How to auto-generate an unassigned schedule template

If you don’t need to collect availability from your staff you can create your shifts and publish them for staff to pick them up on a first-come, first-served basis.

To generate the schedule:

M - Generate Unassigned Shifts

  1. In the left-side toolbar, click on SCHEDULE.
  2. Select GENERATE.
  3. Select a POSITION.
  4. Select the day you would like your schedule to start on.
  5. Select the schedule’s START DATEand END DATE.
  6. In the GENERATE AS AVAILABLE row, select SHIFTS WILL BE UNASSIGNED/AVAILABLE.
  7. In the GENERATE FOR DAYS row, select the days of the week you would like to generate for.
  8. Click"ADD THIS POSITION".
  9. Repeat steps 2 -6 to add more positions.
  10. Hover over a position title to drag and drop the order of the positions.
  11. Click the CONTINUE button to the right.
    1. For shift-based positions, an additional button will appear called "MANUAL GENERATION". MANUAL GENERATION allows you to manually assign an employee(s) to specific shift times/days before you do auto-generate the remaining shifts.
  12. Click AUTO-GENERATE.
  13. Once the generation is complete, click on VIEW CALENDAR.

Notes:

  • All shifts that are generated will be on the bottom of the calendar under AVAILABLE SHIFTS.
  • All shifts will be unpublished and will not be visible to employees until you publish them.