Employees Auto Schedule Staff

If the Scheduling Method of a shift is set to Auto Schedule, you can use Auto Schedule to automatically assign staff to the slots of the shifts. The auto-scheduler uses a complex algorithm to generate the best schedule it can find based on the following factors:

• Staff are marked Active.

• Staff are not marked Do Not Auto Schedule.

• Staff aren't schedule to work overlapping shifts or in more than one scheduling location at the same time.

• Clients aren't receiving service from staff they have excluded.

• Staff are approved to work at the scheduling location.

• No empty slots.

• Staff has required scheduling location and client qualifications.

• Staff aren't scheduled when unavailable.

• Staff hours don't go over company absolute maximum.

• Cost is at its lowest.

• Staff are at manager or staff preferred location.

• Staff hours are not below staff minimum, company preferred minimum or company absolute minimum.

• Staff hours are not above staff maximum or company preferred maximum.

• Staff do not have gaps in their schedules or have gaps greater than the drive time from one scheduling location to another.

• Staff are scheduled when preferred (as opposed to available).