Modify a Shift

Access: Users assigned the Assignment - Change 5 - AFTER Posted permission. The following roles are assigned this permission by default: Charge, Admin Assistant, Scheduler, and higher.

The primary reason for modifying a shift(s) on the Schedule page of Facility Scheduler is for staffing changes across multiple days. For example, moving employees to balance needs across departments or temporary transfers.

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  Pro Tip: The Modify Assignment option allows you to select multiple shifts to modify at once. 

 

Though departments are encouraged to use the Staffing Dashboard to manage daily staffing, some departments, such as Case Management, may not use the Dashboard and rely on performing such tasks in the schedule. 

There are several methods for modifying a shift in a posted schedule. The method described below is the most direct.

To modify a shift in a posted schedule:

1. Locate the posted schedule for the employee whose shift is being cancelled.
2. Right-click on the shift and choose Modify Assignment from the options. 
3. Complete the fields on the Modify Assignment screen:
   1. Select the employee's Assigned Shift(s) to be modified.
   2. Select a Facility.
   3. Select a Department.
      Note the Float checkbox is preselected when an employee is moved from a previously scheduled department. 
   4. Select New Shift.
   5. Add a Note (optional). Things that may be of value to capture in a note are the reason for the modification such as low census, over staffed, etc. 

Schedule - Modify Assignments Screen

 

5. Review entries and click Save.
6. Confirm the cancellation.

The shift is now changed and will appear on the representative schedules as modified above. 

 

Additional Information

Changing an Assignment

Cancel Shift - Schedule Browse Screen

Edit Shift - Schedule Browse Screen

 

 

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      Facility Scheduler 3.11.13.0