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Evenly Distribute "Special Shifts" - Selective AutoFill
Sometimes you may want to make sure, for example, that all Employees work at least one
night shift per week. Or you may want to be sure your "less popular" shifts are evenly distributed
among the Employees
over the week.
This can be accomplished by setting these special shifts to be in a Category and then AutoFilling that Category first before AutoFilling the rest of the schedule.
The first time you use Categories it takes longer because you need to set it
up but in future weeks the categories and shifts will already be set and all you will have to do is AutoFill. This
first AutoFill of the one category will distribute those shifts evenly among employees if possible.
Example: I want to be sure my less popular shifts are evenly distributed between employees.
Create a new Category
From any Schedule View
In the Category dropdown choose Add/Edit Categories
to open the Add/Edit Categories window (1.)
Enter a Category Name and Abbreviation (Ex. Less Popular Shifts and LP)
Click Add Now (2.)
The window will remain open for you to add more Categories - close the
window when done to go back to your schedule
Reload/Refresh the schedule page
Set any Existing Shifts as belonging in that Category
From any Schedule View
In the top menu hover over SCHEDULES (1.)
and choose Multi-Shift Edit weekly
(Optional) Click any column heading to sort the shifts by that column
(Optional) Filter the view to only show a certain Position
In the Category dropdown choose the Category (Ex.
LP) (2.)
Change all shifts to set the Category (each changed row will appear green)
Click the Save Changes button (3.)
AutoFill the One Category
From any weekly Schedule View
In the Category dropdown choose the Category (ex. LP) (1.)
Click AutoFill (2.)
Click the radio button next to: Fill these categories:
Less Popular (3.)
Click YES AutoFill this Schedule (4.)
Then AutoFill the Remaining Shifts
In the Category dropdown choose All Categories (1.)
to show all shifts
Click AutoFill (2.)
Be sure it is set to: Leave AutoFilled shifts alone, fill the empty shifts (3.)
Click YES AutoFill this Schedule (4.)
Note: When you Import into new weeks be sure to import the week where you have set
shifts to be in categories (or you can save and name the week as a named
template). This way the shifts are already set to the proper category when
they are imported.
Related Topics:
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WhenToWork.com Online Scheduling
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