How to Use the Shift Schedule Maker
Follow these steps to create your custom schedule:
Step 1: Input Staff Details
- List all staff members with roles and availability.
- Example:
- Emma Davis, Cashier: Mon–Fri 8 AM–4 PM
- Raj Patel, Chef: Tue–Sun 12 PM–9 PM
Step 2: Define Shift Requirements
- Specify shift types, durations, and staffing needs.
- Example:
- Weekdays: 2 cashiers + 1 chef per shift (8 AM–4 PM, 4 PM–10 PM).
Step 3: Set Constraints
- Add labor laws, employee preferences, and budget limits.
- Example:
- No employee works more than 5 consecutive days.
- Part-time staff max: 20 hours/week.
Step 4: Add Optional Preferences
- Include time-off requests, seniority priorities, or skill requirements.
- Example:
- Emma unavailable on Wednesdays.
- Prioritize senior staff for weekend shifts.
Step 5: Generate and Refine
- Receive an optimized schedule and adjust manually if needed.
Example Walkthrough
User Input:
- Staff List:
- Mia Kim, Barista: Mon–Fri 7 AM–3 PM
- Liam Jones, Barista: Tue–Sat 12 PM–8 PM
- Sophia Martinez, Supervisor: Mon–Sun 9 AM–5 PM
- Shift Requirements:
- Weekdays: 2 baristas + 1 supervisor (7 AM–3 PM, 3 PM–10 PM).
- Constraints:
- Max 35 hours/week for baristas.
- Sophia cannot work weekends.
Generated Schedule:
| Day | Shift | Supervisor | Baristas |
|---|---|---|---|
| Mon | 7 AM–3 PM | Sophia Martinez | Mia Kim, Hire 1 temp |
| Mon | 3 PM–10 PM | - | Liam Jones, Hire 1 temp |
| Tue | 7 AM–3 PM | Sophia Martinez | Mia Kim, Liam Jones |
(Weekend shifts require temporary staff due to Sophia’s unavailability.)
Tips for Best Results
- Be Specific: Clearly define roles, availability, and shift overlaps.
- Balance Fairness: Rotate unpopular shifts (e.g., weekends) among staff.
- Use Templates: Save recurring schedules for future weeks.
- Account for Contingencies: Plan backup staff for emergencies.
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