AutoFill - -
- - - - - - - - - - - - - - - - - - - - - - -
How AutoFill Works
|Don't see the
AutoFill button? Make sure you are on an UnPublished week.
-Some multi-week schedule views do not have an AutoFill button.
-Your main manager may not have set your permissions to allow you
feature was developed by a team of math Ph.D.'s and is the most advanced scheduling engine in the industry. Not only
can the work assignments be made automatically - ensuring that no Employee is assigned during their granted time off, cannot work hours,
or in violation of the maximums set, but it can also use employee "prefer and
dislike times" and "position preferences" (skills) to optimize each
weekly schedule so that it is the best possible schedule for all Employees. And
all of this is done in a matter of seconds with one click! You can AutoFill
based on Equal Priorities (regular AutoFill),
(hire date) or Priority
To change the AutoFill maximum hours/shifts/days for each employee:
From any page:
In the top menu hover over EMPLOYEES and choose List Employees
If the columns for Maximum Hour/Shifts are not showing in the grid click the
"Select Columns to View" link in the upper left and check off those
columns so they appear in the grid
Click in the grid cells to make changes to the maximums and then when done
click the Save Changes button.
Click the pencil icon
next to an
Employee name to open the Edit Employee window
In the AutoFill Settings area change the settings as needed for this employee
Note: if you want to allow AutoFill to assign split shifts be sure to change the Shifts/Day to more than one.
Click the Save button (or Save & Next to go to the next Employee)
The next time you use AutoFill those maximums will be used.
AutoFill can automatically assigns workers to shifts based on these maximum settings and also one of these three options:
Using Equal Priorities (Default) - this is the option used by most
companies - all employees are treated the same. AutoFill
will assess the best schedule with everyone in mind - trying to distribute the
shifts as evenly as possible within each Employee's maximum hours/shifts/days
and based on their work time preferences (prefer, dislike & cannot work).
By Priority Group - takes Employees in group one - gives all of them
their best possible schedule based on their work time preferences (up to their maximum hours per week) and then takes
the next group and fills in with them with their best possible schedule up to
their maximums etc.
By Seniority (Hire Date) - takes the most senior Employee (with
oldest hire date) and gives them their most preferred schedule then takes the next senior
and fills in with their best schedule etc.
You also have the option to "Ignore Employee prefer and dislike hours" when you AutoFill. When this is checked AutoFill does not consider
any employee "prefer" and "dislike" time preferences that have been entered for
You can AutoFill, then Clear the
assignments and AutoFill again to try out the different options.
AutoFill is designed to have a randomizing effect so that if you were to repeat AutoFill for the same schedule you may get slightly different results. (If
any Employee has work time preferences entered, then AutoFill will not be as
random because it will repeatedly accommodate those preferences).
You can visually compare your shift assignments to Employee preferences
and constraints by going to the Sortable List
view and clicking the Analyze
WhenToWork.com Online Scheduling