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9 months ago     Allena Rouse     0 Comments

Shiftplanning's 'Schedule Wizard' Updated with Auto-Fill Feature

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The 'schedule wizard' has received incredible feedback from our users and is helping them save copious amounts of time in shift assignment. However, the ability to fill open shifts was amongst the most requested upgrades to the wizard. ShiftPlanning’s new ‘Auto-filled Shift’ feature will streamline the process to auto fill open/empty shifts based on the employee’s availability. Users only have to select a timeline/shift (available for a particular shift, daily, weekly, and monthly timelines) and run the 'Schedule Wizard.' This feature works quite nicely with the previous announcement of templates.

Step 1: In the schedule tab, go to the date range and the view that you'd like to fill with employees.

http://cdn.spgrab.com/23_08_11_08_47_25.png

Step 2: Access the gear-shaped action icon, and click on 'schedule wizard'.

http://cdn.spgrab.com/10_08_11_10_32_51.png

Step 3: The wizard will automatically detect the empty/open unfilled shifts. Click on the option ‘Fill these shifts’, if you want to fill the empty slots/shifts.

http://cdn.spgrab.com/23_08_11_16_22_01.png

Step 4: You have the option either to fill both the open and empty shifts or to uncheck the open slots option to only fill the empty shifts.

http://cdn.spgrab.com/23_08_11_16_22_43.png

For empty shifts you can specify the number of employees required.

Step 5: Wizard will show unavoidable conflicts. Take care of any specified conflicts

http://cdn.spgrab.com/10_08_11_10_56_56.png

The shifts are now automagically filled!

http://cdn.spgrab.com/23_08_11_08_47_59.png

You also have the ability to auto fill a specific shift. Click on the option ‘Auto-fill shift’ at the right bottom corner of the shift management screen.

http://cdn.spgrab.com/23_08_11_09_27_33.png

Select the number of employees you want to fill the shift with.

http://cdn.spgrab.com/23_08_11_17_05_12.png

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As always, please feel free to let us know of any questions, comments, or concerns. We have a dedicated forum for feedback about the the autoscheduler and other features of our latest release.

Happy Scheduling!

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