Regenerating the full schedule for Staff Groups

Use these steps to regenerate unpublished schedules that were generated using the Staff Groups model.

  1. Select Scheduling > Schedule Optimization > Display a Schedule.
  2. Click Edit on the row for the schedule you would like to regenerate.
    Note: The schedule must start on the current date or in the future.
  3. Click the Regenerate button.
    The Regenerate Schedule screen is displayed.
  4. Select one of these options to determine how to regenerate the staffing requirements from the Staffing Requirements drop down:
    • Load requirements minimum from location info: Replace the existing staffing requirements with the minimum staffing requirements that are defined for the location.
    • Calculate requirements from the forecast: Regenerate the existing staffing requirements from the current forecast. This option is useful to adjust the forecast to account for the actual sales data recorded since the schedule was originally generated.
    • Load existing requirements: Regenerate the existing staffing requirements using the current workload generated for the location.
  5. Select one of these options to determine how to regenerate employee assignments in the Staff Assignment drop down:
    • Regenerate: Regenerate the entire schedule. This option deletes all existing shifts in the schedule and generates and assigns shifts to cover the updated staffing requirements.
      Note: Any manual adjustments made to the schedule are lost when using this option.
    • Have the system assign staff but keep the existing assignments: Adjust the schedule for changes in staffing requirements. This option generates unassigned shifts to cover any increases in staffing requirements. These unassigned shifts can be manually assigned to employees. Existing unassigned shifts may be deleted from the schedule if they would contribute to overstaffing after the staffing requirements are regenerated.
  6. Click Ok.
The schedule is regenerated according to the selected options, and the new schedule is displayed when the regeneration is complete. Regenerating the schedule may take a few minutes.