Workload Planner Overview

The Workload Planner is used to create, view, and edit staffing plans. For each location, and each time frame, the staffing plan displays the number of workers that are needed for each shift or zone and job. The staffing plan can be import or entered manually for each location, job, and shift or schedule zone.

To view the workload

1. From the Main Menu, locate and select Workload Planner.
2. The Workload Planner loads All Home Locations, by default. To change locations choose Select Locations from the Select Location menu, then move locations from available to selected using the arrows.
3. Select a time period from the drop-down or select Select Range and specify a start date and end date.
4. To filter on location, click Location Filter and search for a location in the Location Filter panel.
5. (Optional) To view only data from a single span, click Span Filter and select All or a span filter in the Span Filter panel.
6. If the time period is too long for the display, use the date range arrows to display other dates.

7. (Optional) To customize visible columns and rows, select Show/Hide, then select or deselect the following in the Show/Hide panel:
   • Columns — shows these columns for each date
     • Budget
     • Plan
     • Actual
   • Rows — shows these rows
     • Volume
     • Workload