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.
To use auto scheduling, follow these steps:
- When the needed number of shifts have been added to the schedule, select Menu and choose Auto Schedule.
- Select the schedule you’d like to assign shifts to the desired optional settings you’d like to use for the Auto Schedule.
- When finished, click Generate Schedule.