Schedule bookings 

On Scheduling, you can add LTA, Per Diem, and Orientation bookings to your Employee's schedules.

Before scheduling a booking, note the following:

  • You can schedule LTA/Per Diem bookings only for the oriented Employees. For details, go to Orientation.
  • To schedule LTA bookings, you first need to onboard Employees to corresponding LTA orders on Order Management. For details, go to Onboard Employee (Per Diem and LTA).
  • To schedule Per Diem bookings, the matching availability might need to be added for this Employee (this depends on your Organization's policy.) For details, go to Add availability/unavailability.
  • You cannot schedule a booking if at least one of the following criteria is not met:
    • An Employee is missing a required credential(s) or a required credential is expired. To add/edit credentials, go to an Employee's profile > Credentials.
    • The Employee's department assignment does not match the selected booking dates.
      Hover over the error(s) displayed on the Schedule sidebar to view their details.
  • You cannot schedule a Per Diem booking for the same combination of region, location, department, and skill as the LTA order an Employee is already onboarded to. 
 

To schedule a booking:

  1. On Scheduling, filter Employees by a single region-location-department-skill or search by the specific Employee's name or ID. Then, specify the date range. Hide the imageSee the image.
    • The events will be scheduled based on the selected filters or based on the Employee's Home Cost Center (for a single-Employee view.)

  2. In the calendar grid, select the needed date(s). Note the following:
    • If you are scheduling a booking for an empty date, then proceed with the further steps on this page.
    • If you are scheduling a booking for a date with the already added event(s) (another booking, availability, or unavailability), then follow the steps in Schedule multiple events for the day (starting from step 3).
  3. In the Schedule sidebar, select the Book tab. Hide the imageSee the image.

  4. From the Shift dropdown list, select one of the preconfigured options or specify your custom time.
    Here, you can also select additional booking attributes by turning on the corresponding toggles:
    • ORI (orientation): turn on to schedule an Orientation booking. For details, go to Add orientation.
    • CRT (Critical Order): turn on to mark a booking as critical.
    • OC (On-Call): turn on to mark a booking as on-call.
    • CHG (Charge): turn on to indicate that an Employee is in charge of another Employee(s) during the current booking. 
    • PRC (Preceptor): turn on to indicate that an Employee trains another Employee during the current booking.
    • Meal: turn on to indicate that an Employee had a mealtime during the current booking. The mealtime will be deducted from the overall booking time as follows:
      - For 6–11:59-hrs bookings: 30 minutes;
      - For 12–24-hrs bookings: 1 hour.
      The hours with the deducted mealtime will be used for reporting (not the ones visible on a booking.)
      • You cannot use the Meal attribute for OC bookings.
    • Bonus ($): turn on to mark a booking as a bonus shift.
      This toggle is available if enabled by the configuration; and you can manage it only if you have the proper permission.
  5. Select Save.

After this, the added booking is visible on the Employee(s)' schedule across all the departments to which the Employee(s) is assigned. Hover over the scheduled booking to view its details in the tooltip. Hide the imageSee the image.

  • If an Employee is scheduled for their primary skill, the skill name is not displayed in the tooltip. However, if scheduled for a secondary skill, you can view the skill name in the tooltip.

Bookings and orders interrelation

After scheduling a booking for an Employee, the following logic is applied:

  • If a booking is scheduled within the period an Employee is onboarded to an LTA order, the booking is automatically linked to this LTA order. You can view the corresponding order ID in the schedule (by hovering over the date cell) and the L icon next to the booked time range. Hide the imageSee the image. Otherwise, see the following points.


  • If a Per Diem order matching a scheduled booking is available on Order Management, the booking is automatically linked to this order, and the Employee is onboarded to it. You can view the corresponding order ID in the schedule by hovering over the date cell.
  • If no matching Per Diem order is available for the scheduled Per Diem booking, then depending on the configuration, one of the following scenarios is possible:
    • If the "Auto-generate Per Diem Orders based on created Bookings" configuration is turned OFF, a stand-alone booking (not linked to any order) is created on Scheduling.
    • If the "Auto-generate Per Diem Orders based on created Bookings" configuration is turned ON, a new Per Diem order is generated on Order Management based on the created booking, and the booking is linked to this order. You can view the corresponding order ID in the schedule by hovering over the date cell.

Note the following:

  • If an Employee is not eligible for an order due to tiering logic, then the scheduled booking is not matched to the corresponding order. For details, go to Internal tiering logic.
  • If multiple Per Diem orders match the scheduled booking, then an Employee is onboarded to the order based on the following criteria and priority:
    1. Full-time match for primary skill.
    2. The longest overlapping time for the Employee's primary skill.
    3. Critical order.
    4. The earliest creation date of order.
  • If multiple bookings match the same Per Diem order, then the Employees are onboarded to this order based on the following criteria and priority:
    1. Employee's primary skill match.
    2. Alphabetical order.
 
  • If a booking matched to an order does not cover all hours required for the order and your Organization has enabled partial order creation, a new order will be created for the remaining hours once the Employee is onboarded, as long as the leftover hours meet the configured value.

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See also