Floating an Employee (Daily Roster)

• Important Note: Many HCA facilities have set the Daily Roster to Read-only access or disabled it entirely. For additional information see: Staffing Dashboard - Daily Roster

Access: Users assigned the Charge, Admin Assistant, Scheduler roles and higher may float a scheduled employee. 

When a department is understaffed for a particular skill, employees from other departments may be reassigned to help cover the shortage. This is referred to as a Float - i.e. an employee is floated from one department to another.

Floats are broadly defined as any edit or split of a scheduled shift that results in a department change for an employee.

A shift change is considered a float when:

• A staff member's assignment is moved from their home department to a non-home department.
• A scheduled shift is reassigned to a different department prior to or on the actual shift date.
• A staff member volunteers to be reassigned to a different department.

 

Any shift meeting the above requirements is automatically tagged as a Float shift.

• Important Note: Staffers and Schedulers can manually edit an assignment's float status. When the default status is edited, an explanation must be entered in the Note field.

  

To float an employee:  

1. Click Daily Roster in the main menu.
2. Enter a date range, Part of Day, select Department(s), Sorting preferences, and Summaries.
3. Click Save to generate the required Daily Roster(s).
4. To view summary periods, click Expanded View in the sub menu.
5. Locate the employee you wish to float and click the Shift Code.
   
   
   
6. The View Assignment page opens displaying the employee's shift information.
7. Click Edit Assign in the sub menu.
8. Select information for the Department to which the staff member is being reassigned.
   1. Facility: Lists the facilities in which the employee works.
   2. Department: All facility departments are listed.
   3. Skill: The staff member's skill are listed. Choose the skill they will be covering in the selected department.
   4. Shift: Select the shift code.
   5. Float: Automatically selected when a new facility or department is selected.
   6. Note: Enter notes as needed.
      
      
      
9. Click Save.
10. The new Facility and/or Department are added to the View Assignment page. The original assignment displays in red strikeout text.
    
    
    
11. Click Return to Daily Roster in the sub menu.
12. The Daily Roster displays:
13. The new shift department number  
14. The employee name and shift information in red strikeout text.
15. The Shift Summary Period number totals are updated to reflect the reassigned shift.  
16. The floated employee information is also added to the new department's Daily Roster and master schedule.  

 

Expanded Daily Roster View with Floated Shift Information

 

 

 

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      Facility Scheduler 3.11.14.0