--- title: "Review and Edit AI Shift Assist Matches" slug: "review-and-edit-ai-shift-assist-matches" description: "Review, remove, or restore AI Shift Assist candidates in the Matching employees window, then save shifts to apply changes to offer lists." updated: 2026-10-13T19:35:26Z published: 2026-10-13T19:35:26Z canonical: "docs.restaurant365.com/review-and-edit-ai-shift-assist-matches" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Review and Edit AI Shift Assist Matches Managers review and edit AI Shift Assist matches in the **Matching employees** window, which opens from a shift on the [Schedule page](/docs/review-and-edit-ai-shift-assist-matches#). The window lists the employees that AI Shift Assist matched to the shift. They appear in **Preferred**, **Eligible**, and **Eligible with warnings** groups. Removing a candidate takes that employee off the shift's offer list. For more on how AI Shift Assist ranks and notifies candidates, see [AI Shift Assist](/docs/review-and-edit-ai-shift-assist-matches#). > [!WARNING] > Removing or restoring candidates takes effect only after the shift is saved. Closing the **Matching employees** window and leaving the shift without saving discards the change. --- ## Security Users must have the following permissions to review and edit AI Shift Assist matches. - Labor → Scheduling → Schedule → - View Schedule Calendar - Add/Edit/Delete Shifts These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation AI Shift Assist shows candidate matches on unassigned shifts. 1. Open the **Workforce** app. 2. Expand **Scheduling**. 3. Click **Schedule**. 4. Create a **New Shift.** OR Double-click a **shift from the Unassigned shifts** row. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I6AF7OI0.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) --- ## Review Matched Candidates Follow these steps to review the candidates that AI Shift Assist matched to a shift. These steps start on the Schedule page: *Click steps to expand for additional information and images.* ****1)** Open an existing unassigned shift or create a new shift.** To open an existing shift, **double-click a shift from the Unassigned row** on the schedule. To create a new shift, click **New Shift.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-42XQIG43.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) ****2)** Select a job in the **Jobs** field.** Once a job is selected, AI Shift Assist starts searching, and **AI Search in progress** appears in the shift form. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2R9JTMO6.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) ****3)** Click **Review matches** when **AI found matching employees** appears.** The **Matching employees** window opens. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OCTR8H5S.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) ****4)** Review the candidates in each group.** **Preferred** lists the top 30% of qualified matches. **Eligible** lists candidates who are fully qualified with no conflicts and scored lower than the preferred group. **Eligible with warnings** lists candidates who are qualified but have conflicts. Their shifts require manager approval. Each candidate carries an **Approval required** badge and a tag that describes the conflict, such as **Minor labor rule**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NCQTMVW1.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) --- ## Remove a Candidate Removing a candidate takes that employee off the shift's offer list. The shift notification will not be sent to employees removed from the candidate list. Follow these steps to remove a candidate from a shift. These steps start in the **Matching employees** window: *Click steps to expand for additional information and images.* ****1)** Click **Remove** next to the candidate to remove.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-URGAEFFV.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) ****2)** Click **Remove** in the confirmation window.** The candidate no longer appears in the list. A message with an **Undo** option appears in the lower-left corner. Click **Undo** to bring the candidate back. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8ZSIGZK4.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) ****3)** Click **Close**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FREN5R22.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) ****4)** Click **Save** in the shift form.** The removal takes effect when the shift is saved. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FW0HDQO7.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) > [!NOTE] > Removing a Preferred candidate does not move an Eligible candidate into the Preferred group. --- ## Restore Removed Candidates Follow these steps to restore the candidates removed from a shift. These steps start in the **Matching employees** window: *Click steps to expand for additional information and images.* ****1)** Click **Restore all candidates**.** All removed candidates return to the list. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5UBHLEY6.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) ****2)** Click **Close**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GFB7O5O2.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) ****3)** Click **Save** in the shift form.** The restore takes effect when the shift is saved. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1UU995EX.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A48%3A42Z&se=2026-10-28T16%3A48%3A42Z&sr=c&sp=r&sig=WzZU5X4qq6SBs84szUgFtV4%2BRhF0LbmGsiy35lAj1Es%3D) > [!NOTE] > **Restore all candidates** is available only after a candidate is removed. It restores all removed candidates. Restoring individual candidates is not available. ## Related - [AI Shift Assist](/ai-shift-assist.md) - [Build a Schedule with AI](/build-a-schedule-with-ai.md) - [Schedule Settings](/schedule-settings.md)