Building The Back End: Part Two

Business Unit Management 

Welcome to the next step of your group creation. In this section, you are going to add-in the basic fundamentals required for StaffingCall to appropriately represent your staffing needs. Follow along this page and you'll easily be able to setup your group. Okay, here we go!

Business Unit Management: Skill Categories

On your home screen, click on "Business Unit Managment" in the left menu.
Then click "Skill Categories"

To begin programming skill-sets into the app that represent your employees click on the blue "Add New" button:


You will then see this following screen:

Simply type the skill-set you wish to define within the empty field called "skill category name", then click save.

There are some important key facts to consider here that will assist you in the future. New skills can always be added later. 

Some organizations have a multitude of skill-sets, one's that certain staff/job titles can perform. For example in health care, there are Registered Nurses. HOWEVER, within specific areas such as ICU's there are registered nurses that are trained for many different skill-sets (different types of registered nurses).

Even though there may be numerous registered nurses working in one specific area, some may have training to operate dialysis machines, or perform charge duties, or take care of certain complexities of patients whereas others may not and so on. 

Here is the key point: When defining skill sets within StaffingCall, be sure to enter all skills that vary among staff, particularly if you'll be needing to call-out to specific staff to cover a workplace duty. In this case described, as a supervisor you may need to offer a shift to a registered nurse that MUST be able to run a dialysis machine, therefore when you create the staffing request, and are selecting this skill in the drop-down menu, as you will see later, your shift offer will only go out to those who match the skill you need. 

For this reason, we encourage you to enter all the specific skill-sets/job duties you commonly assign staff members to.

Keep in mind, you can add to this list later and even remove skills you may realise you don't need in the future.

Once you are done adding one skill, click "Save", then proceed to enter the next skill OR job title, until you are finished with building the skills-lists that your group will need.

Business Unit Management: Request Reasons

In this section, you will be programming the "request reasons" into your service.
 
These will be all the reasons why a supervisor may need to request staff. For example, "we are short staffed", or there was an "unplanned absence". These two options are provided as the default options and you'll see this shortly. Selecting "we are short staffed" will slightly change the staffing request menu which will assist in capturing analytical information. We recommend adding these default reasons in addition to any other reasons you may require.

To clarify, these entries you create here will be seen and utilised by front-line supervisors in creating staffing requests. These reasons will be displayed in a drop down menu in the staffing request process. They are important in building data for your own analyses in the future.

To proceed, click on "request reasons" in the left hand menu to open this screen:
Prior to Moving ahead, let's examine the "choose from default" button on this page. Go ahead and click on this button:
You will then see a pop-up screen that appears like this:
You may quickly check the box beside each option available as you wish, or select all options at once by checking the box at the top left of the popup, and then being sure to click on the red "Add Selected" button. If you would like to add your own reason codes into StaffingCall, click close at the bottom right of the popup which brings you back to this screen below.

Next, click the blue "Add New" button: 

Which brings you to this screen: 
Enter the request reason in the field titled "Enter Reason of request", then click "Save".
 
Then continue to enter all other request reasons you may require prior to completing this module.

Business Unit Management: Vacancy Reasons

Moving onto the next section: Vacancy Reasons. Here you will be defining all the main reasons staff provide when not coming to work. You may use common phrases like "sick call", "family emergency" or any other reasons you feel necessary. 

Tip: Use vacancy reasons that are commonly used in your organisation that front-line users, supervisors, and management are familiar with. This section is also important for analytics. 

To Proceed, please click on the left hand menu item "Vacancy Reasons", listed under "business Unit Management". Your screen should look like this:
Similar to request reasons, there is a default option that is available to use for common vacancy reasons. To view these pre-defined options, go ahead and click on "Choose from default" as seen below:
You should see this popup menu as seen below:
Note: we recognize the spelling error on the title and apologize for that. We will repair this in future versions. Let's face it...not everyone's perfect :-)
You should see this popup menu. If by chance there are some vacancy reasons listed here that you wish to use, go ahead and select the corresponding box beside the reasons you want then be sure to click the red box at the top-left of the pop-up titled "Add Selected" to apply your settings, then close the popup window at the bottom right of the popup.

