Auto-Assignment groups

Auto-Assignment groups must be created before you can use the Auto-Assignment feature. These groups are where you assemble employees into groups that use the same set of rules. Users select one or more Auto-Assignment groups when generating schedules in the scheduling modules.

It is important to note that you do not assign individual employees to Auto-Assignment groups. Instead, employee selection is managed by creating filters (for example, job and team filters). These filters select the employees to be scheduled when Auto-Assignment is run. For example, for an Auto-Assignment group called RN-cardio, one filter is set for the Cardio team and the other filter is set for the RN job. When the RN-cardio group is selected for an Auto-Assignment run, the run assigns shifts only to employees with RN job qualifications who are on the Cardio team.

This section describes the step-by-step process of creating an Auto-Assignment group. The configuration chapters in this guide provide more details on individual rules and options, and how those options can be used to create schedule results that are optimized towards the client's business requirements.