---
title: "Set up Auto Scheduling"
slug: "set-up-auto-scheduling"
updated: 2025-09-04T17:19:14Z
published: 2025-09-04T17:19:14Z
canonical: "help.workeasysoftware.com/set-up-auto-scheduling"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Auto Scheduling

The auto-scheduling feature helps managers quickly assign open shifts to employees based on specific configurations to ensure fairness, efficiency, and cost-effectiveness.

1. Go to **Scheduling**.
2. Open the **Scheduler** tab.
3. Click the vertical ellipsis in the upper right cornerand click the **Auto** button . ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(880).png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A50%3A37Z&se=2026-11-01T15%3A50%3A37Z&sr=c&sp=r&sig=%2BAvLV3fyRN3KGYH%2Bv5G7uCTpHF3B7JC9gM16hNC2UQ8%3D)

## Step 1: Things to consider

If no open shifts exist, you will be prompted to create them in the Shift Planner. Click **Go to shift planner** to add open shifts before proceeding.

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(881).png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A50%3A37Z&se=2026-11-01T15%3A50%3A37Z&sr=c&sp=r&sig=%2BAvLV3fyRN3KGYH%2Bv5G7uCTpHF3B7JC9gM16hNC2UQ8%3D)

Enable one or more options to guide how shifts are assigned:

- **Employee Time Off**: Avoid assigning shifts that conflict with approved time off.
- **Employee Availability**: Avoid assigning shifts that conflict with employee availability.
- **Compliance**: Ensure scheduling rules and labor laws are respected.
- **Use Recommendation Engine**: Favor employees with higher recommendation scores.
- **Cost**: Favor employees with lower hourly wages.
- **Equal hours distribution**: Balance hours among employees.

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(882).png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A50%3A37Z&se=2026-11-01T15%3A50%3A37Z&sr=c&sp=r&sig=%2BAvLV3fyRN3KGYH%2Bv5G7uCTpHF3B7JC9gM16hNC2UQ8%3D)

## Step 2: Other options

Select additional preferences:

- Allow employees to have more than one shift per day.
- Only auto-schedule unpublished open shifts.
- Only auto-schedule open shifts from specific days.
- Filter shifts by defined criteria.

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(883).png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A50%3A37Z&se=2026-11-01T15%3A50%3A37Z&sr=c&sp=r&sig=%2BAvLV3fyRN3KGYH%2Bv5G7uCTpHF3B7JC9gM16hNC2UQ8%3D)

## Step 3: Employees

Choose which employees should be included in the auto-scheduling process:

- **All employees**: All listed employees are eligible.
- **Specific groups of employees**: Limit scheduling to selected groups.

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(884).png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A50%3A37Z&se=2026-11-01T15%3A50%3A37Z&sr=c&sp=r&sig=%2BAvLV3fyRN3KGYH%2Bv5G7uCTpHF3B7JC9gM16hNC2UQ8%3D)

## Step 4: Save configuration

Save your settings by clicking **Finish** so they can be reused in future auto-scheduling runs.

## Step 5: Summary

After running auto-scheduling, a summary appears showing:

- The number of shifts assigned.
- The number of published or unpublished open shifts.
- Any shifts that could not be matched.

Click **Exit** to finish. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(885).png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A50%3A37Z&se=2026-11-01T15%3A50%3A37Z&sr=c&sp=r&sig=%2BAvLV3fyRN3KGYH%2Bv5G7uCTpHF3B7JC9gM16hNC2UQ8%3D)

> **Need help?** If you have questions, please call us at (888) 783-1493, email [support@workeasysoftware.com](mailto:support@workeasysoftware.com), or [Submit a Ticket](/docs/set-up-auto-scheduling#).