Scheduling
Auto-Assign
Let ClinicShifts automatically assign providers to unassigned shifts based on availability, roles, and location assignments.
Auto-Assign is a powerful feature that automatically fills unassigned shifts with eligible providers, saving you significant time when building schedules.
How Auto-Assign Works
When you trigger Auto-Assign, the system analyzes all unassigned shifts on the current schedule view and attempts to fill them by considering:
- Location assignments — only providers assigned to a location in StaffPulse Settings are considered for shifts at that location
- Role matching — if a shift has a specific role requirement, only providers with that role are eligible
- Availability — the system avoids assigning providers who already have shifts on the same day, or who have time off scheduled
- Conflict prevention — the algorithm avoids creating overlapping in-person shift assignments
Using Auto-Assign
- Make sure your unassigned shifts are visible on the schedule (create them first if needed)
- Click the Auto-Assign button (sparkles icon) in the top-right operations panel
- The system will process the assignments and update the schedule
Auto-Assign creates draft assignments. Review the results and make any manual adjustments before publishing.
Getting the Best Results
For Auto-Assign to work effectively, make sure your configuration is accurate:
- Assign employees to the correct locations — only assign providers to locations where they regularly work. If everyone is assigned to every location, the algorithm has no useful information to work with.
- Set provider roles correctly — make sure each employee's roles are up to date in StaffPulse Settings
- Mark time off — add PTO and time off in the Calendars section so the algorithm knows who is unavailable
- Use role-specific shifts — setting a role on your shifts (instead of "Any role") gives the algorithm better constraints to produce accurate assignments
After Auto-Assign
After running Auto-Assign:
- Review the results — check that assignments make sense
- Make adjustments — manually reassign any shifts that need changes
- Resolve warnings — check for any conflict warnings
- Publish — once satisfied, publish the schedule to notify providers