Float Non-Home Unit Staff Directly to the Schedule Grid

Table of Contents

• Section 1: Introduction
• Section 2: Step-by-Step Guide
• Section 3: Additional Resources

Section 1: Introduction

M7 now allows schedulers to add float eligible staff to a non-home unit schedule and assign shifts directly from the Schedule Grid!

Section 2: Step-by-Step Guide

To add eligible non-home unit float staff to the schedule grid, view their schedules, assign them shifts, and send text blasts follow these steps:

Step 1: Navigate to the Schedule Grid.

Step 2: Click on the ✨new✨ “Add Staff to Schedule” button on the top left to open the sidebar.

Step 3: On the “Add Staff” tab, you can view all facility staff that are eligible to float to your unit. On the “Text Staff” tab, you can send text blasts to both eligible float staff and home-unit staff.

Step 4: On the “Add Staff” tab, simply select the checkbox next to a staff’s name to add them to the schedule grid. You can also multi-select to add multiple staff at once!

Step 5: Once you click “Add Staff”, the staff member entire’s schedule will be added to the schedule grid in their corresponding category tab. You will be able to view all of their existing shifts and add new shifts by clicking empty space on their schedule.

You will be able to edit any of their existing shifts that are assigned to units whose Schedule Grid’s you have “Edit” access to. —> If any of their shifts are assigned to units whose Schedule Grid’s you have “Read-Only” or no access to, you will only be able to view the shift details, not make changes.

Section 3: Additional Resources

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