Floating and Flexing Staff

This is an overview of floating and flexing staff members, and viewing all of the historical staffing logs. This is an overview video describing how to do this, with instructions below for various topics.

1. Navigate to the Manage Staffing page.

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

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

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

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

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

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

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

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

5. Confirm the float by clicking the Float button

6. 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.

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

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

2. A side module will pop up showing the date

3. Select the Type of Flex in the dropdown below

   1. Shift Adjustment + Place On-Call - adjust the shift and place them on call for the remainder of the shift

   2. Place On-Call - place the staff on-call for the full shift

   3. Shift Adjustment - adjust the shift time to be longer or shorter

   4. Send Home - Low Census - send someone home and place them on PTO or on-call status

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

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

6. Confirm the flex by clicking the Flex button

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

8. 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.

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

1. Navigate to the Manage Staffing page.

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

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

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