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Effective Leadership and Management in

Nursing
Ninth Edition

Chapter 17
Staffing and Scheduling

Copyright © 2018, 2013, 2008 Pearson Education, Inc. All Rights Reserved
Learning Outcomes
17.1 Determine staffing needs using evidence-based tools.
17.2 Plan workforce full-time equivalents (FTEs).
17.3 Describe the various ways to schedule staff.
17.4 Explain how to supplement staff when needed.

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Key Terms (1 of 2)
• Block staffing
• Demand management
• Full-time equivalent (FTE)
• Nursing care hours (NCHs)
• Patient classification systems (PTEs)

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Key Terms (2 of 2)
• Pools
• Self-scheduling
• Staffing
• Staffing mix

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Introduction
• Staffing and scheduling are important responsibilities of
the nurse manager.
• Decreasing nurse-to-patient ratios are associated with
higher patient survival rates.
• Nurses’ perceptions of workload and feelings of burnout
have been tied to job dissatisfaction, increased turnover,
and nurse-reported quality of care.

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Learning Outcome 17.1

Determine staffing needs using evidence-based tools.

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Staffing (1 of 4)
• Goal
– Provide appropriate numbers and mix of nursing staff to
match actual or projected patient care needs to provide
effective and efficient nursing care
• Managers
– Must examine workload pattern for the designated unit,
department, or clinic to determine needed staff
• Joint Commission identifies staffing expectations.
– Requires the right number of competent staff be provided
to meet patients’ needs based on organization-selected
criteria

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Staffing (2 of 4)
• Patient Classification Systems
– Also known as patient acuity systems
– Use patient needs to objectively determine workload
requirements and staffing needs
– Data collected at midpoint for every shift and
analyzed before next shift.
– Ideally, this system would accurately predict the
number and skill level of nurses needed for the next
shift.

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Staffing (3 of 4)
– Problems
▪ Nurses may call in sick.
▪ Patient's condition may change.
– Demand management
▪ Deviations are tracked and staffing adjusted
accordingly.

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Staffing (4 of 4)
• Determining Nursing Care Hours
– Patient workload trends analyzed for each day of the
week.
▪ Each hour in critical care.
▪ For example, if 26 patients required 161 nursing care
hours, an average of 6.19 nursing hours per patient per
day (NHPPD) are required.
– N HP PD
▪ Total nursing care hours divided by total census
(number of patients)
– There are no specific standards for NCHs for any type of
patient or patient care unit.
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Learning Outcome 17.2

Plan workforce full-time equivalents (FTEs).

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Planning FTE Workforce (1 of 4)
• Calculating FTE
– One FTE equals 40 hours of work per week for 52 weeks.
▪ 2,080 hours per year
– One person working full-time usually works 80 hours (ten
8-hour shifts) in a 2-week period.
– To staff an 8-hour shift takes 1.4 FTEs, one person working
ten 8-hour shifts (1.0 FTE) and another person working
four 8-hour shifts (0.4 FTE) to provide for the full-time
person’s 2 days off every week
▪ Staff working all 8-hour shifts
– 1.4 FTEs × 33 shifts = 4.2 FTEs

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Planning FTE Workforce (2 of 4)
– 2.1 FTEs are needed to staff one 12-hour shift each
day, each week
▪ Two people each working three 12-hour shifts and
one person working one 12-hour shift each week
▪ 0.9 FTE + 0.9 FTE + 0.3 FTE = 2.1 FTEs
– Staff working 12-hour shifts
▪ 2.1 FTEs × 32 shifts = 4.2 FTEs

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Planning FTE Workforce (3 of 4)
• Determine Staffing Mix
– Hygiene care, feeding, transferring, turning patients
▪ LPNS or UAPs
– Assessments, patient education, or discharge
planning
▪ RNs
– High RN skill mix allows for greater staffing flexibility.

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Planning FTE Workforce (4 of 4)
– Block staffing
▪ Scheduling a set staff mix for every shift
▪ May be trends in peak workload hours in
emergency departments, when additional staff (RN
, UAP, or secretary) beyond the block staff are
necessary
– Staff needs vary by shift or day of the week.
– Surgery patient census fluctuates.
▪ Higher census Monday through Thursday

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Learning Outcome 17.3

Describe the various ways to schedule staff.

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Scheduling (1 of 4)
• Nurse shortages and current restrictions in salary
budgets have made creative and flexible staffing patterns
necessary and probably everlasting.
• Flexible staffing patterns can be a major challenge and, in
some cases, a mathematical challenge.

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Scheduling (2 of 4)
• Self-staffing and self-scheduling
– Empowerment strategy allows unit staff the authority
to use their backup staffing options.
– Self-scheduling allows staff to create and manage
aschedule by indicating their preferred shifts to work.

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Scheduling (3 of 4)
• Shared schedule
– Two people share one full-time schedule.
▪ Splitting the day of 12 hours into half days of 6.5
hours each
▪ Alternating morning and afternoon shifts.
• Open shift management
– Allows staff to schedule additional shifts beyond their
expected shifts

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Scheduling (4 of 4)
• Weekend Staffing Plan
– Acuity of patients in hospitals, including medical and
surgical patients, mandates staffing units on the
weekends by the same principles used for weekdays.
• Automated Scheduling
– Matching patient demand to nurse staffing is better
done by automated systems than by individuals.
– Automated systems improve patient care outcomes
because nurses spend more time with the patients
who need the most nursing care.

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Learning Outcome 17.4

Explain how to supplement staff when needed.

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Supplemental Staff (1 of 2)
• Nurse manager must occasionally find additional staff.
– Options include :
▪ PRN staff
– Scheduled as needed
▪ Part-time staff

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Supplemental Staff (2 of 2)
• Internal pools
– Provide staffing at substantially lower cost than
agency nurses
– Can be centralized or decentralized
▪ Centralized pool is the most efficient.
• External pools
– Agency nurses become part of the regular staff
contracted to fill vacancies for a specified period of
time.
– Most agency nurses are used as supplemental staff.

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Copyright

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