Daily Core Staffing Requirements
Daily core staffing requirements are the meat and potatoes of most schedules. These are your requirements for how many of each type of worker you need on each shift at each of your locations. They’re very important on your schedule to give you a quick overview of where your shifts are over- or under-staffed.
How to get there:
Settings > Requirements > Daily Core Staffing Requirements
In this article:
1) Creating/Editing a Daily Core Staffing Requirement
2) Impact on the Schedule
Creating/Editing a Daily Core Staffing Requirement
When you first open the Daily Core Staffing Requirements page, you’ll see a table of your existing requirements (containing the message “No data to display” if no requirements have been created yet).
To create a new requirement, click on the “New” button at the top left of the table.
To edit a requirement, click on the pencil icon under the “Edit” column for the requirement you wish to edit. Either action will take you to the following screen:
As you can see, the page to create a new requirement allows you to choose any combination of your positions, locations and shifts and define the staffing requirements for that combination. Here’s a detailed look at the fields for creating a new requirement:
Position – This lets you choose one of the position codes you’ve created.
Location – This lets you choose one of the location codes you’ve created.
Note: Position and Location are configurable labels for each organization. Generally speaking, positions are your job titles and locations are the places your employees work. Sometimes organizations prefer to call Positions, Ranks, and Locations, Jobs.
Shift – This lets you choose one of the shift codes you’ve created (note that the system default shift codes will not appear as options here).
Effective Date – Remember that your requirements will ultimately appear on your schedule. The effective date determines on which day the requirements you define here will start appearing.
Total Required Staff – How many employees holding the chosen position are needed to work the chosen shift at the chosen location every day of the week?
Required Skills – You can choose any number of your skill codes and link them to this requirement. This effectively adds a rule to this requirement if you use Assign Employees to try and fill it: only employees with the specified skill(s) will be eligible to work the requirement.
Once you’ve entered or edited all the information, hit “Save” at the bottom. Any new requirement will now appear in your list of existing requirements. Moreover, it will appear on your schedule, as explained in the next section.
Impact on the Schedule
Let’s illustrate exactly how your requirements interact with your schedule.
Here’s an example of a schedule where our workers are scheduled to work 5:30am to 5:45pm . There are no requirements in place yet.
The 1/0 in the blue cells indicates that one employee is scheduled where zero are needed. Now look what happens on the schedule after adding that new requirement which says that 3 Operators A (OpA) are needed on the Alkylation unit (AKU) to work the day shift effective July 1st.
You can see the newly-defined requirement kicking in on July 1.
Note that while a newly-defined requirement automatically appears on an existing schedule, if you then go and edit that requirement, you’ll have to recreate your schedule in order for any changes to appear.
Requirements and Groups
If you want a requirement you just created to be able to show for a specific group, you will need to assign the position and location of that requirement to that group.
We have created a new requirement OpA/AKU/D12. This requirement will show in the schedule if we don't have any group filtering.
But because for my organization AKU is not part of my Maintenance group (MAINT), if I select that group on my schedule, the requirement will not show anymore.