Evenly Distribute  "Special Shifts" - Selective AutoFill 

 

Sometimes you may want to make sure, for example, that all Helpers are assigned at least one night shift per week. Or you may want to be sure your "most popular" shifts are evenly distributed between all Helpers. 

 

This can be accomplished by setting these special shifts to a Category and then AutoFilling that Category first before AutoFilling the rest of the schedule.

Note: The first time you use Categories it takes a bit longer to set up but in future schedules the categories and shifts will already be set and all you will have to do is AutoFill. 

Example: I want to be sure my most popular shifts are evenly distributed between Helpers. 

 

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. Most Popular Shifts and MP) 

Click the Add Now button (2.)

The window will remain open for you to add more Categories - close the window when done to go back to your schedule 

 

Define any Existing Shifts as belonging in that Category 

From any Schedule View 

In the Schedule View dropdown choose Multi-Shift Edit (1.)

Click the Week Tab if is it not already chosen 

(Optional) Click any column heading to sort the shifts by that column

(Optional) Filter the view to only show a certain Position or Category  

Change all shifts on the page that you want to be in that Category (each changed row will appear green)  (2.)

Click the  Save Changes button (3.)

 

AutoFill the One Category First

From any Schedule View 

In the Category dropdown choose your Category (ex. MP) (1.) to limit your view to only show the shifts in that Category

Click AutoFill (2.)

Click the radio button next to: Fill these categories: Most Popular (3.)

Click YES AutoFill this Schedule (4.)

 

Then AutoFill the Remaining Open 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. This way the shifts are already set to the proper category when they are imported.