Follow these steps to configure the workforce scheduler, generate a schedule and review the results.
Start by defining the basic operating structure of the organization.
On the Business page you can define:
Add the employees that can participate in the schedule.
Employee names are used throughout the scheduler when defining availability, days off and final assignments.
The availability page determines when each employee is allowed to work.
Select the shifts for which each employee is available. An unavailable employee will never be assigned to that shift.
If Beatriz is unavailable for Night shifts, leave all Night-shift boxes for Beatriz unselected.
Employees may request certain days off.
Unlike availability, a requested day off is normally treated as a preference rather than an absolute restriction.
When a requested day off cannot be respected, the corresponding penalty is included in the optimization objective.
Requested days offOnce the configuration is complete, run the optimizer.
The scheduler evaluates possible assignments and searches for a solution satisfying all mandatory rules while minimizing scheduling penalties.
The optimizer considers rules such as:
If the optimization succeeds, the results page displays the generated weekly schedule.
Additional information helps evaluate the quality of the solution:
Sometimes the solver may report that the schedule is Infeasible.
This means that no possible assignment can satisfy all mandatory constraints at the same time.
Common causes include:
Rules that must always be satisfied.
Rules the optimizer tries to satisfy.