Workload Generator

Example: The Workload Generator is often used in health care to determine how many nurses are needed in a particular area of a hospital. This number is based on the number of patients that need care and the level of care that they need.

Use the Workload Generator to:

Populate the Workload Planner based on the number of staff who are budgeted by volume.
Define the budgeted staff.
Import and edit volume.
Transform the volume based on a weighting.
Display the weighted volume.
Generate workload based on the weighted volume.

Use the Workload Generator to generate workload for a location and time period, use the staffing matrix to define volumes, associate the matrix with the jobs in the location, then associate a weight set to the location.

Staffing Matrix — Defines the number of workers who are needed based on volumes, weighted or not.
Volumes — Numbers of items that the staffing matrix uses to determine staffing levels. In healthcare, volume can be the patient census. Import or manually enter volumes into the system.
Weight Sets — Increase the volume numbers by a weighting factor. Weight sets increase volumes for locations where need is higher. If a weight set adjusts a volume, the volume is a weighted volume.

To generate workload, the staffing matrix matches weighted volumes to staffing settings, then generates the workload requirement. If based on the budgeted volume, this workload requirement becomes the budgeted staffing plan for the selected location and time period. If based on the planned volume, this workload requirement becomes the planned staffing plan.

Run the Workload Generator

Verify that your system administrator has:
- Defined the staffing matrix for the location that contains the jobs that need workload requirements.
- If the workload is affected by weighting factors, defined a weight set and associate it with the location.
Import or manually enter volume data for the location and time period.

Note: To generate workload for multiple locations, use application program interfaces (API).

Select a location from the Location filter.
Click Generate Workload.
Click one or more workload types.
Click a staffing matrix. The staffing matrix defines the number of workers who are needed based on volumes, weighted or not.
Enter a start and end date.
Click Apply.

Actual Workload Plan

You can generate an actual workload plan that is based on imported actual volume data; for example, patient census data.

On the Workload Planner, you can compare the actual workload to your planned and budgeted workload plan for each schedule zone to assess how well a particular zone in a location is doing in labor planning.

On the Schedule Planner, you can view actual workload counts and actual coverage on the Daily Coverage view.

You can import actual volume data multiple times each day and use the generated actual workload plan to make adjustments to the schedule for the next shift.

The Workload Planner displays the generated workload. You can import the staffing plan or enter it manually for each location, job, and shift or schedule zone.

View Workload Audits

Click Audits tab at the bottom of the page to view workload audits.
Click OK when finished.