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Workforce

What it does​

Workforce helps facilities manage staff, credentials, job roles, engagements, and shift rosters — including assigning or claiming open shifts, recording attendance, and reviewing staffing coverage.

Where to find it​

Workforce screens live under the Workforce area of the app (staff registration, staff profiles, and related admin setup). Facility units used by rosters are managed under Facilities (departments → units and unit leaders).

Some rostering and metrics screens may still be API-first while UI catches up; administrators and integrators can use the workforce APIs in the meantime.

Common tasks​

Register or view staff​

  1. Open Workforce → Staff (or staff registration).
  2. Link the person, set staff type / hire date, and save.
  3. Add credentials (license/certification) with issue and expiry dates.

Set unit roster policy (including credential gate)​

Unit leaders or administrators can configure how open shifts are filled for a unit:

  • Lead only — only leaders assign staff.
  • Self-pick / hybrid — eligible staff may claim open shifts when policy allows.
  • Require valid credential — when enabled, staff cannot be assigned to or claim a shift unless they have at least one active, non-expired credential. Turning this on does not remove someone from a shift if a credential expires mid-shift; release is a separate action.

Work a shift (assign / claim / attendance)​

  1. Generate a roster from a shift pattern for the period.
  2. Assign staff (lead) or claim an open shift when the unit policy allows self-pick.
  3. Clock in / out for attendance once assigned.

Review staffing coverage​

Use staffing metrics (shift coverage and staffing ratio) for the facility or unit over a period — these feed executive KPI reporting.

Tips & limitations​

  • Credentials that expire may trigger alerts and role-lapse flags; they do not automatically pull staff off a shift already in progress.
  • Staffing “patient:nurse” census ratios need inpatient census data and are not available yet.
  • Bid windows and some advanced claim rules are not enabled yet.