Self-Scheduling Assessment Tool

Health Systems

Health Systems

Staffing Agencies

Staffing Agencies

Helpful Information

Care delivery model: A team-oriented, humanistic primary care method for providing quality patient care.

Collective bargaining agreement: A process of negotiations between employers and the representatives of a unit of employees aimed at reaching agreements that regulate working conditions.

Level of development of shared decision making: Degree of engagement that managers and staff posses to make decisions about scheduling.

Quality indicators: Measurements of health care quality that uses a hospital’s inpatient data.

Scheduling and staffing guidelines: A set of standards that ensures employee flexibility in scheduling their work hours.

Scheduling model: The method used to create your organization’s staff schedule.

Self scheduling: A system that enables nurses to access their unit's overall schedules so that they can request shifts and swap shifts with their colleagues. This helps nurses balance the demands of work and home life, and improves job satisfaction while decreasing turnover.

Shared governance or decentralized decision making: A professional practice model, founded on the cornerstone principles of partnership, equity, accountability, & ownership that form a culturally sensitive & empowering framework, enabling sustainable & accountability-based decisions to support an interdisciplinary design for excellent patient care.

Staff satisfaction: A measurement of whether employees are happy and content while fulfilling their desires and needs at work.

Vacancy rate: Number of unfilled positions with a nursing unit.

Is your unit ready for self-scheduling?
Self-scheduling increases staff engagement and provides nurses with more control over their personal schedules. Take this brief self-assessment to determine your staff’s readiness for self-scheduling. Get Started Now
If you need help or clarification on any section of of the evaluation, just click the Help Icon. [i]
Section 1: Approach
1. What is your current scheduling model?
2. What patient care delivery model is used on your unit?
3. Based on your care delivery model and skill mix, is there a need for a similar or different scheduling model for different job titles?
4. What is the level of development of shared decision making structures and processes on your unit?
5. What is the level of teamwork among staff to effectively resolve scheduling conflicts?
6. What is the level of staff compliance with unit operating guidelines and procedures?
7. What is the level of fairness that staff use to balance their needs with the needs of the unit?
8. What is the level of trust, respect, and good communication among your staff?
Section 2: Staff Mix
9. Is more than 90% of your staff full time?
10. Is less than 10% of your staff part time?
11. Over the last four scheduling periods, what percent of licensed staff had a variable scheduling pattern (versus a fixed rotation)? Do not include non-duty or benefitted time.
12. What is the vacancy rate on your unit?
13. Are there differences between shifts in the level of staff readiness for self-scheduling?
14. How would you rate the clinical experience/skill level of your staff overall?
15. What are the technical skills of your staff overall? (i.e. using computers to enter & view their schedules)
16. At what level is the evolution of Shared Governance or decentralized decision making in your organization?
Section 3: Guidelines
Are there scheduling and staffing guidelines that address:
17. Safe staffing limits
18. Weekend commitments
19. Monday/Friday commitments
20. Holiday rotation
21. Shift rotation
22. Are any scheduling processes defined in a collective bargaining agreement?
Section 4: Goals/Metrics
23. What are your primary objectives when considering self-scheduling?
24. What metrics will you monitor to measure the effectiveness of your scheduling model?
Your Score!
What's Next?
API Healthcare's client services can help you implement leading practices for self scheduling with our powerful staffing and scheduling solutions.
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