Scenario 2 - Booking an Employee Off

Jane, an RN in the ICU, is not available to work on Tuesday between 7:00 AM and 7:00 PM. Mary, Jane's supervisor, assigns Jane to an OFF shift to identify that she is off at this time. (She can do so using the book-off process or using the timesheet.) Jane will display 'OFF' in her schedule for Tuesday. Mary can view Jane’s details (the hours that she is off) in either the Schedule Details panel or in the Employee view.

In some cases, it may be necessary to schedule an employee who is booked off. For example, if there are two unstaffed shifts on Tuesday requiring an RN in the ICU from 7:00 AM to 7:00 PM and Mary (the ICU supervisor) cannot locate any available, suitable employees. She may have to assign Jane, even though Jane is currently booked off.

She selects Jane's cell and views her details in the Schedule Details panel, which is populated with employee name, date, team, start/end time, job and skill. Jane's schedule for the week is displayed on the Schedule tab (within the Assignment tab) and the Eligible Employees list box contains employees reflecting the set criteria.

Mary schedules Jane to work Tuesday from 7:00 AM to 7:00 PM as an RN in the ICU by selecting the RN job, entering a working time code and the start/end times in the Schedule Details panel, and applies the changes. Jane's cell now displays her start and end time of the newly-assigned shift.

Since Mary chose to force schedule Jane by selecting her cell, no unstaffed shifts are removed. Although Jane now counts toward coverage for that shift, two unstaffed shifts remain.