
{"id":174,"date":"2018-05-01T20:32:51","date_gmt":"2018-05-01T20:32:51","guid":{"rendered":"https:\/\/when2work.com\/help\/guide\/?page_id=174"},"modified":"2020-09-22T20:34:25","modified_gmt":"2020-09-22T20:34:25","slug":"h-auto-assign","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-auto-assign\/","title":{"rendered":"AUTOFILL &#8211; Automatic Assignments"},"content":{"rendered":"<h3>AutoFill &#8211; Automatically Assign Helpers to Shifts<\/h3>\n<p>(Using the default &#8220;Equal Priorities&#8221; option)<\/p>\n<div class=\"inforight\">\n<h3 style=\"text-align: center;\"><b>Don&#8217;t see the<\/b><br \/>\n<b>AutoFill button?<\/b><\/h3>\n<hr \/>\n<p><span style=\"font-size: 10pt;\">Be sure you are on an UnPublished Weekly schedule <br \/>\nSome multi-week schedule views do not have an AutoFill button. Change to a weekly or daily view.<\/p>\n<p>Your <a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-settings\/h-main-mgr\/\">main coordinator<\/a> may not have set your permissions to allow you to AutoFill.<\/span><\/div>\n<p>Once your shifts have been added (using\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-add-shift\/\">Add Shifts<\/a>\u00a0or\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-import\/\">Import<\/a>), you can use AutoFill to automatically assign helpers to open, unassigned shifts to achieve the best possible schedule for everyone in a matter of seconds. AutoFill must be done one week at a time.<\/p>\n<p>WhenToHelp&#8217;s AutoFill feature uses advanced mathematic algorithms to determine the best possible schedule for that week and automatically assigns helpers to shifts based on\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-time-off-cannot\/h-mgr-ent-timeoff\/\">approved time off<\/a>, helper <a href=\"https:\/\/when2work.com\/help\/guide\/h-let-emps-signin\/h-emp-prefs\/\">time preferences<\/a>,\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-autofill\/h-minimum-time-off\/\">minimum time off between shifts<\/a>, and any helper\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-emp-view-edit\/h-edit-emp-det\/\">maximum shifts\/hours\/days<\/a>\u00a0you have set (You also can choose to AutoFill based on\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-autofill\/h-autofill-priority-group\/\">Priority Group<\/a>\u00a0or\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-autofill\/h-autofill-seniority\/\">Seniority<\/a>).<\/p>\n<h3>To AutoFill all your Unassigned Shifts<\/h3>\n<p>On an UnPublished Weekly Schedule page:\u00a0<\/p>\n<ul>\n<li>Check that your Positions and Categories dropdowns are set to &#8220;All&#8221;<\/li>\n<li>Click\u00a0<strong>AutoFill<\/strong>\u00a0to open the AutoFill window\u00a0<\/li>\n<li>In the AutoFill window, click the\u00a0<strong>AutoFill<\/strong>\u00a0button<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssautofillh.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-4479\" src=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssautofillh.png\" alt=\"\" width=\"700\" height=\"602\" srcset=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssautofillh.png 700w, https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssautofillh-300x258.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>This will assign the best helper to each shift and optimize the schedule so that it is the best for everyone.\u00a0<\/p>\n<p>When AutoFill is complete, a window will appear that shows the new statistics for that AutoFilled week.<\/p>\n<p>These statistics can also be accessed at any time by changing the Schedule View to &#8220;<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-sched-view-layouts\/h-stats-view\/\">Statistics<\/a>.&#8221;<\/p>\n<p>If you imported some shifts as assigned, you can see how those shift assignments compare to the most current helper time preferences and <a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-autofill\/h-minimum-time-off\/\">minimum time off between shifts<\/a>, etc. using the\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-sched-view-layouts\/h-sortable-list-view\/\">ANALYZE shifts function on the Grid view<\/a>.<\/p>\n<p>You can even\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-clearing-deleting\/\"><strong>Clear<\/strong><\/a>\u00a0the AutoFilled assignments and\u00a0<strong>AutoFill<\/strong>\u00a0again to get slightly different assignments. Because AutoFill starts with a random ordering, if helper preferences or availability are similar, our scheduling engine tries to randomize the assignments as much as possible. If repeated AutoFilling does not give different results, it is likely due to only a few helper preferences having been set, and AutoFill is repeatedly trying to accommodate just those preferences.<\/p>\n<p>Note: If you have some\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-manually-assign\/\">set or &#8220;pinned&#8221; helpers<\/a>, you can\u00a0<a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-autofill\/h-assign-before-autofill\/\">Import a saved Template<\/a>\u00a0that has all shifts unassigned except for those &#8220;pinned&#8221; helpers and you can AutoFill only the open shifts around that set of helpers.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AutoFill &#8211; Automatically Assign Helpers to Shifts (Using the default &#8220;Equal Priorities&#8221; option) Don&#8217;t see the AutoFill button? Be sure you are on an UnPublished&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-auto-assign\/\">More<span class=\"screen-reader-text\">AUTOFILL &#8211; Automatic Assignments<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":164,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/174"}],"collection":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/comments?post=174"}],"version-history":[{"count":2,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/174\/revisions"}],"predecessor-version":[{"id":5137,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/174\/revisions\/5137"}],"up":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/164"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/media?parent=174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}