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.
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