Run automatic scheduling

The main automatic scheduling process is used for agents with a contract of the fixed staff employment type. The target is to schedule days off and work shifts in a way that fulfills all work rules defined by their contract set-up.

Select the agents and the period to schedule and open the scheduling options. Use the scheduling options to define any additional rules for the scheduling to consider. This can for example be restrictions like agent preferences or rotations, limitations on the number of agents to schedule or using team or block scheduling. When you selected what to consider, start the automatic scheduling.

Skill activities are only scheduled for agents that have that skill and only within the open hours of the skills. The shifts scheduled for each agent are picked from their shift bag.

When the automatic scheduling is done, you must optimize the schedule. See Optimize schedule for more information. It's usually most efficient to schedule all fixed employees before optimizing the schedule.

For information on how to schedule hourly employees, see Schedule hourly employees.


This feature is available to Calabrio GovSuite users.

  • You have the Global functions > View schedules permission.
  • You have the Global functions > Modify schedules permission and the underlying Modify assignment permission.
  • You have the Global functions > View unpublished schedules permission.
  • Any known activities, absences and meetings are scheduled.

Page location

Client > Schedules > Open schedule


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