Floating and Flexing Staff

Navigate to the Manage Staffing page.

After customizing your settings in View Settings, you will be able to see your intended units and time spans in Manage Staffing

You can view the haves and needs of any unit via the Manage Staffing page

To float or flex any staff, we recommend clicking into an overstaffed position

Once you click into that position, click into the staff that you would like to Float or Flex

After selecting which staff you would like to float, click the Float button

A side module will pop up describing the date, the default shift time of the staffer, and where the staffer is floating from

Select where the staffer will be floated to by selecting the cost center under the Select Cost Center dropdown

Then, select what the staff will be working as by clicking the Working As dropdown

Confirm the float by clicking the Float button

This will automatically remove the staff from the unit they were initially with, and then add the staff to the unit that you floated them to.

The staff will also get a text message notification informing them that they were floated.

After selecting which staff you would like to flex, click the Flex button

A side module will pop up showing the date

Select the Type of Flex in the dropdown below

If needed, customize the flex time (if placing the staff on call)

You can write a note (optional) to document your steps

Confirm the flex by clicking the Flex button

This will automatically remove the staff from the unit they were initially with and flex the staff

If the staff was placed on call, the On-Call button in that unit (in the view in Manage Staffing will show the staff placed on call. Click the On-Call button to view what staff is currently placed on call and for what time duration.

The staff will also get a text message notification informing them that they were flexed

Navigate to the Manage Staffing page.

After customizing your settings in View Settings, you will be able to see your intended units and time spans in Manage Staffing

Find the unit you are interested in. You can see an On Call button that shows you how many staff are on call that day. By clicking into that button, you can see the exact staff that are on call.

To call a staff in, click on the position within the unit that you would like to call the staff in for

Navigate to the header called On Call

Click on the staff’s name, and then click the Call in button to call the staff in

The position counts will update and the staff will be notified by text

Navigate to the Manage Staffing page.

Click the Staff Log button on the top right of the page

You are now able to view Floats, Flexes, Working As, Staff Notes, and Census (all they are all headers)

You are able to view the staff, the units, and the float/flex details and who made those changes