Creating an Auto-Assignment schedule profile for Simple Scheduling

Use these steps to create a schedule profile you can use with Simple Scheduling.

  1. Select Scheduling > Auto-Assignment > Auto-assignment Schedule Profile.
  2. Click Create New Entry.
  3. Specify this information:
    Schedule Profile Name
    Specify the name of the schedule profile.
    Schedule Profile Description
    Specify a description of the schedule profile.
  4. In the Staffing Requirements field, select Load requirements minimum from location info
    Note: This is the only option available for Simple Scheduling.
  5. Specify the length of schedules to generate using this schedule profile in days in the Schedule Length field.
    Note: At this time, only weekly (7 day) schedules can be generated by Auto-Assignment.
  6. Select the Profile used for Batch schedule generation? check box to enable this profile for batch schedule generation. Clear the check box to disable this profile for batch schedule generation.
  7. Select the Enforce Schedule Crossover check box to enable the generation of crossover shifts, which overlap the end of the current schedule period and continue into the next schedule period.
    Note: See Generating shifts crossing multiple schedule periods for more information.
  8. Select Simple Scheduling to create a simple schedule, bypassing Auto Assignment's optimization engine.
    Note: When you select Simple Scheduling, the Auto Assign Group is no longer mandatory.
  9. Click Save.
  10. In the Team(s) section, click New Row.
  11. Select a team to be scheduled using this schedule profile. When this schedule profile is used, it generates a schedule for the corresponding store location.
  12. Add additional teams as required. You can select multiple teams to use the schedule profile to generate schedules across multiple store locations.
  13. Click Save.
  14. Optional for Simple Scheduling. In the Auto Assign Group section, click New Row.
    1. Select an Auto-Assignment group to be scheduled using this profile.
      Note: Auto-Assignment groups must be associated with one of the teams selected in the Team(s) section.
    2. Add additional Auto-Assignment groups as required.
    3. If more than one group is selected, then select the priority level for each group from the Group Weight column. When schedules are generated for this profile, the group with the highest Group Weight selects employees first based on the group's employee filters, followed by other groups in descending order.
  15. Click Save.