1. • Time-consuming manual processes
Scheduling & Staffing Process: • Limited OT visibility
• Inefficient Resource Utilization
C u r re nt S tate
Employee Time Off
Coordinator
calls off Requests
Holidays calls employees
to cover open
Schedule shift
Coordinator
Reviews schedules to find
available resource
7
1 Needs List
Master
Schedule
M A N UA L LY U P D AT E S
6
Attendance
3 Spreadsheet
2 Weekly
Daily Staffing
Schedule Unit Sick Log
4 5
Sheet
Schedule
Sends
to Payroll

2. Scheduling & Staffing Process:
F u t u re S tate
Employee Time Off
Coordinator
calls off Requests
Holidays calls employees
to cover open
Schedule shift
Coordinator
Reviews schedules to find
available resource
SYSTEM • Master Schedule
AU TO M AT I C A L LY • Weekly Schedule
• Unit Schedule
U P DAT ES
• Needs List
• Daily Staffing Sheet
• Attendance Tracking
• Sick, Holidays & Time Off
• Payroll
• Automation streamlines scheduling
• Improves utilization & efficiency
• Boosts visibility to OT