In this article you'll learn how to use the AI-Assistant feature to automatically generate shifts in Shift Planning. The AI creates shifts based on your specifications, allowing you to review and selectively adopt them into your schedule. This article is relevant for shift planners who want to streamline the shift creation process.
1. Create shifts with AI
Go to Shift Planning
Click on Ask AI/AI-Assistant
On first use the following pop-up window will appear:
Note:
Your data is not used by OpenAI to train AI models.
Your data is processed only within the EU.
Enter your command/prompt. Include:
Click on GENERATE
the date(s) (e.g. for Monday and Tuesday or for September 8–9)
the time of the shift (e.g. from 10 a.m. to 4 p.m.)
the roles of the shift(s) to be planned
Employees who are enabled for shift planning and have an assigned role and work area
Note:
Make sure to only enter commands for the week in week view or for the corresponding month in month view. For the AI, the respective time period must be visible. In our example, in week view you could only have shifts planned from Monday, September 8 to Sunday, September 14.
Your shifts are now being created, this may take a minute, please do not reload the page.
You now see the AI-generated shifts in your shift planning:
You can still decide whether to adopt all the created shifts.
Click in the box with the blue checkmark to remove it and not adopt this created shift
In the overview below you can check how many of the AI-generated shifts you will adopt
Click on APPLY
The shifts will appear as normal shifts in your shift planning
Note:
All common conflicts such as role conflicts or time conflicts are of course also displayed for AI-generated shifts. If you want to learn more about conflicts, please read here.
The blue-outlined rectangles are the shifts created by the AI. If you want to accept them all, keep the checkmark. Otherwise, click the checkmark to remove it.
To publish shifts, please read this article.