Moving a User from one Shift to Another

Moving a User from one Shift to Another

Purpose

  1. To explain how to move a user from one shift to another. 
  2. This movement can occur when you are removing a user from their current rotation, and makes the process simple and streamlined to place them on a new rotation. 

Video 



Directions

1. Click on Scheduling > Shift Board.





2. Click on the pencil next to a user who will be moving to another shift.


Click on the pencil next to a user who will be moving to another shift.



3. Type in the date that the individual will be removed from the current schedule. 


Type in the date that the individual will be removed from the current schedule.



4. Determine if future trades and time offs will be kept or deleted. 


Determine if future trades and time offs will be kept or deleted.



5. Click on Shift Movement. This allows you to:
  • Choose a assignment.
  • Choose a rotation. 
  • Set a From and Until Date. 
Of the new rotation the user will be placed onto. 
Click Save when done.





6. Go to the Start Date that you placed for the individual, and you will see them in the new position. 


Go to the Start Date that you placed for the individual, and you will see them in the new position.

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