Floating employees to another shift

You can float shifts to move an employee from one shift to another. You can move employees from the float pool unit to an unassigned shift or a new ad-hoc shift in another unit. You can also float employees from any assigned shift in the Schedule Zone to an unassigned shift or new ad-hoc shift to provide coverage for different times or a different unit or job.

In Central Staffing, floating an employee to an unassigned shift is performed using the right-click menu or by clicking and dragging the card for an assigned shift to an unassigned shift card. You can also float an employee to a new ad-hoc shift by clicking and dragging their assigned shift card to the card for any job and unit combination in the Schedule Zone.

You can assign employees to float to any team regardless of their security for that team. This feature is available to both Central Staffing and Advanced Schedule View.

See the information about SKIP_EMPLOYEE_TEAM_VALIDATION in the Infor Workforce Management Registry Parameter Reference Guide.

Floating an employee updates the shift job based on the Associated Job and the employee’s qualifications. This process is similar to assigning an employee to an unassigned shift.

See the information about Associated Jobs in the Infor Workforce Management MVS Implementation and Administration Guide.

When an employee is floated to a new shift, the floated-to shift inherits the job of the original shift.

When floating an employee to an existing unassigned shift, the behavior is determined by the FLOAT_USE_ASSOCIATED_JOBS registry parameter. By default, this parameter is set to false for upgrading customers and true for new customers.
  • If the parameter is set to True, the associated jobs are considered during the floating process, and the shift job updates based on the employee's qualifications and job hierarchy.
  • If the parameter is set to False, the shift job remains unchanged, regardless of the employee's qualifications.

For example, if Bob is qualified for Job C and is floated to a shift originally associated with Job A, B, or C, the shift job is updated to Job C when the parameter is set to true. If the parameter is set to false, the shift job remains as Job A, B, or C. Additionally, when job hierarchy is a factor, such as Job B is ranked higher than Job C, and an employee is qualified for multiple jobs like Job B and Job C, the shift is updated to the higher-ranked job (Job B) if the parameter is true. The job ranking is considered only when an employee holds multiple qualifications.

No qualification soft stops occur during the floating process. The Float To row in the confirmation model displays the updated job for each scenario. The employee's preferred job is also shown in this row when they are floated to another unit's shift.

For partial floats, only the assigned portion of the shift updates to the new job, and any remaining unassigned portion retains its original job.

Finally, when relief shifts are created following a floating process, they inherit the job of the original floated-from shift.