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.