Enterprise Scheduling System RFP /lp Exhibit 1 - System Questions

Transcription

1 Enterprise Wide Scheduling. Clinical Nursing Pathology Anesthesiology Surgery Operating Room(s). Non-Clinical Housekeeping Facilities Management Parking and Transportation Agency Employees Schedules for Vehicles and/or Routes Utilities Management Schedule by equipment Police Department Schedule by patrol, facility, multiple tasks per day Hierarchy of Enterprise. No. of Levels allowed. No. of assignments per level. Task tracking allowed/not allowed Licenses. Define license required for scheduling software Enterprise license? Manager license? Supervisor license? Employee license? 4 Security Features 4. Define number of security setups/configurations available Managers? Employees? Other security methods and features: Page of 7

2 5 Schedule Flexability 5. Define schedule rollover from current to past, future to current Flexible rollover capability by department? Flexible rollover capability by group? 5. Code Driven or Time Driven schedules? No. of codes allowed per department No. of digits allowed per code No. of digits allowed for description Schedule displayed with codes? Schedule displayed with time? Can codes be assigned to a specific department? Can codes be assigned to a specific group? Can codes be assigned to a specific skill set? Can codes be assigned to a specific employee? 5. Can employees be assigned to more than one schedule? 5.4 No. of assignments allowed per employee per day Screen display of all assignments? Time and task displays allowed per employee per day 5.5 No. of weeks/months/years allowed in a schedule 5.6 No. of schedules allowed per department 5.7 No. of weekly rotations allowed per schedule Changes allowed in rotation per employee per day 5.8 Group assignments for schedules Group assignments by division(s)? Group assignments for exempt employees only? Group assignments by facility(s)? Group assignments by department(s)? Group assignments by unit(s)? Group assignments by skill set(s)? 5.9 Web Based Self Scheduling Multiple assignments allowed per day? Can restrictions be applied? Specific code assignments by employee or skill set? 5.0 Color Coding Available in schedule? User defined color coding? Other color coding features Page of 7

3 5. Shift bidding allowed Method used to notify manager of shift bid Manager ability to determine date/time of each bid? First come, first serve capability? Low bidder capability? Seniority capability? Other capability (define) 5. Shift swapping allowed capability from employee to employee to request shift swap? Method used to notify manager of requested shift swap 5. Multiple schedule views available? No. of views available View schedule by week(s)? View schedule by month(s)? View schedule by quarter(s)? View schedule by year? View availability by skill set(s) for vacancies View other departments for employee availability? 5.4 Multiple schedule views available at employee level? 5.5 Multiple schedule views available at department level? Display configuration available for each department? 6 Internal Calculation Features 6. Approaching Overtime feature? Multiple configurations available? 6. Overstaffing indicator? Multiple configurations available? 6. Understaffing indicator? Multiple configurations available? 6.4 Other internal calculation features: Page of 7

4 7 Accruals 7. No. of Paid-Time-Off codes allowed 7. Paid-Time-Off checked for available hours? Ability to block negative hours? Internal control to split PTO hours with unpaid hours when negative hours are calculated? Ability to set limitation for negative hours? Ability to calculate estimated PTO accruals for requests in the future? 7. No. of Sick Leave codes allowed 7.4 Sick Leave checked for available hours? Can sick leave hours taken be setup by exempt and non-exempt status? Ability to block negative hours? Internal calculation to split sick hours with unpaid hours when negative hours are encountered? Flag to notify manager of split? Ability to set limitation for negative hours? Ability to calculate estimated sick accruals for requests in the future? 7.5 Holidays Holidays configuration available? Holiday hours assigned by manager for department? Holiday hours assigned by manager for group? Can holiday hours be taken in fragments or whole hours? Holiday hours taken limited to holiday hours available? Internal calculation available to split hours available with hours not paid or PTO hours? Flag to notify manager of split? 7.6 No. of Accrual Balances available 7.7 Other Accrual features: Page 4 of 7

5 8 Leave Management 8. Can FMLA be posted to schedule from an interface? Military leave posted to schedule from interface? Workmens Comp be posted to schedule from interface? Control of postings by estimated return date? 8. Can limited return to duty status be controlled in scheduler? 8. Can required paperwork be tracked in system? 9 On-Call Scheduling 9. On-Call system available/not available 9. No. of codes allowed for on-call On-call limitations by skill set? 9. On-Call hour assignments available in regular schedule? Ability to abstract on-call assignments for interface? Ability to print on-call hour assignments only? Ability to view on-call hour assignments only? 9.4 On-Call hour assignments available in separate schedule? 9.5 Other On-Call features: History/Archive 0. History/Archiving of Schedules available? No. of months available for archive No. of years available for archive 0. Other Features: Management Tools. Predictive Staffing (Forecasting). Personnel Management. Department Labor Budgeting.4 Productivity Management.5 Staff Credentialing.6 Personnel Profiles.7 Certification Tracking Page 5 of 7

6 .8 License Tracking.9 capability Messaging system available for managers & employees Method used to advise mgmt of license expirations 0-day advance notice? 60 day advance notice? 90 day advance notice? 0 day advance notice?.0 Classes, CEU Credit Tracking Capability. Performance Evaluations Capability Ability to advise mgmt of upcoming merit increase?. Salary Histories Capability. Special/multiple skill set tracking Interface(s). Kronos bi-directional interface available/not available. Peoplesoft Payroll interface available/not available. PICIS interface available/not available.4 Census/Acuity interface available/not available.5 AmTelco On-Call interface available/not available Reporting. Method used to produce reports. Ad hoc capability. No. of reports readily available to user.4 Print capability of schedules: No. of weeks allowed in each report Monthly schedule print capability Page 6 of 7

7 4 Other Items & Notations Prepared by: (Name) (Title) (Phone) (Cell) (Fax) ( ) Page 7 of 7