In Beta
This feature is in beta. Contact your CSM to learn more.
AI Shift Assist is turned on from the AI Shift Assist tab of Schedule Settings. Enabling the feature applies to the entire instance and cannot be limited to specific locations.
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) Toggle Enable AI Shift Assist on.
Important Note About Turning Off AI Shift Assist
Turning Enable AI Shift Assist off automatically turns off Automatically assign accepted shifts in the same action.
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.
See the steps above.
2) 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.
