Purpose Statement

To explain how to add individuals to the Unassigned Persons section on the Shift Board.

Unassigned Persons are individuals associated with a specific rotation but not tied to a fixed assignment. These users can be manually placed into open positions as operational needs change, similar to a Float Company.

Background Information

The Unassigned Persons section on the Shift Board allows departments to maintain staffing flexibility while keeping personnel aligned with their assigned rotation.

Common use cases include:

• Float personnel who move between apparatus or stations
• Members awaiting daily assignment
• Personnel covering vacancies as needed
• Staffing adjustments due to training, details, or temporary reassignments

Once added, these individuals can be dragged and dropped into available positions directly from the Shift Board interface.

Required Permissions

The following permissions are typically required to add individuals to Unassigned Persons:

• Scheduling - Access Scheduling
• Scheduling - Access Shift Board
• Scheduling - Add/edit personnel into shift board
• Scheduling - Shift Board - View Unassigned

Permission requirements may vary based on role configuration.

Video

Step-by-Step Guide

Access the Shift Board

• Click the First Due logo
• Select Scheduling
• Click Shift Board

Add a New Unassigned Person

• Locate the Unassigned Persons section
• Click the Plus (+) icon

Complete Required Fields

• Employee Name – Select the individual from the dropdown
• Rotation – Choose the appropriate rotation
• From – Select the start date
• Until – (Optional) Define an end date
• Start and End Time – Specify applicable hours
• Kelly Days – Enable if applicable
  • When enabled, enter:
    • Recurring time off start date
    • Time off type
• Notes – Add any relevant operational details

Save the Entry

• Click Save
• The individual will now appear under Unassigned Persons
• They can be dragged and dropped into positions as needed

Best Practices

• Verify the correct rotation before saving to avoid staffing conflicts.
• Use the Until field when the assignment is temporary.
• Document details in the Notes field for shift officers.
• Regularly review Unassigned Persons to prevent outdated entries.
• Use drag-and-drop carefully to avoid unintended staffing changes.

Troubleshooting & FAQs

Q: The plus sign is not visible.

A: Confirm you have the required Shift Board and Off Roster permissions assigned to your user role.

Q: The employee does not appear in the dropdown list.

A: Verify the user is active in the Personnel module and assigned to the appropriate agency or rotation.

Q: What happens if I leave the “Until” field blank?

A: The individual will remain in the Unassigned Persons section indefinitely until manually removed or edited.

Q: Can Unassigned Persons be scheduled automatically?

A: No. Unassigned Persons must be manually dragged into positions.