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 ...
    • 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 ...
    • Shift Board Settings

      Purpose To explain the Shift Board settings in the Scheduling Module. Video Directions 1. Click on Scheduling > Setup. 2. The first thing you will see is the ability to adjust the Display Settings. The three Fixed Views cannot be adjusted: Monthly, 7 ...
    • Swapping Users on the Shift Board

      Purpose To explain how to swap users on the shift board. Video Directions 1. Click on Scheduling> Shift Board. 2. Right click on one of the users that you would like to switch, and select Switch Employee. 3. You will see the scheduling deputy changes ...
    • Creating a New Call Shift Rule

      Purpose To explain how to create a Call Shift Rule. Call Shift Rules determine how users will rotate on their Rankings Lists, as well as allow you to pre-build tiers for specific Call Shifts. Video Directions 1. Click on Scheduling > Setup. 2. Click ...