This feature is included from the Pro Plan and up.

Reach out to our support team if you'd like to try it out.

After you've set up and used the Auto-schedule feature, you might find that some of the default settings are not optimal for you.

If that is the case you can use the Auto-schedule advanced settings to make this feature save you time, with a few tweaks to fit your organization.

Under Settings > Schedule > Auto-schedule, you'll find settings for:

  • Auto-schedule results: gives you the option to adjust the result quality vs. processing time;

  • Employee availability: allows you to decide how to account for your employees' Availability preferences;

  • Scheduling approach: where you can choose between a rotating or fixed approach.

  • including breaks or employees with no contracted hour requirements set into the Auto-schedule analysis.

If you would like to use these options and cannot find them in your Settings menu, please reach out to our support team to have them enabled for your schedule and organization.

  • Auto-schedule results

This option allows you to choose whether the calculations should stop at the first suitable solution (after a few seconds) or continue until the optimal solution is found (could take more than 90 seconds).

Like that you can get:

  • acceptable results, after an estimated short processing time;

  • good results, after a medium amount of time used for processing;

  • optimal results, taking the time to take the best-fit approach, considering all the factors included in the analysis.
    You can read more about what Auto-schedule takes into account when drafting a schedule, in the setup guide, available here.

You can tweak this option at any time and you can always run the analysis again if the resulting schedule doesn't fit with your scheduling needs or preferences.

  • Employee availability

The availability preferences of your employees can also be considered when automatically assigning shifts.

This setting only allows you to decide how your employees' preferences are considered, and does not affect how Contracted availability weighs into the analysis.

For clarity, at this point, the Auto-schedule feature will try to abide by the contracted requirements for availability on every run.

1. When availability is prioritized and shifts are prevented in time slots marked as unavailable, the analysis will try to find a solution that will:

  • prioritize assigning shifts in the Available time slots

  • will not assign shifts in the time slots marked as Unavailable and

  • fill in the rest of the Schedule with the necessary time slots, even if the is no preference marking for them (if needed).

2. When availability is prioritized and unavailable slots are considered, the analysis will try to find a solution that will:

  • prioritize assigning shifts in the Available time slots

  • will try to avoid assigning shifts in the time slots marked as Unavailable, if possible,

  • fill in the rest of the Schedule with the necessary time slots, even if the is no preference marking for them (if needed).

3. When Shifts are assigned only in Available time slots, the analysis will present a solution that will:

  • only assign shifts in the Available time slots

    This means that the Schedule draft might not comply with all the other requirements, and might need more input from you.

  • Scheduling approach

This setting should be thought of as a secondary guideline for putting together the Schedule draft.

This means that the Schedule draft will prioritize assigning as many shifts as possible over following a certain approach, but it will try to respect your selected guideline when possible.

  • Include breaks in the working hours total & Include employees with no fixed working hours requirement

If any of your employees do not have a set contracted hours requirement or target for worked hours per month, you should include employees with no fixed working hours requirement, if you want them to be assigned Shifts in the Auto-schedule draft.

Please keep in mind that the Schedule draft will be better suited for your organization if contracted hours are specified, where possible.


When creating your schedule draft, the Auto-schedule feature will try to fit your requirements for working hours by:

  • comparing the working hours requirements against paid hours (or payroll approved hours); if you choose to Include breaks in the total of working hours

  • comparing the working hours requirements against all hours ( scheduled and payroll approved hours, which might also include breaks); if you choose to NOT to Include breaks in the total of working hours

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