Videos/eLearnings

• Use the Staffing Board - (eLearning: 6 min) Use the Staffing Board to create a cycle, roll out the schedule, and manage staff member shifts.
• Build and Maintain Schedules - (eLearning: 9 min) Manipulate schedules on the Staffing Board by managing staff profiles, assignments, and groupings.

Handouts

• Creating Staff Member Patterns - (Handout) Create a pattern for a staff member to represent their typical work schedule during any given time frame and quickly generate a schedule. After the schedule is created, it can be further modified as needed.
• Manage Staff Schedules on the Staffing Board  - (Handout) From the Staffing Board, you can create and manage staff schedules, including see shifts that need to be filled and view staff members who can be assigned to shifts.
• Reschedule Report - (Handout) The Reschedule report can be used to find and contact patients when they need to be rescheduled due to a provider change (e.g., template change).
• Staffing Board Frequently Asked Questions - (Handout) Refer to this document for further assistance with managing the Staffing Board, including changing the view, managing shifts, managing assignments, and managing the staffing group itself.
• Update Multiple Shifts at Once on the Staffing Board - (Handout) Use keyboard shortcuts to select multiple shifts on the Staffing Board for modification.
• Use the Shift Audit Trail to Review Changes - (Handout) The Shift Audit Trail report can be used to view audit trail data for multiple shifts. For example, search for changes made for an assignment or staff member that took place after the schedule was published.

• Allow Overlapping Shifts for Certain Assignments - (Handout) Staff members can't be in two places at once, so they can no longer be assigned to overlapping shifts by default, with the exception of shifts for secondary assignments. As a staffing group owner, you can set up certain assignments to allow overlapping if appropriate for your staffing group.
• Automatically Approve Staff Requests for Shift Swaps and Offers - (Handout) As a staffing group owner, you can set up your staffing group to automatically approve shift swap and offer requests that staff members agree to in the Teamwork employee portal if there's no need for schedulers to review those requests.
• Automatic Clinic Shift Assignments - (Handout) You no longer need to create a provider's clinic shifts manually on the Staffing Board. Clinic shifts are now automatically created and kept in sync with a provider's scheduling template.
• Check That Schedules Are Fair and Balanced - (Handout) On the Staffing Board, use the new Rules sidebar to evaluate scheduling rules that apply to your staffing group. Scheduling rules check for constraints that you need to work around to create a fair and balanced schedule.
• Create Saved Layouts of the Staffing Board - (Handout) As a staffing group owner, you can save schedulers the time of changing their filters and settings for the Staffing Board by creating saved layouts that they can quickly switch between, such as separate views focused on just the clinic or just the call portion of the schedule. There are three styles of views: Timeline, Staff Calendar, and Assignment Calendar.
• Create Scheduling Rules for Your Staffing Group - (Handout) Help avoid scheduling mistakes by creating rules that define expected work patterns or undesired scenarios to flag as scheduling conflicts, such as overtime.
• Create Split Shifts for Flexible Staffing Coverage - (Handout) You can now split shifts for certain assignments into smaller segments when needed to make it easier to find coverage when you're running short on staff.
• Mark Staff Members Absent for Shifts - (Handout) When a staff member can't make it for a scheduled shift, you can mark them as absent from the Staffing Board to help you visualize where you might need more coverage and create a record of how the schedule played out.
• Review Staff Requests for Shift Swaps and Offers - (Handout) Staff members can now use the Teamwork portal to request to swap shifts with or offer shifts to other staff members and respond to those requests.
• Send Available Shifts to the Marketplace - (Handout) After the schedule has been published, there might still be unfilled shifts for core assignments. To help get these shifts filled, you can send them to the Teamwork marketplace for staff members to pick up.
• Set Up and Manage Self-Scheduling for Your Staffing Group - (Handout) Allow qualified staff members to assign themselves to open shifts and capture staff members' scheduling preferences directly in Epic.
• Use Auto Assign to Generate a Draft of the Schedule - (Handout) Create the schedule for the next cycle by using Auto Assign to generate a draft of the schedule that you can start working from.
   

Frequently Asked Questions (Providers) - Review the most common questions and answers about Teamwork.

• Personalize How Epic Events Appear in Outlook - (Handout) When Outlook integration is turned on, you can customize the way that different types of events appear in Outlook, including appointments, cases, unavailable time, held time, template time, provider messages, OR blocks, and shift assignments.
• Pick Up Additional Shifts Online - (Handout) From the Teamwork employee portal, you can submit requests to take unfilled shifts from the marketplace.
• Schedule Your Own Shifts Online - (Handout) From the Teamwork employee portal, you can sign up for open shifts and submit requests for when you prefer the day off.  
  NOTE: Shifts available for self-scheduling will depend on staffing group settings.
• See Who's Available for Shift Swaps - (Handout) When you're looking for someone to swap a shift with in the Teamwork employee portal, you're now prompted to search for shifts by date and don't need to select a specific staff member first.
• View Your Schedule from the Staffing Board - (Handout) Providers can use the Staffing Board to view their schedule.