If you have decided to create your own, close the popup box on the bottom-left, then click the blue box "Add New", then enter the vacancy reason in the field titled "enter reason of vacancy",  then click save

Add as many reasons your organization needs before moving onto the next step. Remember this can always be edited in the future.

Business Unit Management: Shift Setup

In this section, you'll be creating shifts that match the daily operation of your group, business, or organization. There are some important facts to consider here as different groups in certain areas often run on different schedules. With StaffingCall there are numerous options to accommodate this. 

The shift setup section can handle multiples of shifts within a 24-hour period. For example, one could enter these different varieties:
- One shift per 24-hour period
- Two shifts per 24-hour period consisting of any length of time for each shift
- Three shifts per 24-hour period and so forth. 

The calendar display within the desktop and mobile applications can be adjusted to weekly, bi-weekly, or monthly displays so that users can properly visualize and interact with multiple sets of shifts within a 24-hour period. (i.e. 4+ shifts on one calendar day will be optimally viewed on a bi-weekly, or weekly calendar view, whereas a calendar day with 1,2,or 3 shifts can be viewed quite nicely on the monthly calendar view).

IMPORTANT NOTE: Currently there is one option that cannot be done at this time with groups of staff and that is to combine different rotations within one calendar/group setup. For example, one cannot build three-eight hour shifts into the same group alongside two-twelve hour shifts totaling a mixture of five varying shifts in a 24-hour period. Any other combination thereof also cannot be completed. To accommodate 2 different rotation groups within a single group, we would need to create a separate "business unit" within the "business group". This is a simple task and can be done via the same steps as these training modules. If you need to setup your group in this way, now is the important time to differentiate the need of creating two separate groups in the system. Take note and carry on with the completion of this first group, then move onto the next.

Let's define an example:

Within a hospital emergency department, there may be a group of nurses who only work 8-hour shifts. Their rotation is built around 8-hour shifts in a set-cycle over a set-period of time. These nurses can be categorized into one group.

Additionally, the same emergency department may have a group of nurses who only work 12-hour shifts. Their rotation is built around 12-hour shifts in a set-cycle over a set-period of time. These nurses, although working alongside the 8-hour shift-working-nurses, need to be categorized into a separate group. 

Therefore, when building the "business group", we simply create 2 different business units within the same business group. Everything else remains the same during the build. 

One proud feature we are able to offer to ensure shift length variables can be accounted for, is the option to send custom shift-length offers with customized start and end-times, as well as enable staff the option to offer partial-shift responses. 
Okay, let's begin.

Click on "Shift Setup" in the left hand menu to display this screen:
Next, click on the blue "Add New" button as seen below:
Which will bring you to this screen as seen below:
Next, select the "Business Unit" by selecting the applicable unit from the drop down menu in the "choose business unit" field.(Step 1 in image below)

Then, select the "Start Time" for the first shift you are adding into the system, followed by the "End Time" of the first shift you are adding into the system. (Step 2 and 3 in image below)

Be sure to click "Save" (Step 4 in image below)

Then repeat the steps above to add the second shift into the system again selecting the specific start and end times for the second shift, and so on.

Example: Shift One: Start Time: 7:00 AM, End Time 7:00 PM.
               Shift Two: Start Time: 7:00 PM, End Time 7:00 AM

These also may be entered in 24-hour format and the system will adjust them as necessary prior to selecting the "Save Button"

Example: Shift One: Start Time: 0700, End Time: 1900
               Shift Two: Start Time: 1900, End Time: 0700

This example will create a total of 2 - 12 hour shifts in a calendar day and will display the shifts as "Shift One" and "Shift Two" on the calendar day.

As stated above in this module, if one were to enter a total of 3x 8-hour shifts in a 24 hour period, the setup may look like this:

Shift One: Start Time: 0700, End Time: 1500
Shift Two: Start Time: 1500, End Time: 2300
Shift Three: Start Time: 2300, End Time: 0700

These three shifts will be displayed as: Shift One, Shift Two, Shift Three on the calendar day.

One final note on custom shifts. This doesn't need to be programmed here and is automatically offered in the shift-offer creation menu, as well as the shift response menu from the end users.

And there you have it! Congratulations on programming your group shift routines into the StaffingCall IntellENGINE Console. You're practically a programmer now and may proceed to the next step.

Major Progress! Congratulations!

-End of Module-

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