Set the Organization Unit Indicators

Set the organization unit indicators to:

• Determine which employees on the Roster and Qualified Staff lists are from float resource pools.

  When set up, float employees appear with (F) after their names.

• Enable the word Extra to appear on the CSO for the shifts determined to be extra shifts.

  Marking certain shifts on the Current Staffing Overview as Extra allows you to prioritize employees that should be called-off first during low census.

  When enabled, extra shifts are determined to be any pending or published schedules acquired by the employee through the following transactions:

  • Broadcasts (Open Shifts Notifications)
  • Requests to Work
  • Accepted Offers
  • Schedule Incentives
  • Trades

    Extra shift schedules that are exchanged through trading result in the Extra symbol being applied to the acquired schedule.

Float determination

Note: The float resource determination is made only at the department/cost center level.

To set the organization unit indicator for float resources, complete the following steps.

1. Navigate to Configuration section > Organization Unit card > Organization Unit.
2. Search for and open the desired float organization units.
3. Click the Indicators tab and open the Staffing and Scheduling card.
4. In the SS Solution Standard 4 field, select the appropriate option.
   • N = Not an agency organization unit
   • A = Is an in-house agency organization unit
   • B = Is an external agency organization unit

   When set to A or B, (F) appears next to the name to indicate the employee is in a float unit.

5. Click Save.

Extra symbol

Note: The Extra symbol is enabled only at the root level.

To set the organization unit indicator for the Extra symbol, complete the following steps.

1. Navigate to Configuration section > Organization Unit card > Organization Unit screen.
2. Search for and open the root organization unit.
3. Click the Indicators tab and expand the Staffing and Scheduling card.
4. In the SS Solution Standard 15 field, select the appropriate option.
   • Y = Extra shift processing for scheduling is enabled
   • N = Extra shift processing for scheduling is disabled
5. Click Save.