Auto-Assignment group naming during staff group conversion

When staff groups are converted to Auto-Assignment groups, you can specify values in the Search and Replace fields to set the Auto-Assignment group name. This process uses the conditions provided in the Naming Convention for Auto Assignment Group.

Ensure that the values you specify in the Search field are tested before applying them to prevent unintended naming results.

Refer to these group naming behaviors:

  • Default: If you specify a search pattern and leave the Replace field blank, the matched portion from the staff group name is removed from the system. The remaining text becomes the Auto-Assignment group name.

    For example, if you specify ^[a-zA-Z0-9]+ |STORE in the Search field and leave the Replace field empty, then staff groups named STORE FULL TIME become FULL TIME when converted to an Auto-Assignment group.

    If there are multiple staff groups that result to the same Auto-Assignment group name, a number is added to each name in the system to distinguish them. For example, if several staff groups are named FULL TIME, their Auto-Assignment group names become FULL TIME 1, FULL TIME 2, and FULL TIME 3..

  • Using a Replacement String: If you specify values for both the Search and Replace fields, the system replaces the matched portion with the specified value in the Replace field.

    For example, if you specify ^[a-zA-Z0-9]+ |STORE in the Search field and AUTO ASSIGNMENT in the Replace field, then staff groups named STORE FULL TIME become AUTO ASSIGNMENT FULL TIME after they are converted into Auto-Assignment groups.

  • No Matches Found: If your specified value in the Search field does not match any staff group name, the system uses name of the first staff group and appends the value specified in the Replace field.

    For example, you specify ^[a-zA-Z]+ |STORE in the Search field and AUTO ASSIGNMENT in the Replace field. If no match is found, the staff group name becomes AUTO ASSIGNMENT <First Staff Group> after conversion.

  • Empty Search and Replace fields: If you leave both fields blank, the system uses the name of the most recently created staff group to name the Auto-Assignment group.

    For example, if the name of the most recently created staff group is REPORT STORE FULL TIME, the name of the Auto-Assignment group is REPORT STORE FULL TIME.