En Español

Overview

The Auto Scheduling tool automatically assigns available employees to open shifts based on your scheduling configuration and selected options.

Before using Auto Scheduling, make sure your schedule contains available shifts. For the best results, forecast the schedule and generate the required shifts before running Auto Scheduling.

Note: Auto Scheduling assigns employees only to existing shifts. It does not create new shifts.

Automatically Schedule Employees

Follow these steps to assign employees to available shifts using Auto Scheduling:

1. Open the Scheduler Menu

From the Scheduler, select Menu.

Fig.1 - Select Menu

2. Select Auto Schedule

From the Tools tab, select Auto Schedule.

Fig.2 - Selecting Auto Schedule

3. Configure Auto Scheduling

Choose the schedule you want to populate and configure the available Auto Scheduling options.

Common options include:

• Auto schedule House Shifts
• Auto schedule currently scheduled shifts
• Allow multiple shifts per day
• Allow shifts during unavailable time
• Honor employee requests off
• Honor employee scheduling thresholds
• Apply skill level rules
• Set maximum allowable hours and days

When your selections are complete, select Generate Schedule.

Fig.3 - Generating Schedule

Related Articles

• Autoscheduler Settings
• Creating and Editing Shifts