Prospr can take the headache out of building a schedule from scratch and use the information you’ve provided about your team member’s Locations, Teams, Availability, and individual hours targets to build a schedule that works for the entire team.
1) In“Scheduling” > “Planner”, click on the "Magic Wand" icon to open your Scheduling Toolbox.
2) In the Toolbox, click on "Launch Auto-Assign."
3) In the popup, there are several ways to tell Prospr how you would like the system to Auto-Assign. We'll review all the options available below:
Team:
Home Team Only - Only users who have this assigned as their Home Location will be assigned
Prefer Home Team, Then Alternates - Prospr will select users with Home Location first, then any users who have the Location assigned in their profile.
No Preference - Prospr will not give preference to Home Location or Alternates when assigning
Availability:
Strictly - Prospr will not assign a team member outside the availability listed in their user profile
Loosely (+/- 2 Hours) - Prospr will assign a team member if a shift begins or ends closely with their availability. For example, a team member could be assigned for a 9-5 shift if their profile availability was 10-6.
Ignore - Prospr will ignore team member's availability entirely while assigning.
Yes, Allow Doubles - Check this box if you will allow Prospr to assign team members for multiple shifts on the same day
Overtime:
Target Member Hrs. Goal - While assigning, Prospr will aim for the hourly goal of the employee which is listed in their user profile
Target _ Hours/Wk. - Set a specific amount of hours that Prospr should aim for while assigning
Permit Overtime - Check this box if Prospr should be allowed to schedule team members for Overtime
Fit:
Choose Best Fit
Consider Prior Assignments - Prospr will use your previous shift information to assign team member's to similar shifts
Choose By Seniority - Prospr can schedule by either a user's Hiring Date, or by an assigned Seniority Rank #
4) When you are ready, click "Assign Shifts" and Prospr will work its magic!
5) After the shifts are assigned, they will be unpublished so you can review and make final edits. Once you're done, publish away!