HS Scheduling: Auto Scheduling

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Overview

In the Scheduler, users can automatically assign shifts to their employees using the Auto Scheduling tool. 

Before Auto Scheduling, users will need to have shifts available for the Auto Scheduler to use. Forecasting the week’s schedule first is always recommended.

You can learn more about configuring the settings for the Auto Scheduler here. 

Auto Scheduling Steps

• When the needed number of shifts have been added to the schedule, select Menu

Fig.1 - Select Menu

• Select Auto Schedule 

Fig.2 - Selecting Auto Schedule

• Select the schedule you’d like to assign shifts to and the desired settings to use for Auto Scheduling
• When finished, select Generate Schedule

Fig.3 - Generating Schedule