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 The feature automatically assigns unpublished OpenShifts to employees for you to review and publish.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.
  • Only unpublished OpenShifts are automatically assigned.
  • OpenShifts with no position are only eligible to be assigned to employees whose profile is not assigned to any positions.

How auto schedule works

Shifts are assigned to employees based on:

Configure additional assignment qualifications including:

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 Make sure the OpenShifts remain unpublished.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 button
  4. (Optional) Configure additional auto schedule settings.Configure auto schedule
  5. Click Run Auto Schedule. The shifts are automatically assigned in the scheduler.
  6. 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.
  7. Publish & Notify your employees of the schedule.
Updated on October 6, 2020

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