How to Generate a Schedule

Before You Begin

Make sure the following are set up:

• Positions are created
• Employees are added
• Shift templates are created
• Employee availability has been collected and locked

If any of these are missing, the schedule may not generate correctly.

Steps to Generate a Schedule

1. In the left-side toolbar, select Schedule.
2. Navigate to the calendar view.
3. Select the date range you want to schedule.
4. Click on the Auto-Generate or Generate Schedule tool (typically found under Schedule Tools on the right side).
5. Choose the positions you want to include.
6. Review any generation settings or filters.
7. Click Generate.

What the System Uses to Generate

The system builds schedules based on:

• Employee availability
• Shift templates
• Maximum hours per day/week
• Scheduling rules (like consecutive minutes or overtime settings)
• Preference for back-to-back shifts when possible

Why a Schedule Might Not Generate Correctly

If employees are not being scheduled or everything shows as a conflict, check the following:

• No availability submitted
• Shift templates not created
• Availability still open (not locked)
• Consecutive Minutes / Gap Minutes settings enabled
• Max hours or overtime rules too restrictive

After Generating

• Review the schedule for accuracy
• Make manual adjustments if needed
• Click Publish to make the schedule visible to employees

Pro Tip

If the system is not distributing shifts evenly, review:

👉 How Auto-Generated Scheduling Prioritizes Back-to-Back Shifts

Why This Matters

Generating a schedule automates shift assignment, saving time and ensuring staffing is aligned with availability and rules.