Add or Change Scheduling Unit to WEM Skill Staffing Distribution

You can add or change the WEM Skill staffing distribution percent for each Scheduling Unit to WEM Skill association in the plan. To do this, the WEM Skill distribution calculation method setting must be Use Scheduling Unit to WEM Skill distribution.

WEM Skill Staffing Distribution Methods

There are 2 different methods for calculating the WEM Skill staffing distribution:

  • Use Scheduling Unit to WEM Skill distribution

    This method calculates WEM Skill staffing distribution using the values you enter on the Scheduling Unit to WEM Skill Distribution page.

  • Use WEM Skill FTE required

    This method calculates the WEM Skill staffing distribution using the weekly FTE required values for each WEM Skill in the plan. You can see these values on the Scheduling Unit to WEM Skill Distribution page, but you cannot edit them. The WEM Skill rows on the Scheduling Unit to WEM Skill Distribution page have a gray background.

You select the WEM Skill distribution calculation method in the Settings window. See Plan Settings. For more details on the WEM Skill staffing distribution methods, see WEM Skill Staffing Distribution.

On the Scheduling Unit to WEM Skill Distribution page:

  • The percentages get used in calculations for distributing staffing values from Scheduling Units to WEM Skills in the plan.

    The distributed values include FTE Actual, Attrition (absolute), and FTE New Hire.

  • The initial base staffing distribution percent gets calculated when you create the plan.

  • The base distribution values are in black text. If a plan week uses the base distribution, these values are in blue text. If you change a distribution percent in a plan week, all values for that week change to black text.

When the distribution percent differs from one week to the next, the FTE actual value for the WEM Skills may not be what you expect. When absolute attrition exists for the previous week, the full absolute attrition may not reflect in the FTE actual. This is because the staffing percentage distributed to the WEM Skills changed.

Scheduling Unit 1 has 200 FTE and 10 absolute attrition.

If you have 2 WEM Skills associated with the Scheduling Unit with a distribution percent of 50 each, you see the distribution in the Consistent Distribution columns below. If you change the week 2 distribution for the WEM Skills to 75/25, the WEM Skill FTE doesn’t drop 5 FTE for each. This is because of the distribution percentage change. See the Change in Distribution columns below.

Calculating FTE actual week-to-week at the WEM Skill level may not appear to be correct. But, because the distribution of staff from the Scheduling Units to the WEM Skills also changed between these weeks, the values are correct.

Table showing FTE Actual for consistent MU to CT distribution and a change in MU to CT distribution

To add or change the Scheduling Unit to WEM Skill staffing distribution percentages:

  1. Open a plan from the Manage Plans page.

  2. Click Scheduling Unit Distribution to open the Scheduling Unit to WEM Skill Distribution page.

    Screenshot of the MU to CT Distribution page

  3. In the Scheduling Unit field, select a Scheduling Unit.

    The list has the plan Scheduling Units . The Scheduling Units are sorted by name in ascending order. The default is the first Scheduling Unit in ascending order.

    After you select a Scheduling Unit, you see the:

    • WEM Skills associated with the Scheduling Unit (WEM Skill)

    • base staffing distribution percent for each WEM Skill (Base)

      The last saved values or the plan Scheduling Unit to WEM Skill distribution percent from Scheduling Unit to WEM Skill Distribution.

    • plan weekly staffing distribution percent for each WEM Skill.

      The last saved values or the base staffing distribution percent.

  4. To change the base distribution or the distribution for a plan week, enter the new value in the field and press Enter. You can also paste data you copied from ESP or another application.

    Valid values are 0.00 to 100.00. Do not enter the % symbol.

    The total distribution percent for each week must equal 0 or 100. If it does not, the week column turns red. Click on a red cell and hover over the error tooltip to see your Current total.

    When you change the base distribution, the values update for each week that uses the base distribution.

    Fill handle

    1. Select the cells you want to copy.

    2. Hover over the fill handle until the mouse icon changes to a plus icon.

    3. Click the plus icon and drag the cells where you want them copied.

    If the cells you select are part of a series, the paste continues the series. If you do not want the pasted cells to continue a series, hold the Alt key, click the plus icon, and drag the cells where you want them copied.

    Example fill handle

    If you drag the above selected cells to the right 3 cells using the fill handle, you get this:

    Example fill handl no Alt key

    If you hold the Alt key and drag the same cells to the right 3 cells using the fill handle, you get this:

    Example fill handle with Alt key

  5. To change a plan week to the base distribution, click Reset to base Image of Reset to base icon.

    This links the plan week to the base distribution. When the base distribution changes, the plan week changes to match it.

  6. To change all plan weeks to the base distribution, click Copy base to all weeks Image of Copy base to all weeks icon.

    This links all plan weeks to the base distribution. When the base distribution changes, all plan weeks change to match it.

  7. Click Apply.

    This applies your changes to the plan by recalculating the Scheduling Unit and WEM Skill staffing data based on the new distribution percentages.

  8. Repeat steps 3-6 for each Scheduling Unit in the plan.

  9. To undo all changes you made before clicking Apply, click Discard Changes.

  10. Click Return to Plan.

    The plan changes based on the Scheduling Unit to WEM Skill distribution changes you applied.

  11. Click Save or Save As to save your updates to the plan.

    This saves the plan settings and plan data. The plan data includes All WEM Skills, WEM Skill, Scheduling Unit, and Scheduling Unit to WEM Skill distribution data.