Schedule
Schedule Generation
The Schedules module allows administrators to generate shift schedules, review and adjust drafts, publish schedules, and monitor staffing issues and absences.
1. Create Shift Schedule
Administrators click + Shift Schedule and enter the following:
| Field | Description |
|---|---|
| From Date / To Date | Period for schedule generation. |
| Location | Location to generate the schedule for. |
| Department | Department to include. |
| AI Prompt / Instructions | Optional additional scheduling instructions. |
Smart Plan AI uses the configured shift templates, eligible employee data, and applicable Control Center and Special Tricks settings to generate a draft.
Location-specific settings take priority over Global Settings. Additional instructions cannot override Compliance Lock limits. Any staffing requirements that cannot be fulfilled are flagged for review.
2. Calendar
The Calendar tab displays published schedules in a weekly view. Administrators can filter by Location, Department, and Employee, and navigate between weeks.
Each shift shows its time, department, and assigned employees. Absences and staffing issues are indicated on the affected shift. Administrators can export the published calendar to PDF.
Employees view published shifts through the Time Booking Panel according to the configured visibility settings.
3. Drafts
The Drafts tab displays AI-generated schedules that have not yet been published. It provides the same weekly navigation and filters as Calendar.
Administrators click the pencil icon to adjust a shift’s assignments. Saved changes must be checked against compliance constraints and reflected in the warnings.
After review, the administrator approves and publishes the draft. Draft changes are not visible to employees before publication.
4. Warnings
The Warnings tab lists scheduling issues that require administrator attention, such as insufficient staffing or an unmet scheduling preference.
Each warning identifies the affected location, date, shift time, department, issue, and severity. Administrators can open the affected shift to review and adjust it.
Compliance Lock violations must be blocked rather than accepted as scheduling preferences. Where no compliant assignment is available, the position remains unfilled and a warning explains the issue.
5. Absences & Sickness
The Absences & Sickness tab lists recorded absences and shows whether the affected shifts have replacement coverage.
The listing displays the date, employee, reason, replacement, and replacement status.
For an absence without replacement coverage, administrators can request an AI replacement recommendation. AI evaluates eligible employees using the applicable scheduling settings and provides a brief explanation.
The administrator reviews and confirms the replacement before it is applied. Once confirmed, the affected schedule and replacement status are updated.
Pending Decision: Confirm whether this tab will become the main interface for Smart Emergency Replacement and replace its separate operational panel.