Staffing Dashboard – Floating 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. Overstaffed periods are highlighted in yellow. The number in each cell indicates the number of employees with a given skill the period is under or overstaffed.

In the example below, department 3 West is short one RN from 7:00 AM to 7:00 PM while 3 East is overstaffed by one RN. The Staffer has decided to float an employee from 3 East to cover the shortage in 3 West.

 

Staffing Dashboard Displaying Staffing Levels

To float an assignment:

1. Click the red cell in the department to which you need to float an employee.
2. The Resource Assignment page opens displaying the Other Departments tab. On this tab, the staffer can view:
   1. A list of employees scheduled during the selected summary period.
   2. Employees with an existing secondary association to the department are identified by the [S] icon.
   3. Labels displaying department and skill staffing levels so that staffers can easily identify overstaffed departments from which to float staff.
   4. Last Cancelled and Last Floated dates for each listed employee.

Resource Assignment > Other Department Screen

 

3. Click a float-eligible employee’s name to open their assignment page.
4. Click Edit.
5. Update Department and Shift Code,
6. If the employee's assigned skills do not match those listed for the destination department, select the department skill the employee is temporarily covering.
   1. Skills displayed in black are the employee's assigned skills. 
   2. Skills displayed in red are temporary covering skills. 
7. Confirm the Shift Date and Times.
8. If the staff member is moving to a different department, the default Float setting will be set to Yes. If you change the default setting, enter an explanation in the Notes field.

Edit Employee Assignment Screen

9. Enter Notes as needed.
10. Click Next.
11. Review and confirm the assignment. The original shift assignment displays above the new, floated assignment for comparison.
12. Click Save & Finish to complete the float assignment.

 

You will be returned to the Other Department tab on the Resource Assignments screen.

Floated assignments are highlighted in blue when viewed on the Resource Assignments screen.

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

 

Staffing Dashboard Displaying Updated Staffing Levels

 

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 floating an employee to cover an entire shift. If the employee was floated to cover a portion of a shift, the original assignment may be split between departments. Click the link below for more information on splitting assignments.  

 

Additional Information

Dashboard - Viewing Staff Levels

Dashboard - Creating an Assignment

Dashboard - Editing an Assignment

Dashboard - Splitting an Assignment

Dashboard - Cancelling an Assignment

 

 

 

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      Facility Scheduler 3.11.0.0