How To Automatically Assign Shifts Using Auto Scheduling

Goal

• How to get the system to assign shifts to employees automatically

Environment:

• Push Web App

Process:

1. Click the Scheduler tab
2. On the left hand navigation bar, click Weekly Schedule
3. Click the Right or Left facing Arrows to move to the relevant week
4. Your Scheduler should already be built out using House Shifts and Schedule Presets 
5. On the right side, click Options and in the drop-down menu select Auto Scheduling 
6. In the Auto Schedule pop up, check/uncheck the boxes that are relevant to the Auto Scheduling Settings:
   1. Automatically schedule house shifts
   2. Automatically schedule already assigned shifts Allow employees to work more than one shift per day
   3. Observe employees desired number of shifts per week
   4. Observe employees' time off requests
   5. Observe employees' availabilities
7. Once done, click Assign 

Additional Information

The third and final step of setting up Auto Scheduling is prompting the system to assign the House Shifts to employees. 

Prior to the system assigning shifts, you will have the option to turn on/off the following Auto Scheduling Settings. Push recommends that the following are all turned on/left checked: 

We recommend that Managers review any pending requests under Shift Approvals: Weekly Availability and Time Off Requests prior to running Auto Scheduling. This will ensure that when the system begins assigning shifts, Auto Scheduling has rules to abide by. 

Please note, only Super Administrators or Team Administrators with permission to View/Update the Scheduler by Position(s) will be able to make changes. 

The Auto Scheduling feature is currently available on the Premium Subscription.

If you do not have this feature and interested, please feel free to contact Push Support at support@pushoperations.com to connect you with the relevant team. 

Related Articles

• How To Assign Priority & Preferred Employees In Schedule Presets (Auto Scheduling)
• How To Build The Schedule Using Auto Scheduling
• How To Update Weekly Availability For An Employee