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Set staffing budgets

Set how many staff or hours each position should have, so the schedule shows if you're over or under.

Set a budget

  1. Click Settings in the left menu. Make sure the top says Facility Settings.

  2. Under Scheduling, click Budgets.

  3. Click the department tab, like Nursing.

  4. Pick a Budget type.

  5. Click a position to open its grid.

  6. Enter a number in each box.

  7. To copy a number to the rest of the row, click the box, then Duplicate.

  8. Click Set Budget.

Budget types

  • Headcount: staff per shift. Most communities use this.

  • Staffing Ladder: staff per shift at each census number.

  • HPPD or Hours: hours per patient day, or total hours, by time of day.

Good to know: To budget each area, turn on Show areas. It isn't available for Staffing Ladder.

Common questions

Can each department use a different type?

Yes. Each department tab has its own Budget type.

Where do I see budgets?

How do I change the AM, PM, and NOC times?

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