Schedules
Auto-schedule a week
Say what each day needs, preview the plan, then add it as drafts and publish.
Steps
- Open Team schedule, choose the Location and week, and choose Auto-schedule.
- For each kind of shift, set Start, Finish, Role and the number of People. Choose + Add another shift for more, or tap a template.
- Set Unpaid break, min and tick the Days.
- Choose the Preview button (it shows how many shifts, for example Preview 12 shifts). Nothing is added yet.
- On Check the plan, remove any shift you do not want with the cross, or choose Back to change the numbers.
- Choose the Add button (for example Add 12 shifts as drafts), change anything you like on the planner, then Publish.
How it shares shifts out
- People with the most contract hours left get shifts first.
- Shifts already on the week count, so running it twice does not double up.
- Nobody gets a shift on a day they have approved time off, a clashing shift, or dates they said they cannot work, and the rest and weekly limits from their overtime rule are kept.
- What nobody can cover becomes an open shift for your team to take.
Where to find it
Team scheduleAuto-schedule
Who has it: People who can edit the schedule. If it is not in your menu, your role does not include it.
Open Team schedule Opens the app. You may be asked to sign in first.
If something goes wrong
- It says those days already have everything you asked for.
- The week already has enough shifts at those times. Raise People, pick other Days, or add a different shift.
- Almost everything came out as an open shift.
- Nobody was free: check time off, availability and contract hours a week on each person's page in Team.
- I do not like the result.
- Before adding, choose Back. After adding, the shifts are only drafts: change or remove them before you publish.
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