You can easily allow Atlas Scheduling to auto-assign shifts that you have created, and determine the rules that will apply to these assignments.
1. Create your shift template
First, you need to create a shift template with the needs to be filled. To do this, simply create all the shifts to be filled in the Open shifts section at the top of the planner. You can also use an existing Shift template or Schedule template.
IMPORTANT: For the auto-assign to work, your shifts must NOT be published. Also note that recurring shifts will not be assigned.
2. Start auto-assignment
Once you've added all your shifts to the Open shifts section, you can simply launch the automatic assignment by clicking on Assign, then Start assignment.
From the sidebar that appears, select the desired options regarding auto-assign rules:
Do not assign shifts during periods of unavailability - Prevents shifts from being assigned to employees who are not available to work (based on unavailability in their profile). Non-assignable shifts will then remain as shifts to be filled.
Do not create overtime - This option allows you not to assign shifts that would create overtime for an employee's day or week. Non-assignable shifts will then remain as fillable shifts.
Prioritize seniority - If this option is activated, older employees must be assigned hours on the schedule before newer employees. If the senior employee has availability or preferences, and the option to respect preferences is also selected, these will be respected first.
If the option is deactivated, shifts will be distributed as evenly as possible among the various available employees.
Once this is done, simply click the Assign button and Atlas Scheduling will assign the shifts. IMPORTANT: Assignment may take up to 1 minute.
You can also use position filters before assignment. So you could assign all the quarters of a position with certain criteria, then redo the operation for another position with different criteria.
3. Differentiating auto-assigned shifts
Shifts that have been assigned via auto-assignment will have this symbol in the top right-hand corner:
So you can easily spot them and make manual adjustments if you're not satisfied with the auto-assignment.
4. Reset assignment
If you are not satisfied and wish to restart the assignment from scratch, you can simply click Assign again and select Restore schedule:
IMPORTANT: This action will reset the schedule prior to the first assignment. If you've made several assignments, these will be removed from the planner.