Auto Scheduling

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Applies to ,

Overview

Auto scheduling leverages the information already entered in your When I Work account to create a schedule. The feature automatically assigns unpublished OpenShifts to employees for you to review and publish.

Considerations

  • Auto scheduling is only available in week view.
  • Shifts are automatically assigned to employees based on the following qualifications:
  • No more than one shift is distributed per employee per day.
  • Only unpublished OpenShifts are automatically assigned.
  • OpenShifts with no position are only eligible to be assigned to employees whose profile is not tagged to any positions.

Auto schedule shifts

  1. Click Calendar Scheduler.

  2. Click Add to add OpenShifts. Make sure the OpenShifts remain unpublished.
  3. Click Auto Schedule Shifts. Auto schedule shifts buttonAn auto schedule confirmation screen appears. Auto schedule shifts message
  4. Click Run Auto Schedule. The shifts are automatically assigned in the scheduler.
  5. Click Save Shifts or Revert.
    • Save Shifts saves the automatically assigned schedule.
    • Revert places the automatically assigned shifts back into the OpenShifts row.Save or revert calloutsAfter saving the shifts, review the automatic assignment. Make changes manually if necessary.
  6. Publish & Notify your employees of the schedule.

FAQs

Does auto scheduling take into account an employee’s availability preferences? 

The auto scheduling feature does not assign shifts to employees who have an unavailable preference entered in their availability calendar. At this time, the feature does not take preferred preferences into account when assigning shifts.

What if my employees do not have maximum hours set in their profile?

If an employee’s maximum hours is set to 0 in their profile, the employee can be automatically assigned no more than 40 hours per week.

Updated on September 12, 2019

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