Creating an Advanced Schedule Profile

  1. Select Scheduling > Advanced Schedule Profile.
  2. Click Create New Entry.
  3. In the Schedule Profile Details section, specify this information:
    Fields marked with an asterisk are required.
    Schedule Profile Name*
    Specify a name for the schedule profile.
    Schedule Profile Description
    Specify a description for the schedule profile.
    Schedule Length*
    Specify the length of the schedules generated using the profile.
    Profile Used for Batch Generation
    Select this check box to enable the profile for batch schedule generation. This check box is unmarked by default.
    Staffing Requirement Generation Option*
    Select one of these options to determine how staffing requirements are generated or used:
    • Use existing unassigned shifts- Select this option to run Auto-Assignment using only existing unassigned shifts in the team's schedule.

      You can control which unassigned shifts are included in the Staffing Requirements Generation Details section, in the Include existing unassigned shifts for Auto-Assignment field.

    • Use staffing requirements minimum- Select this option to generate shifts from the minimum staffing requirements defined for the team. Schedules or shifts are created so that only minimum staffing requirement levels are met. When you select this option, the Create Unassigned Shifts Only check box and Include existing unassigned shifts for Auto-Assignment field are available in Staffing Requirement Generation Details.

      You can use Create Unassigned Shifts Only on its own or both Create Unassigned Shifts Only and Include existing unassigned shifts for Auto-Assignment simultaneously. When both options are configured, existing unassigned shifts are considered. Only the deficit between the requirement and the number of existing unassigned shifts is generated or assigned.

    • Use existing workload requirement- Select this option to generate a shifts based on the team's existing workload requirements. Before using this option, you must have generated workloads from forecasts, import, or manual creation.

      When you select this option, the Create Unassigned Shifts Only check box and Include existing unassigned shifts for Auto-Assignment field are available in Staffing Requirement Generation Details.

      You can use the options on their own, or both together. When both options are configured, existing unassigned shifts are considered and only the deficit between the workload requirement and number of existing unassigned shifts is generated or assigned.

    • Use regular shift templates- Select this option to generate a shift or schedule based on regular shift templates. Shifts are generated to fill any gaps between the existing schedule and the shifts defined in the shift template. When you select this option, the Create Unassigned Shifts Only check box and Include existing unassigned shifts for Auto-Assignment field, and Template field are available in Staffing Requirement Generation Details.

      Create Unassigned Shifts Only and Include existing unassigned shifts for Auto-Assignment are both optional, but you can only use one field at a time when you select Use regular shift templates.

      Both fields are optional, however you can only use one field at a time when generating staffing requirements using regular shift templates.
    • Use replacement shift templates- Select this option to replace existing shifts in the schedule using replacement shift templates. You can only select shift templates where the Replacement shifts option is enabled. When you select this option, the Template field in Staffing Requirement Generation Details is available.
  4. In the Team(s) section, select a team for the schedule profile in the Team field.
    You can also use the Search field to query a specific team.
  5. In the Auto Assign Group section, click New Row.
  6. Specify this information:
    Fields marked with an asterisk are required.
    Auto Assign Group*
    Select the auto-assignment group for the schedule profile. You can add multiple auto-assignment groups as required. You can also use the Search field to query a specific auto-assignment group.
    Group Weight*
    Specify the priority of the auto-assignment group for the optimization calculation.
  7. In the Staffing Requirement Generation Details section, specify this information:
    Fields marked with an asterisk are required.
    Create Unassigned Shifts Only
    Select this check box to generate unassigned shifts and leave the shifts on the team's schedule instead of assigning them to employees.

    When this check box is selected, optimization is used, where applicable, to determine which shifts to create. These shifts are not assigned to employees.

    When this check box is cleared, shifts are generated and assigned to employees using Auto-Assignment.

    Before unassigned shifts are created, the system checks for existing unassigned shifts in the team. If there are unassigned shifts that exactly match the shift label, shift attributes, job, job association, and job pair, those shifts are considered as duplicates and are skipped.

    This check box is available when you select Use regular shift templates, Use staffing requirements minimum, or Use existing workload requirement in Staffing Requirement Generation Option.

    Include existing unassigned shifts for Auto-Assignment
    Select existing unassigned shifts from Rotation, Non-rotation, or Both to include in the auto-assignment process.

    When you select Rotation, unassigned shifts created from Master Rotations or One -time Schedules are included.

    When Include existing unassigned shifts for Auto-Assignment is configured together with generation options such as Use staffing requirements minimum, User existing workload requirement, or Use regular shift templates, selected existing unassigned shifts are considered. Then, additional shifts are generated and assigned to meet the requirements.

    This field is available when you select Use regular shift templates, Use existing unassigned shifts, Use Staffing requirements minimum, or Use existing workload requirement in Staffing Requirement Generation Option.

    For Use regular shift templates, you can use this field or Create Unassigned Shifts Only, but not both fields simultaneously

    Template*
    Select the shift template used in shift generation. This field is required if you selected Use regular shift templates or Use replacement shift templates in the Staffing Requirement Generation Option. The available templates are filtered by the selected teams, date range, and template type. If a selected template is expired for the scheduling period when the job runs, an error is returned so you can correct the configuration.
    Minimum Transition Length (Hours)*
    Specify the minimum number of hours that an employee is assigned to cover a single staff requirement within a shift. This includes a combination of job, activity, and department. You can only specify whole numbers in this field, shorter increments are not supported.
    Maximum Transitions*
    Specify the maximum number of times an employee can transition from one staff requirement to another staff requirement during a shift. Specify 0 to disable shift transitions in the regenerated schedule.
  8. Click Save.