Staffing and Scheduling



Staffing and Scheduling





STAFFING


One of the most time-consuming concerns of most nurse managers is the staffing of the unit. Staffing requires having enough staff to deliver care but also requires that the staff that are present are qualified to deliver the care. Staffing schedules are also a major concern of nurses as they enter a health care environment, and issues with schedules are often cited as a major job dissatisfier by nurses leaving the workplace (Halm, Peterson, & Kandelis, 2005).


There have been multiple studies in the recent literature supporting the importance of safe staffing and its relation to patient safety (Hugonnet, Chevrolet, & Pittet, 2007; Stone, Mooney-Kane, & Larsen, 2007; Weissman, Rothschild, & Bendavid, 2007). Higher numbers of hours of nursing care provided by registered nurses and a greater number of hours of care by registered nurses per day are associated with better care for hospitalized patients (Needleman, Buerhaus, Mattke, Stewart, & Zelevinsky, 2002; Needleman, Buerhaus, Stewart, Zelevinsky, & Mattke, 2006).


Health care staffing is a complicated issue, requiring knowledge of patient acuity, nursing productivity, nursing competence, organization finance, and health care regulations.




THE AMERICAN NURSES ASSOCIATION PRINCIPLES FOR NURSE STAFFING


In 1999, the American Nurses Association (ANA) published Principles for Nurse Staffing, which emphasized the nursing work environment to provide safe patient care (Box 19-1). The ANA’s Principles for Nurse Staffing (1999) offers standards to incorporate and balance the needs of patients, nurses, and organizations committed to positive patient outcomes. The principles recognize that providing nursing care services can be multivariate and complex.



Subsequently, the ANA advocated a work environment that supports nurses in providing the best possible patient care by budgeting enough positions, administrative support, good nurse-physician relations, career advancement options, work flexibility, and personal choice in scheduling (ANA, 1999).


State departments of health have staffing regulations for health care institutions; these regulations are often broad. Additionally, California has mandatory staffing guidelines. These guidelines have provoked court challenges and much discussion and review in other states. On October 10, 1999, California became the first state in the nation to require mandatory safe licensed nurse/patient ratios in all units in acute care facilities. The legislation (AB 394) requires that additional nurses be added to a minimum ratio in accordance with a patient classification system based on the severity of the patient’s condition. Ten states have enacted legislation and/or regulations regarding nurse staffing plans and ratios: California, Washington, DC, Florida, Illinois, Maine, New Jersey, Oregon, Rhode Island, Texas, and Vermont (Robert Wood Johnson Foundation, 2007). Seventeen other states have introduced but have not enacted any legislation or regulations.



PROCESS OF STAFFING


A staffing plan addresses the requirements of the unit or organization over a defined period of time. Daily staffing plans outline what is necessary to meet the needs of the patients over a 24-hour period. An annual staffing plan is created to determine the budgetary needs of an organization. Daily staffing refers to filling in open shifts on the current work schedule.


Scheduling refers to making work assignments for the next work period. It is done from 4 to 8 weeks in advance depending on the institution (see Figure 19-1).


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Figure 19-1 • Nurse scheduling and staffing. (From California Health Care Foundation [2005]. Adopting online nurse scheduling and staffing systems. Oakland, CA. Used with permission.)


PROCESS OF DAILY STAFFING


The process of daily staffing begins with an assessment of the current staffing situation. The assessment includes the qualifications and competence of the staff needed and available (ANA, 2004). The next step is to formulate a plan to meet future needs. The staffing process culminates with a schedule (organized plan) of personnel to provide patient care services. Scheduling variables are defined as (Jones, 2007, p. 280):





STAFFING AND SCHEDULING SYSTEMS


There are various types of staffing systems in place in health care. The four major types are:



Many organizations are moving toward computer-assisted staffing.






Self-Scheduling


In this type of scheduling system, the scheduling is coordinated by staff nurses. It saves the manager considerable scheduling time. This system also increases staff members’ ability to negotiate with each other.


Table 19-1 provides pros and cons of centralized and decentralized scheduling.



Health care organizations must have in place a system to track available personnel. To match personnel with staffing needs, it is important that the organization is able to determine an individual’s skills, competencies, license, certifications, etc. Most scheduling is done in advance; therefore, future scheduling is used. Institutions use one or more of the following four types of future scheduling in their planning:



• Pattern scheduling—Staff commit to work a set number of shift types in a given time frame. At the end of the time period, the pattern repeats (such as 3 weeks of day shift followed by 1 week of night shift, repeated every 4 weeks). Pattern scheduling can also include permanent shifts, block shifts, and rotating shifts (Box 19-2).



Box 19-2   TYPES OF PATTERN SCHEDULING




Alternating or rotating work shifts—Work schedule based on a predefined pattern, such an alternate weekends off, or rotating from days to evenings every 3 weeks. Sometimes, however, the rotating of shifts may only occur as needed, such as when the night nurse is off.


Permanent shifts—Individuals are hired to work specific shifts, such as nights only.


• Block, or cyclical, scheduling


    This type of scheduling system uses the same schedule repeatedly. It may be similar to alternating or rotating shifts but may also include a pattern of days on and days off (four on; two off). Is often part of another type of scheduling pattern; see later.


• Eight-hour shift, 5-day workweek


    This method uses the traditional 5-day, 40-hour workweek. This does not mean that weekends are not covered; the nurse works 5 days a week with 2 days off, and the nurse may work alternating weekends.


• Ten-hour day, 4-day workweek


    This method utilizes the 10-hour day, 4-day workweek. It requires careful block scheduling to cover all shifts.


• Twelve-hour shifts


    Three days on and 4 days off. Some studies demonstrate that this method allows for better use of nursing personnel, increased continuity of care, and improved job satisfaction and morale (Garret, 2008).


• Baylor plan—weekend alternative


    Baylor University Medical Center in Dallas, Texas, started a 2-day alternative plan. Nurses have the option to work two 12-hour days on the weekends and be paid for 36 hours for day shifts, or 40 hours for night shifts, or to work five 8-hour shifts Monday through Friday. This plan required a larger nursing staff, filled weekend positions, and reduced turnover. Some hospitals have implemented the Baylor plan, indicating that the extra pay on weekends compensated for vacations, holidays, and sick time (Tomey, 2004, p. 393)


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Dec 3, 2016 | Posted by in NURSING | Comments Off on Staffing and Scheduling

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