Define Profile Qualifications

Profile qualifications allow you to define levels of requirements that an employee must meet to be included on the Qualified Staff tab of the Current Staffing Overview. You define these levels starting with employees whose profiles match exactly and then defining successively larger groups of employees by relaxing the requirement restrictions.

Example:
You could set up Profile Qualifications for RNs in the ICU department as follows:
To fill RN vacancies in the schedule, you first want exact matches, then RNs from similar units (schedule partners), then RNs from similar jobs in dissimilar units (schedule partners), and then, in an emergency, any RN.

Set up Profile Qualifications

To set up profile qualifications, complete the following steps.

1. Navigate to Configuration section > Scheduling card > Profile Qualification screen.

   There may be several profile qualifications included with your system that appear on the screen.

2. Under Profile Qualification Configuration Actions, click Add.
3. Using the following table as a guide, enter the desired values in the fields.
4. Click Save.

   Field	Description	Options	Notes
   Description	The label describing this record	Any text	This is the name of the qualification level that appears on the Qualified Staff tab.
   Point Value	Used to compare and rank profile qualifications. Lower numbers rank higher (for example, 1 ranks higher than 5).	Any numeric value	This number does not have to be unique. If another like value exists, the two profile qualifications are grouped together.
   Licensed	Determines whether only appropriately licensed employees be included	Y or N	Yes = Only employees who meet the license requirement of the profile and position will be selected No = Only employees who do not meet the license requirement of the profile and position will be selected
   Labor Distribution	Determines which labor distributions to include	None, Home, or Non-Home	None = Labor Distribution is not used
   Float	Determines whether to include float employees	Y or N	The selection for this field correlates to how an organization unit indicator was set in an earlier section (see Set the Organization Unit Indicators). Yes = Branch-level organization unit Staffing and Scheduling indicator: SS Standard 4 is set to A or B No = Branch-level organization unit Staffing and Scheduling indicator: SS Solution Standard 4 is set to N
   Organization Unit	Determines which type of organization unit to include	None, Schedule Partner, or Exact	None = Organization Unit is not used Schedule Partner = Search in organization unit schedule partners Exact = Search only in the matching organization unit
   Tier Level	Used to further rank similar schedule partners. Lower numbers rank higher (for example, 1 ranks higher than 5).	Any numeric value	For an explanation and example, see Create Schedule Partners.
   Job Class	Determines which type of job class to include	None, Schedule Partner, Exact, Position, or Profile	None = Job Class is not used Schedule Partner = Search in job class schedule partners Exact = Search only in matching job class Position = Search for matching position permissions Profile = Search for matching profile permissions
   Ancestor	Determines which organization unit level to search in	None or any organization unit level	None = Ancestor is not used Org Unit = Could be department only or entire facility

Run the Schedule Qualifications process

Profile qualification changes are updated in the system at regular intervals. However, to see your changes prior to the next automatic update, run the Schedule Qualifications process.

Note: This process may take some time to complete, depending on several factors, such as the number of changes and server speed.

• Navigate to Actions section > Processes card > Schedule Qualifications screen.

  The process is started and a message appears stating that the job was successfully submitted. You can continue with other activities in the system.