Auto-Assign

What auto-assign does

Auto-assign fills unassigned shifts by matching available team members to open positions. It considers each person's contract, competencies, submitted preferences, and existing shifts to find the best allocation across the schedule.

When to use it

Auto-assign works best after you've:

1. Created your shifts for the period
2. Given workers time to submit their preferences

At that point, run auto-assign to populate the schedule in one go, then review and adjust as needed.

Running auto-assign

Open the planner for the period you're scheduling. Click Auto-assign in the toolbar. Plantime will analyse the open shifts and assign team members.

The result appears immediately in the planner. Shifts that couldn't be filled (due to no available match) remain unassigned and are highlighted.

How assignments are made

Auto-assign takes into account:

• Competency — a person can only be assigned to a shift that matches a competency they hold
• Contract hours — assignments respect each person's contracted workload to avoid over or under-scheduling
• Preferences — worker-submitted availability is factored in when choosing between candidates
• Conflicts — a person won't be double-booked

Reviewing results

After auto-assign runs, check the schedule for:

• Unassigned shifts that need manual attention
• Any person whose hours seem out of balance
• Shifts where preferences weren't fully honoured (these may need a manual swap)

You can drag, reassign, or delete any shift after auto-assign — it's a starting point, not final.

Re-running auto-assign

You can run auto-assign multiple times. Each run only fills currently unassigned shifts — already-assigned shifts are left untouched.