In Beta
This feature is in beta. Contact your CSM to learn more.
AI Shift Assist is configured from the AI Shift Assist tab of Schedule Settings. A single location or multiple locations can be added to an AI Shift Assist. When added to a configuration, AI Shift Assist will be enabled for a location.
Security
Configuring AI Shift Assist requires the following permission:
Labor → Scheduling → Schedule →
View Schedule Page
Add/Edit/Delete Shifts
Publish/Unpublish Schedules
Shift Filler
This permission is required to configure AI Shift Assist.
These permissions can be added to custom user roles or individual users. The Permission 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.
Enable AI Shift Assist
Follow these steps to turn on AI Shift Assist for the instance:
Click steps to expand for additional information and images.
1) Click the gear button in the Schedule header to open Schedule Settings.
2) Select the AI Shift Assist tab.
3) Click New AI Shift Assist.
4 ) Enter a name for the configuration and select the locations that should have AI Shift Assist enabled.
When a location is added to any AI Shift Assist configuration, AI Shift Assist will be turned on and available for the location.
5) Select whether to automatically assign accepted shifts. See more about this setting below.
6) Click Save.
Once saved, the configuration will appear in the AI Shift Assist table.
Turn On/Off Automatic Assignment
When this toggle is on, and an employee accepts an offered shift, it will automatically be approved. When this toggle is off, all accepted shifts will continue to await approval.
When Automatically assign accepted shifts is enabled, only preferred and eligible employees will be auto-approved. Employees requiring review will still require manager approval regardless of whether automatically assign is on or off.
Follow these steps to automatically assign shifts that are claimed through AI Shift Assist:
Click steps to expand for additional information and images.
1) Navigate to the AI Shift Assist tab of Schedule Settings.
2) Create a new AI Shift Assist configuration or click an entry to change the setting on an existing AI Shift Assist configuration.
3) Toggle Automatically assign accepted shifts on.
Shifts requiring manager approval, such as those that would create overtime, remain pending for review even when this toggle is on.
Turn Off AI Shift Assist
To turn off AI Shift Assist for a single or set of locations:
Open the correct AI Shift Assist configuration.
Remove the location(s) from the Locations list.
Save the record.
Delete an AI Shift Assist Configuration
Deleting an AI Shift Assist will turn off AI Shift Assist for all locations associated with the configuration at the time of deletion.
To delete an AI Shift Assist configuration:
Open the correct AI Shift Assist configuration.
Click the menu button.
Select Delete.
