Generating LFSO schedules manually

You can manually generate a week-long schedule for locations that have one or more Auto-Assignment groups.

  1. Select Scheduling > Schedule Optimization > Schedule > Auto Assignment.
  2. Specify this information:
    Name
    Specify a name for the schedule.
    Location(s)
    Select the location or locations that you would like to schedule.
    Note: When scheduling more than one location, the locations must have the same Schedule Requirement Interval configured in their location setup.
    Start Date
    Specify the start date for the schedule.
  3. In the Staffing Requirements section, select how Auto-Assignment generates the staffing requirements for the location or locations:
    Load requirements minimum from location info
    Select this option to create a schedule based on the minimum staffing levels that are defined for the locations.
    Calculate requirements from the forecast
    Select this option to have Auto-Assignment generate staffing requirements from the forecast. This option uses the forecast and productivity standards in conjunction with the minimums to create the schedule.
    Load existing requirements
    Select this option to create a schedule based on the locations' existing interval requirements. Before using this option, you must generate a workload for the locations.
  4. Select the Auto-Assignment groups that you want to use to make the schedule from the Group(s) field, and then click Add.
  5. If you have selected more than one Auto-Assignment group, click and drag the groups to set the Priority order. The group with the Priority value of 1 selects employees first based on the group's employee filters, followed by other groups in ascending order.
  6. Click Go and then click OK to confirm.

The Auto-Assignment feature sends you a workmail notification when the Auto-Assignment process is complete. The workmail includes a link to view each schedule that was generated by the process.