Staffing Dashboard – Editing an Assignment

Access: Users assigned the Staffing Dashboard - Action Capable role. 

• Important: Managers and staffers must follow all facility and department staffing procedures when creating, editing, floating, splitting, and cancelling assignments. Past shift assignments may be edited up to the Prior Days Editable limit as set on the Facilities > General Info screen. 

The Staffing Dashboard displays real-time staffing and census data by facility, service line, department, shift summary period, and skill. Understaffed shift summary periods are highlighted in red. The number of required staff for a skill is displayed in the cell.

In the example below, department 3 West is short one RN from 11:00 AM to 7:00 PM. The staffer has confirmed an RN working from 7a to 11a can cover the rest of the shift. The existing assignment needs to be edited to cover the time periods.

 

Staffing Dashboard Displaying Staffing Levels

 

To edit an existing assignment from the Dashboard:

1. Click the cell containing the shift to be edited to open the Resource Assignments screen
2. In this case the employee is already assigned a shift in this department, so click the Home Department tab to view the list of currently scheduled employees
3. Click the employee’s name to open their assignment screen.
4. Click Edit.
5. Select a Shift Code that includes the summary period(s) currently scheduled and the period(s) being added. Start and End Times will be automatically entered based on the selected shift code (see note below).
6. Confirm the Shift Date.
7. Select a skill if needed.
   1. Skills displayed in black are the employee's assigned skills. 
   2. Skills displayed in red are temporary covering skills. 
8. Confirm or edit Charge and Float settings.
9. Enter Notes as needed.

 

Edit Employee Assignment Screen

10. Click Next.
11. Review and confirm the assignment. The original assignment displays above the new assignment for comparison.
12. Click Save & Finish to create the assignment.
13. The employee will be notified of this schedule change by SMS message if they have opted in. If they have not opted in, an alert message will display at the top of the screen.

 

You will be returned to the Home Department tab on the Resource Assignment page. If there are no additional assignments to edit, click Close at the top of the page to return to the dashboard view.

Click the Refresh icon to update staffing grid counts in the dashboard view.

Staffing changes made in the dashboard are immediately effective. FS schedules and daily rosters will update to include these changes when the screen next refreshes.

 

• Note: The example above includes steps for extending a shift for a previously scheduled, home department employee. The same steps are followed when changing a shift type, adding Charge or Float to an existing assignment, or removing a summary period to shorten a shift.

 

Additional Information

Dashboard - Viewing Staff Levels

Dashboard - Creating an Assignment

Dashboard - Floating an Assignment

Dashboard - Splitting an Assignment

Dashboard - Cancelling an Assignment

 

 

 

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      Facility Scheduler 3.11.0.0