Staffing: Pre-Shift Balance – Adjusting Staffing Needs

← Staffing: Manager News – Managers Digital Bulletin Board | Staffing: Verification – Confirming Time Worked →

Pre-Shift Balance

The Pre-Shift Balance page on the Staffing tab allows you to view filled shift Shortfalls (by Level 2 Location) before they are actually worked – providing the opportunity to move workers between locations if necessary to accommodate staffing needs.

!Not all Users have the necessary access to use Pre-Shift Balance for reallocation.
If you do not see the Pre-Shift Balance under the Staffing tab, you will need to escalate the issue to Management.

View Pre-Shift Balance

1. Select the Date of the shift you wish to view (up to five days out is viewable).
2. Select the Location of the Shortfall.
3. Select the Shortfall time group.
4. Click on Filter button.

The results of your search will appear below.

The list allows you to easily view by Location:

• Name of the individuals assigned to work in that particular location
  Clicking on a specific name link will take you to that individual’s User Schedule page.
• Shortfall ID that they are filling
• Shortfall start and end times
• the assigned Location for the individual (shown as a filled circle below the corresponding Location)
  

Reassign Staff

To reassign an individual from one Location to another:

1. Locate the individual you would like to reassign.
2. Select the new Location you would like to assign the individual, and click on the circle under the corresponding new Location.
   Only one Location is permitted, so the new Location you select will become the only one with a filled circle.
3. Click the “Update Pre-Shift Balance” button near the bottom of the page.

The reassignments will now be reflected in the staffing schedule calendar.

!To view your reassignment changes on the staffing schedule calendar, make sure you’ve selected the correct corresponding Location on the calendar.

Next Topic: Staffing: Verification – Confirming Time Worked →