Current Staffing Overview (CSO)

The Current Staffing Overview (CSO) helps you manage your day-to-day staffing needs for a single unit or for multiple units (in a Schedule Group). It allows schedulers to view staffing situations and to fill immediate shift shortages for the next day or two. Although the CSO can be used farther into the future, its real strength lies in helping you fill current shifts.

• CSO provides essential information that enables schedulers to:
• Review coverage, staffing needs, and census
• Identifying under- and overstaffed situations that you can address
• View currently scheduled employees
• Compare qualified employees who could potentially fill shift needs
• Review information to help you decide who to call in or call off
• Broadcast open shifts and accept responses for open shifts (using Open Shift Notifications)
• Add, edit, and delete schedule events, such as Activities

Overview

This guide provides information about the Current Staffing Overview and explains the steps needed to set it up.

• About the Current Staffing Overview Screen

  This section explains basic information about the Current Staffing Overview screen.

• Setting up Current Staffing Overview

  There is some setup needed to get started with the Current Staffing Overview and a good understanding of the setup tasks will help ensure a successful rollout.

• Setting up Open Shift Notification

  This section explains how to set up and use the Open Shift Notification feature.