Add Assignment

• Important Note: Many HCA facilities have set the Daily Roster to Read-only access or disabled it entirely. For additional information see: Staffing Dashboard - Daily Roster

Daily Roster > Assignments > Add Assignment

Access: Users with permissions to edit the Daily Roster.

 

On occasion, a particular skill may be understaffed due to illness or a change in patient census. When this occurs, a staffer will need to find qualified staff from their home department or other departments to fill staffing gaps on the daily roster.

To add an assignment to the daily roster:

1. In the main navigation menu, click Daily Roster.
2. On the Daily Roster Filter screen, enter a date range, parts of day, select departments to view and click Save.
3. The  selected rosters display the current staffing levels for each skill along with a list of scheduled staff.

Daily Roster: Skills and Add Assignment Button

 

4. In the above example, the department is understaffed by two Unit Clerks (UC) and one Certified Nurse Coordinator (CNC).
5. Click Add Assignment to review available staff.
6. On the Add Assignment screen:
7. A color-coded list of department skills displays at the top of the screen with red indicating understaffed by the displayed number and yellow indicating overstaffed.
8. Tabs list unscheduled staff in both Home and Other Departments.
9. Staff listed on these tabs are not scheduled to work 12 hours before or after the displayed shift summary.
10. The number of hours staff have worked and are scheduled to work is displayed so that staffers can be aware of the employee's overtime status
11. Click a color-coded skill gap to view a list of unscheduled staff members qualified to work in that skill - both primary and secondary skills are listed.

 

Add Assignment Screen Displaying Skill Gaps and Unscheduled Staff from the Home Department

 

12. If there are no suitable staff members listed on the Unscheduled Staff - Home tab, click Unscheduled Staff - Other.

• 
  Note: Employees with a secondary association to the department being staffed are designated by the [S] icon. Unassociated staff members who are assigned shifts on the roster are designated by the [U] icon

 

13. When a suitable staff member is identified, confirm or select a skill from the available list, select a shift code the aligns with the need, and click Assign.
14. A confirmation message displays if the assignment is successfully created.
15. Click Close to return to the Daily Roster.
16. Refresh the daily roster screen to view the newly added assignment and recalculate skill assignment levels.

 

Additional Information

Edit an Assignment

Cancel an Assignment

Cancel a Partial Assignment

Split an Assignment

Replace Assignment with a Non-Product Shift

 

 

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      Facility Scheduler 3.11.17.0