Prepare a schedule for Auto-Assign

Preparation checklist

• Add active employees to the correct organization or department.
• Create dated shifts or recurring templates for the required period.
• Set required headcount or location/template minimums so the period has staffing demand.
• Record employee leave.
• Review weekly hours, preferences, work patterns and transition rules.
• Use the coverage preview before saving assignments.

Existing assignments

Auto-Assign preserves existing assignments and fills remaining demand. Clear selected assignments first if you want the engine to reconsider them.