Staff On-Duty Personnel Using Switch

The Switch screen is used to perform on-duty moves on the Roster.

To schedule on-duty personnel into vacancies where the shift start and end times are the same:

  1. Go to the Roster.
  2. Select two people to swap or select a person and a vacancy to move personnel from one location to another.
  3. Click on one of the selected people or person to enable your Switch option:
  4. Click Switch to show the Switch screen.

  1. The Switch screen has multiple settings, to allow you to change the default settings. If no changes are needed click OK to complete the move. If you need to change the default settings, review the fields and change accordingly.

    All working type work codes display in the work code menu box. Only non-working codes that are configured as But Still Available display in the work code menu box. Moreover, if the work code contains an Account Code you will need to edit that work code after the Switch to reset the account code if the account code is desired. To reset the account code, edit > select another code in the menu box then return to the desired work code then click Save or type the account code in the field and click Save.

  2. Click OK to confirm your new settings.
Parent topic: Roster