Staff planning¶
The Planning application organises the shifts of the care staff: who works, in which role, in which sector, from what time to what time. It has its own tile on the home screen and does not need the care records: the people who build the schedule and those who read it do not all work in the residents’ files.
How it works¶
Configure the roles to plan, the critical periods of the day and one or more schedule templates (administrator). → Configure the planning
Lay the shifts of a week or a month from a template, in draft and without anyone.
Plan the staff: let Auto plan the open shifts fill them, then adjust by hand. A shift that breaks a rule is marked To check.
Confirm the drafts: the staff now see them.
Send the schedule: only the people whose shifts changed receive an email, with a link to their personal page. → Build the schedule
The staff read their shifts in My shifts or on their personal page, and take an open shift when one is offered to their role. → Shifts for the staff
Main menus¶
Schedule — every shift, opened on the schedule chart, with the calendar, list, kanban, pivot and graph views.
My shifts — your own published shifts.
Open shifts — the confirmed shifts that still have nobody.
Staff preferences — the availabilities and wishes of each staff member (managers).
Reporting — Planned hours, Critical period coverage and, with the Attendances app, Planned versus attended (managers). → Hours, balance and coverage
Configuration — Settings, Roles, Critical periods, Schedule templates (administrators).
Access levels¶
The level of each person is set on their user, in the Staff planning field:
Level |
Sees |
Does |
|---|---|---|
No access |
Nothing |
— |
User — their team, published shifts |
The confirmed shifts of their team, their own shifts and the shifts without a team |
Takes an open shift of their role |
Manager — every shift, no settings |
Every shift |
Applies templates, plans automatically, confirms, sends the schedule, edits preferences |
Administrator — everything and the settings |
Everything |
Also the settings, roles, critical periods and schedule templates |
Note
A user whose staff record has no team is not limited to one team: they see every confirmed shift.
Care tasks and the schedule¶
When the care records are installed, the confirmed shifts can also be used to share out the day’s care tasks between the care staff on duty. This is a care setting, off by default; while it is off, nothing about it shows in the care screens. See Automatic assignment of care tasks.