Staffing Dashboard – Splitting 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 2 East Spine Center is short two RNs. The Staffer has decided to move an employee from 2nd Floor – Med Surg to cover the 3:00-7:00 PM summary period. Since the employee will be moved in the middle of their scheduled shift, the staffer will split the assignment.

 

Staffing Dashboard Displaying Staffing Levels

To split an assignment:

1. Click the yellow cell in the department FROM which you are moving the employee.
2. The Resource Assignment page opens displaying the Home Department tab. On this tab, the staffer can view:
   1. A list of employees scheduled in the selected department during the summary period.
   2. Employees with a secondary department association are identified by the [S] icon.
   3. Last Cancelled and Last Floated dates for each listed employee.

Resource Assignment > Home Department Screen

3. Click an employee’s name to open their assignment screen.
4. Click Split.
5. Enter the Split Time and click Next.
6. Edit the Assignment A fields as needed.
7. Click Next.
8. Edit the Assignment B fields to reflect the second portion of the split assignment.

Employee Assignment Screen

9. 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. 
9. Select Charge and/or Float settings.
   1. If the staff member is moving to a different department, the default Float setting will be set to Yes.
   2. If you change the default setting, enter an explanation in the Notes field.
10. Enter Notes as needed.
11. Click Next.
12. Review and confirm the assignment. The first portion of the assignment displays above the second portion.
13. Click Save & Finish to split the assignment.

 

You will be returned to the Home Department tab on the Resource Assignments screen. If no further edits are required, click Close to return to the Dashboard.

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 splitting an assignment between departments. The same steps are used when changing shift types or skills during a scheduled assignment. You may also use the split shift option when canceling a portion of a scheduled shift.

 

Additional Information

Dashboard  - Viewing Staff Levels

Dashboard - Creating an Assignment

Dashboard - Editing an Assignment

Dashboard - Floating an Assignment

Dashboard - Canceling an Assignment

 

 

 

---

      Facility Scheduler 3.11.0.0