AutoSchedule

How do I use the AutoSchedule screen?

(Return to Pending Schedules)

How do I?

Go to Previous week?

Go to Next week?

Delete Existing?

Process?

Next?

Process Auto schedule From Destination?

Explanation:

You can access the AutoSchedule screen by selecting AutoSchedule from the Schedules menu.

• Is used to assign the shift to the employees as per the requirements come from demand template.

• Auto scheduling of the shifts to the employees are done only for 1 week only.

You can complete the AutoSchedule process in four steps, which are mention below:

Destination Tab:	Is used to auto schedule the shifts for the group. Please click here for more details
source Tab:	Is used to select the employees as per the requirements from the particular group for auto scheduling the available shifts. Please click here for more details
Prioritize Tab:	Is used to select the most suitable employees for the requirements by using the filter criteria.Please click here for more details.
Auto schedule Tab:	Is used to process the employees as per the requirements from the particular group for auto scheduling for the available shifts. Please click here for more details .

Destination screen:

• Is used to auto schedule the shifts of the group.

• Is used to auto schedule the shifts of the multiple groups as per requirement.

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Destination screen includes the following items :

Advance Options:	This option allows to expand or collapse some specific features (Schedule Supervisors, Grace Certifications)
Schedule Supervisors:	Upon click on this check button it will auto schedule the shift for the supervisor or we will consider the supervisors for auto schedule if they belong to that desired group.
Grace Certifications	The grace certification adds 23 hours in certification expiration date.
Auto Schedule Destination grid includes the following columns in the grid:
Sch.	Upon click on this option it will display the schedule information of the month. Please click here for more details.
Groups	This column displays the name of the groups.
Address	This column displays the address of the groups .
Zip Code	This column displays the zip code of the place as given by the employee.
Shifts Requiring Auto Schedule : Shifts which are available can be auto schedule. The Shifts Requiring Auto Schedule grid includes following items.
Emp.(excluded employee)	Displays the excluded employees details.
Day	This column display the name of the day.
Date	This column display the date of the day.
Starting	This column display the starting time of the shift.
Ending	This column display the end time of the shift.
Hours	This column display the complete shift hours.
Group	This column display the name of the group.
Additional Information	This column display the additional information regarding the schedule like shift type, certification etc.
Shifts not Requiring Auto Schedule : Shifts for which employees are already scheduled, can not be auto schedule. Shifts not Requiring Auto Schedule grid includes following items.
Day	This column display the name of the day.
Date	This column display the date of the day.
Starting	This column display the starting time of the shift.
Ending	This column display the end time of the shift.
Hours	This column display the complete shift hours .
Group	This column display the name of the group.
Additional Information	This column display the additional information regarding the schedule like shift type, certification etc.

Auto Schedule Destination (grid 2):

• This grid will display all selected groups.

Previous Week:

• Upon click on this button it will populate data of the past week under Auto Schedule Destination grid.

• Upon every click on this button it will populate data of the past week (1 week before) under Auto Schedule Destination grid.

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Next Week:

• Upon click on this button it will populate data of the next week under Auto Schedule Destination grid.

• Upon every click on this button it will populate data of the next week (coming week) under Auto Schedule Destination grid.

Delete Existing:

• Upon click on this button Existing auto schedules will delete before proceeding under Auto Schedule Destination grid.

• Only schedules created by auto schedule will be effected.

Process:

• Upon click on this button selected groups will process for the next steps for auto scheduling.

• Upon click on this button it will land to the next page.

Process Auto schedule From Destination:

• Go to Auto Schedule Destination page.

• Select the date from the calendar icon to find the group in which we need to auto schedule the shifts as per requirement.

• Select desired group from the Auto Schedule Destination grid.

• Click process button.

• Click on the next button and navigate to the next page i.e . source page.

Please click here to navigate source tab.

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AutoSchedule

How do I?

Explanation:

• Is used to assign the shift to the employees as per the requirements come from demand template.

• Auto scheduling of the shifts to the employees are done only for 1 week only.

Destination screen:

• Is used to auto schedule the shifts of the group.

• Is used to auto schedule the shifts of the multiple groups as per requirement.

Destination screen includes the following items :

Auto Schedule Destination (grid 2):

• This grid will display all selected groups.

Previous Week:

• Upon click on this button it will populate data of the past week under Auto Schedule Destination grid.

• Upon every click on this button it will populate data of the past week (1 week before) under Auto Schedule Destination grid.

Next Week:

• Upon click on this button it will populate data of the next week under Auto Schedule Destination grid.

• Upon every click on this button it will populate data of the next week (coming week) under Auto Schedule Destination grid.

Delete Existing:

• Upon click on this button Existing auto schedules will delete before proceeding under Auto Schedule Destination grid.

• Only schedules created by auto schedule will be effected.

Process:

• Upon click on this button selected groups will process for the next steps for auto scheduling.

Next:

• Upon click on this button it will land to the next page.

Process Auto schedule From Destination:

• Go to Auto Schedule Destination page.

• Select the date from the calendar icon to find the group in which we need to auto schedule the shifts as per requirement.

• Select desired group from the Auto Schedule Destination grid.

• Click process button.

• Click on the next button and navigate to the next page i.e . source page.

Please click here to navigate source tab.

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