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1.2 ENTERPRISE SCHEDULING SYSTEM

MINIMUM SYSTEM QUESTIONS

  • 1.

    Enterprise Scheduling

    • 1.1

      Does your system allow for various clinical configurations?

    • 1.2

      Does your system allow for various non-clinical configurations?

  • 2.

    Hierarchical Levels of Configuration

    • 2.1

      Does your system allow for multiple and variable configuration setups? Define in detail.

    • 2.2

      Does your system allow for multiple and variable assignments per level? Define in detail.

    • 2.3

      Does your system allow for multiple and variable task assignments? Define in detail.

  • 3.

    License Requirements

    • 3.1

      Define license requirements for your scheduling software. Define in detail.

  • 4.

    Security

    • 4.2

      Define the number of security setups and configurations available for managers, employees and all other security methods and features.

  • 5.

    Schedule Functionality and Flexibility

    • 5.1

      Define schedule rollover from current to past, future to current

    • 5.2

      Does your system provide code driven or time driven schedules? Define in detail.

    • 5.3

      Does your system allow employees to be assigned to more than one schedule?

    • 5.4

      Does your system allow for multiples assignment by employee per day?

    • 5.5

      Does your system allow for schedules to be developed by weeks, months and years? Define in detail.

    • 5.6

      Does your system allow for multiple schedules per department or unit?

    • 5.7

      Does your system allow for multiple rotations per schedule?

    • 5.8

      Does your system allow for multiple group assignments? Define in detail.

    • 5.9

      Does your system allow for web based self scheduling? Define.

    • 5.10

      Does your system provide color coding within a schedule? Define.

    • 5.11

      Does your system allow for shift bidding? Define.

    • 5.12

      Does your system allow for employee shift swapping? Define.

    • 5.13

      Does your system allow for multiple schedule views? Define in detail.

    • 5.14

      Does your system allow for multiple schedule views at the employee level?

    • 5.15

      Does your system allow for multiple schedule views at the department level?

  • 6.

    Internal Calculations

    • 6.1

      Does your system contain an ‘approaching overtime’ feature?

    • 6.2

      Does your system contain an overstaffing indicator? Define in detail.

    • 6.3

      Does your system contain an understaffing indicator? Define in detail.

    • 6.4

      Does your system contain other internal calculations? Define in detail.

  • 7.

    Accrual balances

    • 7.1

      Does your system allow for multiple paid-time-off codes?

    • 7.2

      Does your system check for available paid-time-off hours as PTO hours are scheduled? Define.

    • 7.3

      Does your system allow for multiple sick leave codes?

    • 7.4

      Does your system check for available sick leave hours as sick leave hours are scheduled? Define.

    • 7.5

      Does your system allow for multiple holiday codes?

    • 7.6

      Does your system check for available holiday hours as holiday hours are scheduled? Define.

    • 7.7

      Define other accrual features.

  • 8.

    Leave Management

    • 8.1

      Does your system allow FMLA be posted to schedule from an interface?

Page 12 of 19

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