Generate schedules

1. Select View By > Employee, Schedule Group Assembles employees who share schedules or any other work characteristics., or Employment Terms Legal contracts between employer and employee. When scheduled to work hours differ from the hours in their contract, the pay rules of the employees determine the impact on pay..
2. Click Tap  Select Timeframe  .
3. Click Tap  Select Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).  to select locations.
4. Lock shifts or days that you do not want the Schedule Generator to change.
5. To make sure that the schedule is updated, click tap  Save  or Refresh  .
6. Click Tap  Generate Schedule .
7. Select a Start Date and End Date.
8. Select a Strategy. The available strategies depend on the configuration of your system.

   Generate Open Shifts Only

   • Generates open shifts
   • Does not assign any shifts to employees.
   • Can assign breaks

   Generate Open Shifts and Assign Breaks

   • Generates open shifts
   • Assigns breaks

   Generate Employee Shifts Only

   • Generates and assigns shifts directly to employees
   • Does not create open shifts

   Assign Open Shifts Only

   • Assigns all available, open shifts to employees
   • Does not create open shifts or employee shifts

   Generate and Assign Shifts

   • Generates open shifts and employee shifts
   • Assigns any previously existing open shifts to employees

   Optimise Shift Contents

   • Optimises job assignments within shifts
   • Does not change employees or shift start or end times
9. Click Tap Start. Wait for the process to finish.
10. Click Tap Close.
11. Click Tap Save .

The purpose of batch processing is to reduce processing time. Schedule long-running and resource-intensive tasks at times that do not degrade system performance, or balance tasks among as many servers as are available.

For full details, refer to the Batch Processing for Scheduling help topic.

1. Configure batch tasks

   1. From the Main Menu, select Administration > Application Setup > Common Setup > Batch Processing.
   2. Select the Batch Tasks tab.
   3. Create, edit, or activate a batch task.
   4. Enter a Name.
   5. In Sequence Number, enter the order to process the task. If blank, the tasks are processed in the order they are entered.
   6. Select the Action Type.
   7. Click Select Action (magnifying glass) in the Action Name column.
   8. Select Schedule Generator Settings.
   9. Optionally, enter Parameter Strings.
   10. To add more tasks, click Insert a New Row.
   11. Click Save and Return.

2. Configure batch events

   1. Select Administration > Application Setup > Common Setup > Batch Processing.
   2. Select the Batch Events tab.
   3. Create, edit, or activate a batch event.
   4. Enter a Name.
   5. Add batch tasks:
      • Select the tasks from Available. Click the right arrow.
      • The batch tasks run in order from top to bottom of the Selected list. To order batch tasks in a logical sequence, select the tasks and click the up or down arrows.
   6. Click Save and Return.

3. Schedule batch events

   1. To consolidate labour correctly, do the following:
      • Select Administration > Application Setup > System Configuration > System Settings > Batch Service tab.

      • Configure the following parameters:

        site.BatchService.numberOfCPU

        Enter 1.

        If 0, no events run.

        site.BatchService.maximumUtilizationPercentage

        Enter 100 to run events at night when no other processes run on the server.

        If other processes run at the same time, change the setting, for example, to 50.

   2. Select Administration > Application Setup > Common Setup > Batch Processing > Batch Events tab.
   3. Select the batch event.
   4. Select Schedule.
   5. For notification when the event runs, do one of the following:
      • Select a printer.
      • Select e-mail. Enter an e-mail address in Event Output.
   6. In Event Schedule, do the following:
      • Schedule Type — Frequency to run the batch event. Select Monthly, Weekly, Daily, Hourly, Once, or Now.
      • Start Date, End Date, and Time — Duration of the batch event schedule. Select Forever to run the batch event indefinitely.
   7. Click Save.