Workload Targets let you set a number of shift/hour targets for staff. Assign the
Autoscheduler to fill based on targets. Or, when manually filling your schedule, be
flagged when staff are below or over set target.
Create Workload Targets
OnCall provides three ways to set Workload Targets:
- If an entire staff type has the same workload targets, assign the
target to staff type instead of per staff member. Click Window in the menu
bar and then select Workload targets.... In the Workload target window
under the Target column, click the cell you wish to set a staff type target. Click
the up and down arrows to set the number of shifts/hours per staff type. If there
is wiggle room with the target, set the +- of the number of shift/hours the staff
type may go over or be under.
For example: If MD has a target load of 10 shifts a month with a 2 variance, the Target
for MD would be set for 10 and the +- would be set as 2.
- If targets differ per staff member, but is a total number for all your sites and/or
services/shifts, click the Work Preference icon in the toolbar above. In the Infobox window is a bulls-eye
target icon and two text field boxes to the right. The first field is designated for
monthly (or custom date range) target. The second field is for an annual target. Use
the annual target when monthly targets vary but should add up to a fixed goal by year's
end. Enter a target number of shifts/hours in the appropriate field.
- If targets differ per staff member and variable within your sites and/or services/shifts,
then create advanced Target rules. In the Work Preference Infobox window, click the bulls-eye target icon. The Rule
Writer opens to creating a Target rule.
In the MIDDLE dropdown give the target rule a custom name such as the staff person's
name. Otherwise, they'll be "Target rule 1", "Target rule 2", etc.
In the BOTTOM dropdown, select the Call/Shift condition. Select one or more
services/shifts below. A red cresent moon appears above. Use the up blue arrow beneath it to set the target number of shifts/hours
for your time frame. Then click the + icon and add another call/shift condition with
When the rule is complete, click the Apply to => icon and select which staff
use the rule. If the rule applies to everyone, click the red two column horizontal
line icon in the upper left. If you add people later to your schedule, you'll need
to return to the rule writer and apply the rule to them.
Targets by default are set by number of shifts worked. To switch targets to number
of hours, click the View & Tally icon in toolbar above.
The default target range is monthly or your custom schedule date range. To scale the
targets to a different range, go to the File / Preferences / Call tallies, 2.
Check the box Target workloads are based on.. and set the number of days to
scale to schedule. Click OK once finished to close the Preference window.
If manually building your schedule, targets are visible in the Infobox staffing
list. Click the sigma icon in Infobox toolbar to enable viewing call tallies.
Staff with targets will have two numbers separated by a / icon. The first number is
the number of shifts/hours scheduled for schedule date range. The second number after
the / is the target. Staff that are under target by 2 or more, green boxes appear
above tally. Staff within +-2 of target, boxes appear black. Staff over target by
2 or more, boxes appear red.
OnCall keeps the targets established indefinitely. If targets change each month, adjust
them before you begin scheduling.
If you let your staff decide their target load each month, enable them to submit the
number they desire online via Amion's Special Request page. Click
here to learn more.