Shift Board: Move Employee Functionality

Shift Board: Move Employee Functionality

Purpose

  1. This article explains the steps necessary to move an individual from one assignment to another using the Move Employee functionality.
  2. This feature can be used both on desktop as well as mobile app, ensuring that you are able to place users in the appropriate positions that they need to be in. 


Video 


Directions

1. Click on Scheduling > Shift Board.





2. Right-click on the user that you want to move to another assignment.


Right click on the user that you want to move to another assignment.



3. Click on Move Employee.


Click on Move Employee.



4. Select the Target Assignment, Target Position, and Target Work Type (if applicable). Click Move when done. 


Select the Target Assignment, Target Position, and Target Work Type (if applicable). Click Move when done.


5. The individual will be moved from their original assignment to the new one. 


The individual will be moved from their original assignment to the new one.
    • Related Articles

    • Sending Shift Reminders

      Purpose To explain how to send shift reminders. Shift reminders can be sent when you've moved a individual to another assignment, allowing them a heads up of this move. Video Directions 1. Navigate to Scheduling > Shift Board. 2. Determine who you ...
    • Initiating a Mandatory Force from the Shift Board

      Purpose Statement Guide Scheduling Admins on how to initiate a Mandatory Fill from the Shift Board to ensure critical shifts are staffed when voluntary responses are insufficient. Supports compliance with minimum staffing requirements and operational ...
    • Placing Individuals on Leave from the Shift Board

      Purpose To explain how to place individuals on leave from the shift board. Video Directions 1. Click on Scheduling >Shift Board. 2. Drag the user that you are putting off to the time off section of the scheduling deputy. 3. You can also right click ...
    • Scheduling > Shift Board> Shift Board Overview: Single Day

      Purpose Statement Provide users with a clear understanding of the Single Day View on the Shift Board. This feature allows users to see all staffing, activities, events, and unassigned shifts for a specific day, enabling better awareness of ...
    • Shift Board Overview: 7 Day View

      Purpose Statement Provide users with a clear understanding of the Seven-Day View on the Shift Board. This feature allows users to see staffing and unassigned shifts for an entire week, enabling proactive scheduling decisions and operational planning. ...