In this step, the basic parameters of the schedule are defined.

You need to define:

The Date Range is selected as full consecutive weeks. You can select a minimum of 1 full week and a maximum of 6 full weeks.

The Schedule Name is used to identify the schedule.

The National Days Off field allows you to choose a country so that national holidays can be loaded into the schedule.

The Daily Working Hours and Period Working Hours values may be filled automatically according to the selected country and legal working rules, but they can be edited if needed.

These working hour values are used for:

They are not used by the automatic scheduling algorithm as shift assignment constraints.

The Maximum Consecutive Work Days setting defines the maximum number of consecutive days a staff member can work. This setting is always active and is considered during automatic scheduling.

The Maximum Consecutive Rest Days setting defines the maximum number of consecutive rest days a staff member can have, excluding paid or unpaid leave days. This setting is optional and is only applied if it is enabled.

Unlike Daily Working Hours and Period Working Hours, consecutive work day limits and enabled consecutive rest day limits are scheduling constraints and are considered during automatic scheduling.

This step defines the legal, operational, and constraint framework of the schedule before moving to shift and staff selection.

In this step, the shifts that will be used in the schedule are selected.

The screen lists the shifts that are active in the department. You can choose which of these shifts should be included in the current schedule.

For each shift, the screen displays the general staff requirements in a table. This table shows both the Total requirement and any group-based requirements for each day of the week.

You can use Show Rules to view the main rules defined for the shift, such as post-shift restrictions, whether the shift ends on the same day, and break duration.

For each selected shift, the staff requirements defined in the Department section can be reviewed and adjusted specifically for this schedule, if needed.

The Exclude settings defined at the department level can also be reviewed and updated specifically for this schedule.

The Limit shift assignments per period setting can also be reviewed and changed for the current schedule. This allows the assignment limit of a selected shift to be customized for this specific schedule.

You can also use Special Days for selected shifts.

Special Days are used when a shift needs different staff requirements on specific dates.

For example, the Morning shift may normally require 3 staff every Monday. However, for a specific Monday, the requirement can be increased to 4 staff by selecting that date and defining a special requirement.

Settings defined for Special Days override the general shift requirements for the selected date.

In summary:

The selected shifts form the foundation of the schedule.

In this step, the staff members who will be included in the schedule are selected and their individual settings are reviewed.

Staff members can be searched and selected from the list. You can select one staff member, multiple staff members, or use the checkbox next to Staff to select all listed staff members, then click Add Selected to add them to the schedule.

After staff members are added, they are displayed in a table. This table provides a summary of each staff member’s:

Each staff member can also be opened individually to review schedule-specific details.

The staff detail panel includes three tabs:

In the Limits tab, previously defined weekly and monthly minimum–maximum working hour limits are displayed and can be revised if necessary. Shift work count limits can also be reviewed and updated for the selected schedule.

In the Special Requests tab, existing Special Requests are displayed. These are soft constraints, such as preferred shift assignments or requested rest days. New special requests can also be added from this tab.

In the Leaves tab, leave records defined as hard constraints are displayed for reference. Leave creation or modification must be performed from the HR Planning screen.

At this stage, no shift assignments are made.

Only the staff members who will participate in the schedule are determined, and their individual configurations are reviewed to prepare for schedule generation.

In this step, paired working relationships can be defined between staff members.

The Mentor–Trainee structure ensures that selected staff members are scheduled on the same shifts within the specified date range.

A mentor can be matched with multiple trainees.

Pairing is defined by selecting specific days from the calendar.

The same staff member can take different roles in different pairings.

Example:

Personnel 1 can be assigned as a mentor and Personnel 2 as a trainee.

At the same time, Personnel 2 can act as a mentor for Personnel 3, forming a seniority chain.

This structure ensures that team members who need knowledge transfer or must work together are evaluated jointly during schedule generation.

This step is optional and can be skipped if not needed.

Once all steps are completed, the schedule generation screen is opened.
At this stage, all previously defined rules and constraints are carried over to this screen and enforced during the schedule generation process. These include:

All structural, operational, and rule-based configurations are enforced within this screen.

This screen allows full flexibility in how the schedule is completed:

The level of automation is entirely controlled by the user.

When Auto Scheduling is executed:

This means:

The automatic scheduling algorithm is required to comply with all hard constraints.

Before running the auto-scheduling process, the user can directly modify the schedule using manual actions.
To do this, hover over a day on the calendar — a “+” icon appears. Clicking it opens two options:

Use this option to manually assign work before running Auto Scheduling.

How to add an assignment:

Shift Selection Options
When choosing a shift, you can select:

If Flexible Shift (Any) is selected:

If a specific shift is selected:

Use this option to prevent a staff member from being assigned to certain shifts on a given day.

How to exclude shifts:

All manual additions and exclusions entered at this stage are treated as hard constraints.
The algorithm must comply with them; otherwise, a valid automatic schedule cannot be generated.

Note: Special Requests are treated as soft constraints, but manual assignments and exclusions are enforced strictly as hard constraints.

After manual configurations are entered for at least one staff member, they can be replicated to others.

By clicking the Copy icon next to a staff member, users can copy:

The copied configuration can be applied:

This significantly accelerates setup when staff share similar working patterns.

If needed, additional shifts can be added at this stage.

When “By Shift” is selected in the left-side panel:

This allows structural changes without restarting the setup process.

When By Staff is selected in the left-side panel, additional staff can be included.

Click Add Staff located at the bottom of the left-side panel.

Users can:

When creating a new staff member, the user may choose to:

This supports temporary or schedule-specific staff.

On the right side of the screen, three panels are available:

Displays real-time validation of constraints:

Allows defining additional generation-level limits:

These constraints are enforced during generation.

Allows defining or adjusting mentor–trainee relationships directly within this screen.

After all adjustments are completed:

The system generates a schedule that satisfies all defined hard constraints and optimizes soft constraints where possible.

If hard constraints conflict, a valid schedule cannot be produced until the issues are resolved.