There’s a new toy in your ES Optimizer Stocking!

If you’re want­i­ng a great gift for the new year, take a moment to play with the Staffing Wiz­ard func­tion in ES Opti­miz­er. This new tool allows you to cre­ate a Staffing Analy­sis eas­i­ly with­out hav­ing to enter all the data pre­vi­ous­ly need­ed for dai­ly polic­ing and project clean­ing.

The Staffing Wiz­ard auto­mat­i­cal­ly uses your cur­rent ES Opti­miz­er clean­ing-stan­dard set­tings for all clean­ing ele­ments (Dai­ly and Project) for each fre­quen­cy group. In addi­tion, sim­ple and clear on-screen lan­guage makes the forms easy to under­stand and com­plete. Let’s take a look.

When you enter Staffing Analy­sis from the dash­board of ES Opti­miz­er, you’ll see a screen that looks like this:

Chart showing where to click the Staffing Wizard button


This par­tic­u­lar user has saved sev­en unique staffing analy­ses. I’ve drawn box­es around two new enhance­ments on this page: the Staffing Wiz­ard but­ton and a grid of data that shows bud­get­ed, cal­cu­lat­ed, and total full-time employ­ees (FTEs) for each analy­sis.

To start a new staffing analy­sis, click on the Staffing Wiz­ard but­ton. You’ll go to a screen that looks like this:

The Staffing Wizard landing page asks you to fill in staff data

As the tabs indi­cate, you can cre­ate a staffing analy­sis in four steps. (Step 1 opened by default when you clicked on “Staffing Wiz­ard.”) In this first step, you enter your depart­ment infor­ma­tion. The “Use Pre­vi­ous Staffing Set­tings” box lets you auto­mat­i­cal­ly pop­u­late the fields and edit the data as need­ed to save time. Once you have com­plet­ed this page, click on the Step 2 tab. No need to save your data between steps—Staffing Wiz­ard does that for you.

In Step 2, you respond to prompts that assess your staffing require­ments for discharges/transfers and between-case clean­ing duties. Notice that the text uses com­mon abbre­vi­a­tions and sim­ple lan­guage to make enter­ing the data easy.

The second step of the Staffing Wizard

In Step 3, you note any addi­tion­al staffing your depart­ment uses. Staffing Wiz­ard pro­vides ten pre­de­fined selec­tions by default. How­ev­er, you may cus­tomize these to include any staff des­ig­na­tions you wish.

Step 3 landing page to the Staffing Wizard

In Step 4, you select the rooms to include in your analy­sis. You can check an entire facil­i­ty, a build­ing, or any area you des­ig­nate. By default, Staffing Wiz­ard will ana­lyze staffing for all rooms. Fil­ters allow you to exclude closed rooms from analy­sis. You can also exclude all locked-in and con­tract­ed rooms, and you may fur­ther fil­ter these by “dai­ly clean­ing,” “cor­ri­dors, ele­va­tors & stairs,” and “project work.”

Screen for selecting rooms you want analyzed in the Staffing Wizard

The “notes” tab lets you enter impor­tant infor­ma­tion about your analy­sis. If you pre­s­e­lect­ed fil­ters, it auto­mat­i­cal­ly stores those choic­es here for your ref­er­ence.

Filters added automatically to the notes in Staffing Wizard

Now, select “Process Staffing Analy­sis” to instant­ly gen­er­ate the report (below). Staffing Wiz­ard makes staffing analy­sis quick, sim­ple, and easy. It’s a gift that will keep on giv­ing, week after week, all year long. If you’d like to learn what oth­er fea­tures ES Opti­miz­er can give to you to sim­pli­fy your envi­ron­men­tal ser­vices man­age­ment call us at 800–260-8665.

The report that is generated when you complete working with Staffing Wizard