Regenerating schedules mid-week for Staff Groups

Use these steps to regenerate published schedules that were generated using the Staff Groups model. Regenerating a schedule using 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.
  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 the Start Date for the schedule regeneration. The specified start date must be today or in the future.
  5. 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.
  6. Select Have the System assign staff but keep existing requirements from the Staff Assignment drop down.
  7. 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.