equina 101
  • Introduction
  • Scheduler Quick Start Guide
  • Basic Terminology
    • Site
      • Site Name
      • Site Address
      • Hospital Affiliation
      • Specialty
      • Staff Type
      • Site/Team ID
      • Site Administrators
      • Weekend Definition
      • Schedule Imports
      • Invite Employees
    • Hospital
    • User
    • Employee & Proficiency
    • Groups
    • Spots and Shifts
    • Skills
    • Request
  • Autopilot
    • Overview
    • Spots
      • Groups
      • Spot List
      • Add New Spot
      • Shift Template
      • Sign - Out / Hand - Off
      • Pairing
      • Priority Filling
    • Employees
      • Employee Settings
      • Add Employee
      • Contracts
      • Skills
      • Seniority
      • Add Inactive Period
      • Employee Pairing
    • Rules
    • Rotation
    • Roster
      • Request Reminder
      • Add Requests
      • Add Shift Template
      • Add Single Shift
      • Assign
      • Swap
      • Pin
      • Autoschedule
      • Stats
      • Publish
    • Shift and Rule Issue Checker
  • Shift Changes and Trades
    • Interface
    • Offer Shifts
      • Video: How to Offer a Shift (Mobile)
      • Video: How to Offer a Shift (Desktop)
    • Replace Personnel
      • Video: How to Replace Personnel (Mobile)
      • Video: How To Replace Personnel (Desktop)
    • Pick up Open Shift
    • Trade Shifts
      • Video: How to Trade a Shift (Mobile)
      • Video: How to Trade a Shift (Desktop)
    • Split Shifts
      • Video: How to Split a Shift (Mobile)
      • Video: How to Split a Shift (Desktop)
    • Approval
  • Submit Requests
  • Account Settings
    • Inviting Users
    • Admin Roles
    • Google Sign In
    • Two-step authentication
    • Changing your Password
    • Rule Preferences
    • Document Builder
  • Message Center
    • Inbox
    • Compose Message
  • Calendar Tools
    • Shift Reminders
    • Printing Site Calendar
    • Printing Your Monthly Calendar
    • Calendar Subscriptions
  • Payroll Reporting
    • Overview
    • Pay Rules
    • Holidays/Paydays
    • Timesheet
    • Chart
    • Paid-Time-Off
    • Export
    • Time Clock
    • Shift Notes
  • License Tracker
  • Google / Outlook / Apple Calendar Subscriptions
    • Import your Google calendar into Equina
    • Equina Calendar Subscriptions with Google
    • Equina Calendar Subscriptions with Outlook
    • Equina Calendar Subscriptions with Apple
  • Password Reset
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  1. Basic Terminology

Employee & Proficiency

PreviousUserNextGroups

Last updated 3 years ago

An Employee is anyone who will be working shifts. Every Site will have its own set of employees and shifts. When adding employees in a Site, you will link each employee to a User you created. This approach allows one user to be linked to multiple employees, especially if they work at different sites within your department or organization. To add an Employee to a Site, simply go to Autopilot > Employees > Add New Employee. You will be asked to include information such as the user linked to this employee, the employee type, and their Skillset.

Every employee should have a Proficiency, which can be defined by the Spots they can work (Spot Proficiency) or by the Skills they have (Skill Proficiency). Having two different types of proficiency options is very powerful and gives a lot of flexibility when using our automation tools for scheduling.

You must link an employee to an existing user or create a new user to link to the employee