Archiving Rosters
Any organization can archive a roster at any point in the roster workflow.
Archive reasons will be dynamic based on if the roster is in a submission, non-start or placed status.
-
Submission: if roster status = IS not ready to be scheduled
-
Non-Start: if roster status = IS ready to be scheduled AND no shifts worked
-
Placed: if roster status = IS ready to be scheduled AND at least one shift worked
NOTE: this will vary by organization as each organization can choose which statuses in their workflows are considered scheduling statuses. For the Kimedics default workflows, Temp Privileged, Pending Privileges, and Ready to Schedule are considered scheduling statuses.
What reasons should show based on when roster is being archived:
|
Archive Reason |
Submissions |
Non-start (in a ready to schedule status but no shifts worked) |
Placement (archived from ready to schedule status but) |
|
No longer a need/filled by external partner provider. |
X |
X |
|
|
No longer a need/filled internally. |
X |
X |
|
|
Representation rights by another organization. |
X |
|
|
|
Known to our organization (current employee, known to recruitment team) |
X |
|
|
|
Provider no longer interested/available |
X |
X |
|
|
Unqualified (credentials,malpractice, state license) |
X |
|
|
|
Unqualified (culture/fit, reliability, behavioral) |
X |
|
|
|
Scheduling availability (practice needs and provider availability did not align) |
X |
X |
|
|
Rate/Travel costs are too high |
X |
|
|
|
Unresponsiveness/Incomplete Forms |
X |
X |
|
|
Non-start-Onboarding issue (credentials, MSO, privileging etc) |
|
X |
|
|
Amicable departure |
|
|
X |
|
Unfavorable termination/Early Dismissal |
|
|
X |
|
Converted to W2/perm |
|
|
X |
Users can also leave a hiring recommendation (by default, always lands on 'need to evaluate') and a rating on a 1-5 scale with additional comments.