Objective

The objective of this tutorial is to help you understand how to auto-fill the schedule with staff.

Overview

Access from your: Computer
Applies to:
Managers, Supervisors and Schedulers

The schedule wizard allows you to select a past timeline to use as a template to auto-fill with new staff assignments. When generating your new schedule we'll run the auto-fill against our extensive conflict avoidance system to eliminate as many conflicts as possible.

Wizard methods:

  1. Use existing staff - Only replace when a conflict is found.
  2. Replace all staff with new assignments - Obeys conflict checks.
  3. Randomize staff assignments - Disobeys conflict checks. 
  4. If no staff are available to schedule conflicts if needed to fill shifts.

After the wizard is finished you will have the ability to view any empty shifts and fill them in as needed.

Things to know before you begin:

  1. You must have a manager/admin, supervisor and scheduler access privileges to use copy schedule option from the drop-down.
  2. You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
  3. You can use schedule wizard under different views and mode with help of the icons listed on the top right and left-hand side.
  4. The schedule wizard cannot be used in the 'My Schedule' view.

Schedule Wizard

Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.

Note: Select the ‘Filter’ or ‘Advanced filters’ from the left-hand side according to your requirements

Step 2: To auto-fill the schedule, click ‘Schedule Wizard’ option from the top right downward arrow icon as shown in Image 2.

Step 3: Select the Timeline to use as a template as shown in Image 3.

Step 4: Choose the wizard method from the options as shown in Image 4

Step 5: Click ‘Start the Wizard’ tab as shown in Image 5.

After the wizard is finished you will have the ability to view any empty shifts and fill them in as needed.


If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

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