Auto plan

Fill open shifts with the best free people - by role, time off, rest, contract hours, usual days and a fair share - and check every choice before anything is saved.

Auto plan is on Professional and above.

Run it

1. Make your open shifts first: on the board, with Make open shift, or from Staff by sales hour.
2. Open Smart planning > Auto plan. Choose This week, Next week or your own dates, and the Roles and Places to fill.
3. Choose which open shifts: Draft open shifts and Published open shifts (people may also take these themselves).
4. Under How to choose: Respect contract hours, Spread hours fairly and Use people's usual days and hours. Under More options: Allow over contract when no one else can.
5. Click Fill open shifts.

Check, then fill

Nothing is saved yet. You see each open shift with the person suggested and why, and the ones with no one free. Change the person, or choose Leave open for a shift. Then click Fill to save them.

Draft shifts stay drafts, and filled published shifts are marked changed: publish from the board to tell people. Shifts that already have someone are never touched.

How it chooses

For each open shift it looks for someone who has the role, is free (no shift, time off or busy time from your other apps), keeps to your rules and contract hours, usually works then, and - when you spread hours fairly - has had fewer hours so far.