A Shift Edit or similar
work code is required to complete this task. Terminology in reference
to shift edit include Shift Adjust, Schedule Adjust, Assignment
Move. Simply put, Shift Edit is a non-working type work code
with But Still Available selected and used to account for scheduled
time that won’t be filled.
To schedule on-duty personnel
into vacancies where the shift start and end times are different:
- Go to the Roster, select both the vacancy and
the person who will be staffing that vacancy
- Click on either the person or the vacancy to enable the Switch feature.
- Click Switch to display the Switch screen.
- In Mode, select Move...
- Review move to and move from positions
and change the work codes if needed. Be sure the work codes reflect
the change in positions. In this scenario, Shift Edit may be selected
to remove Mark Black from the entire shift starting at 6:30 a.m.,
or Add the Shift Edit work code after the switch.
All working type work codes display in the work code menu
box. Only non-working codes that are configured with the work code
property But Still Available set are selectable 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.
- Click OK to complete the move.
