To float a staff member to another unit from the Schedule Grid:
- Go to the Schedule Grid and click on the staff member's shift that you would like to float them during
- Navigate to the right hand panel for that shift
- Go to the "Unit" dropdown and select the unit you want the staff member to work on
- Go to the "Status" dropdown and select "Floated"
- Click "Save and Post" in the top right hand corner
To float a staff member to another unit in the House View:
-
- Select the unit where you want to float a staff member—it will be outlined in purple.
- In the right-hand sidebar, click the purple “Float Staff” button.
- Eligible staff members will be highlighted in House View and listed in the sidebar.
- Click on the staff member’s name and choose the Shift Type at the bottom of the sidebar.
- Then click “Float Staff to…” and save your changes.
The floated staff member will now appear under the new unit with a pink buoy icon.
Comments
0 comments
Article is closed for comments.