Auto-scheduling

Auto-scheduling automatically fills in needed positions based off of who hasn't been scheduled the longest, noting preferences and avoiding conflicts or blockout dates.

This video will show you how it works:

Set Up Positions in Each Plan

Auto-scheduling can be done from the Matrix. One way to get to the Matrix is to hover over a plan and choose Matrix.

Load a Matrix

Once in the Matrix, ensure your needed positions are set up according to what you're scheduling. Hover over the plan at the top of the Matrix and choose needed positions to make any adjustments.

Run the Auto-Scheduler

Once needed positions are set up for each plan, select auto-schedule, which will confirm which teams you're scheduling.

Once Needed Postions are set up, click on the 'auto-schedule' link

Check the teams you'd like to schedule. The people in these positions will be scheduled first according to the last time they were scheduled and then according to their preferences, any conflicts, and blockout dates.

Check which Teams you would like to auto-schedule for, then click 'Accept'

Select Accept to start scheduling!

Auto-scheduler will then do the rest!

The auto-scheduler won't fill a position if everyone has a scheduling preference, conflict, or blockout date.

If your positions are set up with Primary People and Alternate Subs, read our lesson on Setting Up Backup Teams.

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