You have created a rota session but cannot see a staff member in the drop down of eligible staff for assignment
There are few possible reasons for this:
Drop downs are designed to provide intelligence – that is to say that they try to show staff names, ranked, according to a useful set of rules
- Eligibility
- Suitability
- Equity
The first of these, eligibility, is what could cause a staff member not to show in a drop down
Eligibility is where Tempo determines if someone is capable for a session in a rota
To be eligible, someone must first match the staff type of the rota shift. For example a nurse cannot be eligible for a GP shift or vice versa.
Then, if a session has specialism applied to it, the staff member must have that specialism applied to their Profile – to say they are capable of doing this specific type of work.
This is also true for social shift types.
As well as these things, a staff member who could be eligible may not be, due to the fact that their profile is not completed appropriately. The key thing is usually the required documents in the profile not being uploaded or ‘ignore missing docs’ is not ticked but a person may also be excluded from being eligible for assignment by an employent status. If a shift is specified as internal and a staff member has not be given the internal member attribute, they would not be eligible.
Suitability
After eligibility, comes suitability. Tempo takes all those eligible for a session and looks at who is most suitable. Suitability looks at a number of factors but, unlike eligibility, is not black and white, on or off. Suitability is about ranking stability.
Key factors for high suitability
- Location of session in rota matches usual location set for staff member in their work plan
- Not working elsewhere already
- Not being on leave at the time of the session
Less suitable people are often shown, further down the list but, if suitability matching means people fall outside the established suitability groups, Tempo may ask you to ASK the person if they wish to cover the session, rather than let you simply assign them. This is because they are deemed to not be expecting this assignment.
