
{"id":174,"date":"2018-05-01T20:32:51","date_gmt":"2018-05-01T20:32:51","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=174"},"modified":"2021-08-15T21:47:11","modified_gmt":"2021-08-15T21:47:11","slug":"h-auto-assign","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign\/","title":{"rendered":"AUTOFILL &#8211; Automatic Assignments"},"content":{"rendered":"<h3>AutoFill &#8211; Automatically Assign Employees to Shifts<\/h3>\n<p>(AutoFill 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Be sure you are on a weekly view that has\u00a0 UnPublished shifts.<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\/mgr\/h-sub-settings\/h-main-mgr\/\">main manager<\/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\/mgr\/h-sub-view-edit-sched\/h-add-shift\/\">Add Shifts<\/a>\u00a0or\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\">Import<\/a>), you can use AutoFill to automatically assign employees 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 AutoFill must be done one week at a time and can only be done on unpublished shifts.<\/p>\n<p>WhenToWork&#8217;s AutoFill feature uses advanced mathematic algorithms to determine the best possible schedule for that week and automatically assigns employees to shifts based on\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-time-off-cannot\/h-mgr-ent-timeoff\/\">approved time off<\/a>, employee\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-let-emps-signin\/h-emp-prefs\/\">work time preferences<\/a>,\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-autofill\/h-minimum-time-off\/\">minimum time off between shifts<\/a>, and any employee\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/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\/mgr\/h-sub-autofill\/h-autofill-priority-group\/\">Priority Group<\/a>\u00a0or\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-autofill\/h-autofill-seniority\/\">Seniority<\/a>).<\/p>\n<h3>To AutoFill all your Unassigned Shifts<\/h3>\n<p>On any Weekly Schedule view with UnPublished\u00a0 shifts:\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\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssautofill.png\"><img class=\"aligncenter size-full wp-image-7789\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssautofill.png\" alt=\"\" width=\"700\" height=\"483\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssautofill.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssautofill-300x207.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>This will assign the best employee 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 <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-auto-assign-results\/\">the new statistics for that AutoFilled week<\/a>.<\/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\/mgr\/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 employee work time preferences and\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-autofill\/h-minimum-time-off\/\">minimum time off between shifts<\/a>, etc. using the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/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\/mgr\/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 employee 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 employee 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\/mgr\/h-sub-view-edit-sched\/h-manually-assign\/\">set or &#8220;pinned&#8221; employees<\/a>, you can\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-autofill\/h-assign-before-autofill\/\">Import a saved Template<\/a>\u00a0that has all shifts unassigned except for those &#8220;pinned&#8221; employees and you can AutoFill only the open shifts around that set of employees.\u00a0<\/p>\n<p><span class=\"extrawords\">Autofill, auto fill, automatic fill, auto-fill\u00a0 autofil autofil autofil autofiling employees shifts\u00a0 auto assign auto assign\u00a0 setting to all autofill unassigned shifts autofill unassigned shifts bulk scheduling assigning employees<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AutoFill &#8211; Automatically Assign Employees to Shifts (AutoFill Using the default &#8220;Equal Priorities&#8221; option) Don&#8217;t see the AutoFill button? Be sure you are on a&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/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\/mgr\/wp-json\/wp\/v2\/pages\/174"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=174"}],"version-history":[{"count":22,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/174\/revisions"}],"predecessor-version":[{"id":7790,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/174\/revisions\/7790"}],"up":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/164"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}