Shift Auto-creation

The shift auto-creation functionality combines the worker’s shift patterns and the client’s requirement to automatically create the shifts and allocate workers to them based on their working preferences.

The functionality is switched on in the Advanced settings section of the Shift template screen.

shift auto creation 1

In the Shift planning settings section, you can assign how far in advance you would like the shifts to be created as well as determine whether shifts that can’t be allocated are to be created for manual allocation or not.

shift auto creation 2

The shift auto-creation feature is dependent on the worker profile and shift pattern criteria listed below to be fully functional. Make sure that your system is in alignment to ensure that the worker gets allocated to the correct shift automatically:

  • The worker profile needs to be 100% complete and validated.

  • The worker profile needs to be linked to the Shift Template.

  • The worker profile needs to be assigned to a Shift Pattern.

  • The shift pattern needs to have an exact start time defined.

  • The shift pattern needs to be valid for the period you’re creating the bookings for.

  • The worker can’t have any holidays booked on the system for the given period.

The shifts generated automatically can be published by the consultant or automatically depending on the preference.