![]() ![]() If a staff member was unable to fill a particular shift, the reason will be listed.Once it has finished, you'll see a summary of shifts filled and not filled on a new modal. The Auto Scheduler window will display a status indicator as it processes each shift.You'll want to uncheck this box for shifts with in-person tasks, like staffing service desks, shelving, etc.You might check this box to fill chat shifts, if your staff is equipped to do chat remotely.When this box is checked, it will assign shifts to staff who have the status Available – Working From Home set for their available hours. Decide whether to check the box for Include Working From Home status.When the check is not overridden, the Auto Scheduler will stop scheduling a user for shifts once they have fulfilled their minimum hours per week.Optionally, check whether you want to override the minimum hours per week check.Optionally, check the option to run the Auto Scheduler for Favorite Staff only.That way, if someone has a shift from 10 am-11 am on Schedule A, they won't be scheduled for the 11 am-12 pm shift on Schedule B. When determining back-to-back shifts, Auto Scheduler will also check that person's other schedules-not just the current schedule.This field can be set to no minimum duration or you can add a grace period of 15 minutes, 30 minutes, or 1-3 hours.You can set the grace period for when their next shift would start in the Minimum duration between shifts field.Decide whether you want to prevent a person from being scheduled for back-to-back shifts.You can choose no limit all the way to limiting eight shifts per day. ![]() For example, to avoid someone from working more than two shifts a day, select Limit each staff member up to 2 shifts per day. In the Auto Scheduler window, select the date range you want the Auto Scheduler to fill.Select the schedule you want to edit from the Schedule for dropdown.Then, run the Auto Scheduler to fill in everything else. Cherry-picking: If there are certain people that you absolutely positively must have working certain shifts, then assign those people manually first.This can help ensure that your favored staff's maximum hours aren't being eaten up in other shifts. Then you can run it a second time for everyone else. Favorites first: You can run Auto Scheduler twice: the first time you can schedule only favored staff only.No preference: If you don't have any preference for who works which shifts, then just let Auto Scheduler fill every shift on your schedule.Prevent users from being assigned to back-to-back shifts.Prevent users from being assigned to shifts that would exceed their limit on consecutive hours worked.Stop assigning users to shifts once they have fulfilled their minimum weekly hours.Prevent users from exceeding their maximum number of daily, weekly, or monthly hours.First try to fill shifts with your favored users.Avoid scheduling users on holidays (as set up under Admin > Holidays). ![]()
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