Generate the Schedule

You can run the Schedule Generator from the scheduler.

To run Schedule Generator:

1. Select View By > Employee, Schedule Group, or Employment Terms.
2. Click Select Timeframe.
3. Click Select Hyperfind to select locations.
4. Lock shifts or days that you do not want the Schedule Generator to change.
5. To make sure that the schedule is updated, click Save or Refresh.
6. Click Generate Schedule.
7. Select a Start Date and End Date.
8. Select a Strategy. The specific available strategies depend on the configuration of your system. Strategy types include:
   • Generate Open Shifts Only
     • Generates open shifts
     • Does not assign any shifts to employees.
     • Can assign breaks
   • Generate Open Shifts and Assign Breaks
     • Generates open shifts
     • Assigns breaks
   • Generate Employee Shifts Only
     • Generates and assigns shifts directly to employees
     • Does not create open shifts
   • Assign Open Shifts Only
     • Assigns all available, open shifts to employees
     • Does not create open shifts or employee shifts
   • Generate and Assign Shifts
     • Generates open shifts and employee shifts
     • Assigns any previously existing open shifts to employees
   • Optimize Shift Contents
     • Optimizes job assignments within shifts
     • Does not change employees or shift start or end times
9. Click Start. Wait for the process to finish.
10. Click Close.
11. Click Save.