Floating employees to other units

  1. In Scheduling > Multi-view Scheduler > Central staffing > Central Staffing, select an assigned shift and right-click.
  2. On the shift card context menu, select Float to Other Unit.
  3. In Float to Unit, specify the unit to float the shift to.
    By default, only the teams to which you have security access are displayed in the lookup.
  4. Select either Float to New Shift or Float to Existing Shift.
  5. If you select Float to New Shift, this option creates a new shift. You can click Shift Label and specify the shift or search for the shift to float the employee into.
    Note that only the shifts associated with the unit you selected in Float To Unit are displayed in the lookup.
  6. If you select Float to Existing Shift, you can select an unassigned shift from a list of shift cards that is displayed.

    Note that only the shifts associated with the unit selected in Float To Unit and the shifts that overlap with the shift to float from are displayed.

    Only one shift can be marked at a time. Clicking another shift will automatically clear the previous one. Clicking a marked shift can also clear it.

    You can click the refresh button to load any new shifts that were created while the window is open.

  7. Click Next.
  8. In Float Shifts, specify or search for the Float Code that you want to use when booking off the overlapping portions of an employee's original shift.
  9. In To Open Shift, specify this information:
    Date
    Specify the date.
    Shift Label
    Specify the shift to float the employee into.
    Time
    Specify the time in the unassigned shift to assign to the employee.
    Detail Day
    For overnight shifts, select one of the options from the drop-down.
    Relief Status
    If there are any leftover times of the unassigned shift, select the status to apply to the relief shifts.
  10. 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.
  11. Click Submit.