Displaying Float History table

  1. From the homepage, select Scheduling > Multi-view Scheduler > Shift History > Float History.
  2. Specify this information:
    Employee
    Specify one or more employees whose float history records to view.
    Units
    Specify the teams to view float records for shifts associated with the selected employees.
    Include sub-units
    Select this check box to include all sub-units of the specified units.
    Calculation Groups
    Specify one or more calculation groups. Only employees who belong to the selected calculation groups are included.
    Job
    Specify one or more jobs. Only employees whose preferred job matches one of the selected jobs are included.
    Include Associated Jobs
    Select this check box to include employees whose preferred job is an associated job of any selected parent job.
    Employment Type
    Specify one or more employment types. Only employees whose employment type matches the selected values are included.
    Employee Work Type
    Specify one or more employee work types to limit results to employees who match the selected work types.
    Exclude Non-floated Employees
    Select this check box to return only employees who have at least one float record within the selected date range. Employees with no float history during that period are excluded, even if they match other criteria.
    Show Only Most Recent Float
    Select this check box to display only the most recent float record for each employee within the selected date range.
    Dates
    Specify the date range used to retrieve float history records.
    Order By
    Specify how the float history records are sorted in the report output.
  3. Click Load to display the Float History table.

Float history results are filtered based on the selected criteria. Records are displayed only for the dates when the employee is part of the selected team, job, calculation group, employment type, or work type. For example, if Team A is loaded for a full year, but an employee is only part of Team A for two months, only the float history for those two months is displayed.

To view the complete float history of an employee regardless of criteria, use the employee db lookup.

Note: If an employee has multiple float records within the filtered period, Float History displays all of those records with their corresponding float dates. However, the Days Since Last Float column shows only the value based on the employee's most recent float.