The document provides guidance on updating staffing templates in Kronos. It notes that staffing templates are based on budgeted staffing plans and may differ from actual staffing levels. It outlines that templates need to be updated for changes like fiscal years, additional beds or staffing roles. Users can update templates themselves by accessing the configuration screens in Kronos and changing numbers in grids. They should save changes and reapply templates to current and future schedules. The document also mentions two types of templates - staffing and core staffing - and notes steps for updating core templates and copying changes to staffing templates, which are used for reporting.

2. Rules of the Road
• Staffing Templates are based on your budgeted staffing plan
• Which isn’t necessarily the same as staffing for capacity
• Different days of the week can have different targets, based on your trended
staffing patterns
• For Reporting there must be a staffing template with a DEEN coverage set
• Staffing Templates must be applied to a schedule period prior to the
opening of self scheduling (more on templates and self scheduling later)
• Templates need updating whenever staffing targets change – fiscal year,
opening additional beds, etc
• Templates need updating whenever staffing roles change -- ie, if you add
a resource nurse need, you need a new profile and a new template
• All roles should have a profile – CH, NSE, (specialty NSE) NA, HUC, PPE,
etc
• Updated Templates must be applied to any schedule period (current or
future) that has previously had a template applied – it won’t update the
future automatically

3. Two Types of Templates
• Staffing Template is by Coverage
Period DEEN
• Core Staffing Template is by
Activity Code

4. Updating the Template
• Since this is done rarely, most units email our team to
update templates for them
• Julia Bambach, Rushdee Omar or
apiresroucegroup@duke.edu
BUT
• Some have asked if they can update it themselves,
and yes, you do have access to do it yourself

5. How to Update the Template
• Configuration>Scheduling>Staffi
ng Template (or Core Staffing
Template)
• Search for your facility and dept
• If more than one template, you
most likely want the default
• Open the Yellow Folder
• On left side of screen, click
Details

6. How to Update the Staffing Template
• Change the numbers in the grid,
as appropriate
• The SAVE icon is in the far
bottom right of the screen

7. If you update the Core Template…
Be sure to click the Copy to Staffing Template button –
The Staffing Template (not the core staffing template) is
used for reporting.

8. How to Update the Staffing Template
• Last Step
• Open the schedule and Reapply
the template
• You will have to do this for all
future schedules that already
have the old template applied
• If you did a core staffing
template reapply BOTH the core
staffing template and staffing
template

9. Updating specific days (not permanent)
• Under Apply Staffing Template
(or Core Staffing Template) is
Open (Core) Staffing Plan.

10. Updating for specific days
• A grid w dates in the open
schedule will appear
• Update any specific days and
coverage periods (or activity
codes)
• Save
• The change will reflect in
reporting, the Current Staffing
Overview, and on your grid

11. Changing the Coverage View
• On Main Schedule
• View>Coverage Sets>Choose
your desired set up
• Will Count needs at bottom
based on chosen item (ie, DN)

12. Change Coverage View
• Current Staffing Overview
Screen – use
• Some Staff Rosters – look for
Coverage Set Field