This procedure uses unassigned shifts for the
Auto-Assignment process. These shifts may be generated before the Auto-Assignment
process is run, or the shifts can be unassigned due to employees calling in sick or
other reasons.
-
In ASV, open the unit you want to schedule for the date range
that contains the unassigned shifts that you want to automatically assign.
-
Click the Auto-Assignment button.
-
Select to assign the unassigned shifts using
Auto-Assignment.
-
Optionally, select Include unassigned rotation shifts to
include unassigned shifts that were created by Master Rotations or One-time
Schedules in the Auto-Assignment process.
-
Select the Auto-Assignment groups to include in the
Auto-Assignment process in the field and click Add.
-
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.
-
Click Go to start the Auto-Assignment process.
Note: A warning is displayed if any employees have their
schedule locked during the Auto-Assignment period. You can click Continue to start the Auto-Assignment
process without these employees. Or, you can cancel the Auto-Assignment
process to address the employee locks first.
-
Click OK to confirm.
The system locks all the unassigned shifts and locks the
schedule during the schedule period for employees included in the
Auto-Assignment group filters. Lock icons are displayed on the shifts included
in the Auto-Assignment process in the ASV window.
The Auto-Assignment feature sends you a workmail
notification when the Auto-Assignment process is complete. The system unlocks the locked
shifts and employee schedules.