Generating LFSO schedules manually

You can manually generate a week-long schedule for a location that has one or more Auto-Assignment groups.

Select Scheduling > Schedule Optimization > Schedule > Auto Assignment.
Specify this information:

Name

Specify a name for the schedule.

Location(s)

Select the location that you would like to schedule.

Start Date

Specify the start date for the schedule.
In the Staffing Requirements section, select how Auto-Assignment generates the staffing requirements for the location:

Load requirements minimum from location info

Select this option to create a schedule based on the minimum staffing levels that are defined for the location.

Calculate requirements from the forecast

Select this option to have Auto-Assignment generate staffing requirements from the forecast. This option uses the forecast and productivity standards in conjunction with the minimums to create the schedule.

Load existing requirements

Select this option to create a schedule based on the location's existing interval requirements. Before using this option, you must generate a workload for the location.
Select the Auto-Assignment groups that you want to use to make the schedule from the Group(s) field, and then 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 and then click OK to confirm.

The Auto-Assignment feature sends you a workmail notification when the Auto-Assignment process is complete. The workmail includes a link that can be used to view the generated schedule.