Floating employees to another shift using Mass Edit

You can use the Mass Edit mode to float multiple employees to another unit in one action. For example, you can move multiple staff around to cover for shortages and emergencies.

  1. Display the ASV view in which you want to float multiple employees. See Displaying schedules with ASV.
  2. Click the Edit Mode icon in the upper right corner of the window.
  3. Select Mass Edit. The pencil icon for mass edits is displayed with the function icons.
    See Function icons.
  4. Select the shifts that you want to float.
    You cannot float unassigned shifts.
  5. Click the pencil icon for mass edits and select Float. The Float Wizard is displayed.
    The selected shifts are ordered first by employee name, and then by start time.
  6. In the Floating Shift tab, select the unit to float the shifts to in the Float To Unit lookup. Only the teams to which you have security access are displayed in the lookup. To help you select the correct team, the team description is also displayed in the lookup.
    Note: When floating multiple shifts, the shifts can only be floated to one unit.
    The unit is updated in the Float to row of each floated shift.
  7. Specify this information for each Float To shift:
    Work Date
    Specify the date to which you want to float the employee. This field defaults to the same day as the Float From shift.
    Position
    Select the position the employee must fill.
    Detail Day
    Optionally, select Prev to float the shift to the previous day or Next to float the shift to the next day.
    Start Time
    Specify the time at which the shift is to start.
    End Time
    Specify the time at which the shift is to end.
    Shift
    Select the shift to float the employee into. Only the shifts associated with the unit selected in the Float To Unit field are displayed in the lookup.
    Note: The selected shift must overlap with the Float To times.
    Activity
    Optionally, select the activity of the shift
    Skills
    Optionally, select one or more skills for the shift.

    You can remove a shift from the float transaction by clicking the trash can icon.

  8. Click Next. The Manage Relief tab is displayed.
  9. If you are creating relief for the floated shifts, select the float code from the Float Code lookup.
  10. In the Create Relief for floated part of Original Shift section, select the relief status from the individual Status lookups to create relief shifts on the Float From unit for the floated parts of the original shifts. You can use the same relief status for all of this time by selecting the relief status from the top-level lookup.
  11. In the Create Relief for remainder of Target Shift section, select the relief status from the individual Status lookups to create relief shifts on the Float To unit for any time in the original shifts that is not covered by the target shifts. You can use the same relief status for all of this time by selecting the relief status from the top-level lookup.
  12. Click Next. The Confirmation tab is displayed.
  13. Review the details of your floated shifts including any relief. Click Previous to return to previous tabs if you need to make changes.
    Any compliance errors are listed in the Schedule Compliance Violation(s) section. Selecting Approve All approves all violations for all days for all employees.
  14. Click Finish to complete the float transaction. The shifts are floated to the selected unit and relief shifts are generated, if applicable.