workload.
  8. Click Tap Apply.

Edit a Workload Pattern

Note: A workload pattern can only be edited if the start date is today or in the future. A workload pattern with a start date in the past cannot be edited.
  1. Select a location from the Location Filter.
  2. Click Tap Tools > Add Workload Pattern.
  3. Select a Workload Pattern.
  4. Click , then select Edit from the menu.
  5. Make edits as desired.
  6. Click Tap Apply.

Delete a Workload Pattern

  1. Select a location from the Location Filter.
  2. Click Tap Tools > Add Workload Pattern.
  3. Select a Workload Pattern.
  4. Click , then select Delete from the menu.
  5. Click Tap Yes.
  6. Click Tap Save.

Lock or unlock cells

Locked cells are grayed out.

Note: Only volume can be locked and unlocked.
  1. Click Tap a Row and select Tools > Lock or Unlock.
  2. Click Tap one or more Volume Types to lock or unlock.
  3. Specify a Start and End date.
  4. Click TapApply.