Floating employees to new shifts using drag and drop

You can float an employee from their existing shift to a new ad-hoc shift. For example, this is used to assign employees from the float pool unit to units that are understaffed.

  1. Load a schedule.
  2. Locate the shift card for the employee you want to float. The shift card can be anywhere in the Schedule Zone or Float Pool Zone.
  3. Click and drag the employee's shift card to the section for the job and unit combination that you want to add the shifts to. The unit and job combination must be in the Schedule Zone.
    The Float Shifts pop-up is displayed. The unit and job for the new shift are pre-populated based on the job and unit combination you selected.
  4. In the Float Employee section, select the Float Code that you want to use when booking off the overlapping portions of the employee's original shift.
  5. If there are booked off activities in the middle of the overlapping time between the original shift and the unassigned shift, select the portion of the original shift to include in the float transaction using the Time radio buttons.
  6. In the To Open Shift section, specify this information for the shift that is being created:
    Date
    Specify the start date for the new shift.
    Shift
    Specify the shift label for the new shift.
    Time
    Specify the time range in the new shift to be assigned to the employee. The employee can be assigned to cover the entire shift or a portion of it. The float time selected must overlap some portion of the employee's original shift. The float time may not extend beyond the start time or end time of the new shift.
    When shift times are specified, the Leftover sections are populated to indicate portions of the shifts that are outside of the specified times:
    • In the Float Employee section, leftover times of the original shift remain assigned to the employee when the float is completed, not including booked off times.
    • In the To Open Shift section, relief shifts are created for any leftover times of the unassigned shift when the float is completed.
  7. For overnight shifts, select one of these options in the Detail Day list:
    • Select Next if the float period starts the day after the date selected for the new shift. For example, you would select Next if the date for the new shift is Tuesday, but the selected float period starts on Wednesday morning.
    • Select Previous if the float period starts the day before the date selected for the new shift. For example, you would select Previous if the date for the new shift is Wednesday, but the selected float period starts on Tuesday.
    • Leave this field blank if the float period starts on the same day as the date selected for the new shift.
  8. If there are any times leftover in the new shift, select the statuses to apply to the relief shifts in the Relief Status drop downs.
  9. Optionally, override the float details:
    1. Select the Override float detail check box to override selected shift details of the target shift you are floating to. When you select this check box, the shift detail fields are displayed as blank. If you do not select this check box, the shift details are not displayed and cannot be edited. By default, this check box is not selected.
    2. When you enable the Pre-fill original values setting, all visible shift detail fields are filled with values from the original shift you are floating from. If the shift you are floating from has multiple segments with different shift attributes, the pre-filled values are derived from the first segment based on the float time. If Pre-fill original values is disabled, the details from the original shift are removed from the shift detail fields. By default, this setting is disabled.
    When the Override float details check box and Pre-fill original values are enabled, you can still manually edit the shift details of the shift you are floating to. You can leave non-required fields such as Docket and Project blank. You must leave optional fields blank to clear their values or reset them to their default values after floating.
    When you disable Pre-fill original values , the values from the shift details are removed. If you deselect the Override float details check box, then the details of the floated shifts are not overwritten during the float operation.
    Note: The Override float detail check box does not affect the original (floated from) shift or leftover times in the target (floated to) shift.
  10. Optionally, specify comments for the float transaction.
  11. Click Submit.
    The float transaction is validated to ensure that it does not cause schedule compliance warnings or errors, that the float times selected are valid, and that the employee has the required qualifications to work the new shift. Otherwise, a list of warnings or errors is displayed in the pop-up.
  12. If warnings or errors are found, perform one of these options:
    • If only warnings are found, you can optionally enable the Approve Schedule Compliance Warnings check box to approve the warnings when the float is completed. Click Submit again to confirm the warnings and perform the float. Or, update the selected options or click Close to cancel the float.
    • If any errors are found, the float cannot be completed. Update the selected options or click Close to cancel the float.
The new shift is created and the employee is floated into the shift. Relief shifts are created for any leftover portions of the new shift.