Auto-Assigning Employees to Unstaffed Shifts

  1. Load a schedule for the schedule period and team(s) to which you want to auto-assign employees to unstaffed shifts.
  2. Select Day Part, Scheduled Team, or Job Requirements from the View drop-down list.
  3. Click Auto Assign.
    The Auto Assign Selection Criteria panel is displayed.
  4. Do one of the following:
    • From the Job Requirements view, select the team/job time combination(s) from the Teams and Job Times list to which you want to auto-assign employees.
    • From the Scheduled Team view, select the team(s) from the Teams list to which you want to auto-assign employees.
    • From the Day Part view, select the team and day part combination(s) to which you want to auto-assign employees.
  5. Select the individual check box(es) for the days on which you want the auto-assignment to take place. To select the entire schedule period, click All Days. (Clicking this button again toggles the entire schedule period to unselected.)
  6. Select the algorithm to use for auto assignment from the Algorithm drop-down list. Possible options are default and custom.
  7. Click Auto-Assign to automatically assign unassigned employees to appropriate unstaffed shifts.

After the execution of auto-assignment, any resulting violations will be shown.

  • On completion, the Auto Assign Summary panel shows you how successful the auto-assign operation was.
  • You can also undo the auto-assign operation at this point if you want to try again.

Clicking Undo only undoes one level of (the last) auto-assign action. The Undo feature is disabled if you perform any edits on the schedule or if you load a new schedule after performing an auto-assign action.