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 reviewed

If any of these are missing or configured incorrectly, the schedule may not generate as expected.

Steps to Generate a Schedule

In the left-side toolbar, select Schedule.
Navigate to the Calendar.
Select the date range you want to schedule.
Open the Generate Schedule tool.
Choose the positions you want to include.
Review the generation settings.
Click Generate.

What the System Uses to Generate the Schedule

The system considers applicable scheduling information and rules, including:

Employee availability
Shift Templates
Maximum hours
Scheduling Priority
Global Availability settings
Other applicable scheduling rules

Why an Employee Might Not Be Scheduled

If an employee is not being scheduled as expected, check:

The employee’s availability
Shift Template availability
Maximum hours
Scheduling Priority
Global Availability settings
Consecutive Minutes and Gap Minutes, if your organization uses these settings

If Consecutive Minutes or Gap Minutes are configured incorrectly, employees may appear to have conflicts that prevent them from being scheduled.

Do not use the Open or Closed availability status to determine whether an employee entered their availability. If you need to see when availability was last changed, review the Last Changed column on the Manage Availability page.

If the employee appears eligible to work the shift but is still not being scheduled, contact SubItUp Support for assistance.

After Generating

Review the generated schedule for accuracy.
Make any necessary adjustments.
Publish the schedule when you are ready for employees to see their assigned shifts.

Pro Tip

If you have questions about how Auto-Generation prioritizes shifts, see:

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

Why This Matters

Auto-Generation can help managers build schedules using employee availability, Shift Templates, and the scheduling rules configured for their organization.