Borrowing Staff Across Units in Schedules

This article explains how to borrow staff across a unit on a specific day in Daily Planning.

Borrowing staff is the only way to assign staff to activities in the units they are not assigned to in the Setup Schedule > Units > Unit Staff.

There is no workflow in the system to request borrows; the actual decision is made outside the system.

Instructions

1. In Daily Planning, open a Facility or Area by clicking the tile.
2. Open the Resource Pool.
   
   
   
   
3. Select the Unit drop-down in the corner and select a different Unit.
   
   
   
   
4. In the list of staff, click the … on the staff you want to borrow.
5. Choose to Borrow into… option.
   
   
   
   

Now the staff is available in the Resource Pool for Unit it was borrowed into. They will have an orange icon to indicate they were borrowed.

Please Note: Emails are sent to all schedulers in both the “from” and “to” unit.