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.
Run the Auto-Scheduler
Once needed positions are set up for each plan, select auto-schedule, which will confirm which teams you're scheduling.
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.
Select Accept to start scheduling!
Auto-Scheduling follows an order of things based on how it adds profiles to the schedule:
- Last time used
- Scheduling Preferences
- Household "schedule with" etc settings
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.