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Auto Scheduler

Cloud service for shift scheduling and optimization—fair, constraint-aware work plans for your workforce.

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How to Use auto-scheduler: Shift Scheduling Workflow from Playground to Export

A practical guide to auto-scheduler for shift managers. Try the playground without an account, then set up company info, staff, schedule settings, wishes, and run optimization—with links to key account areas.

Author: auto-scheduler Editorial Team
Published on: January 16, 2025
Updated on: April 7, 2026
TutorialHow-toShift schedulingGetting startedWorkforce planning

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How to Use auto-scheduler: Shift Scheduling Workflow from Playground to Export

Table of Contents

  1. What auto-scheduler Does
  2. Try the Playground First (No Login)
  3. Create an Account and Company
  4. Configure Schedule Settings
  5. Build Your Staff Roster
  6. Collect Shift Wishes (Optional)
  7. Run Shift Planning or Feasibility
  8. Review Results and Export
  9. Plans and Limits (Summary)
  10. FAQ and Support

What auto-scheduler Does

auto-scheduler is a cloud service that solves staff shift scheduling: it finds assignments that respect required headcount per time slot, individual availability, labor rules (on paid plans), fairness, and—where possible—shift preferences.

It fits hospitals, clinics, retail, hospitality, contact centers, and any team that plans shifts on a calendar—not generic “file processing.”

Difficulty: ★★☆☆☆ (beginner-friendly)

Try the Playground First (No Login)

The fastest way to understand the product is the Playground:

  • No account required
  • Up to 5 staff, schedule length up to 1 week, 1-hour time slots
  • After you submit, the app polls for results (see the on-screen progress)

Open the Playground from your locale path, for example: English Playground or /ja/playground for Japanese.

Enter time-slot needs, each person’s available slots, then run optimization. When the engine finishes, you’ll get one optimized assignment to review, adjust if needed, and confirm.

Create an Account and Company

To save history, staff, and use the full account app:

  1. Sign up at /signup/auth (add your locale prefix, e.g. /ja/signup/auth).
  2. Complete email verification and sign in.
  3. Register company information when prompted (name, address, billing contact, etc.).
  4. Complete admin profile setup if your flow asks for it.

You’ll use the account dashboard for ongoing scheduling work.

Configure Schedule Settings

Under Schedule settings (/account/schedule-settings), define defaults that match your operation: planning horizon, time granularity (free tier is typically hourly; paid plans can use 15-minute slots), and other options your organization needs. Exact labels follow the live UI.

This step aligns the optimizer with your rules before you build rosters and runs.

Build Your Staff Roster

Staff (/account/staff) is where you maintain people who can be scheduled: names, IDs, and the availability pattern the engine uses.

  • Add or import staff as supported by the product.
  • Keep availability up to date so optimization reflects who can work when.

Collect Shift Wishes (Optional)

If your process includes preferences (days off, desired shifts), use Weekly shift wish (/account/shift-wish) so wishes can feed into planning where your configuration allows.

Run Shift Planning or Feasibility

Depending on your workflow:

  • Shift planning (/account/shift-schedule) — create conditions and run the optimizer for upcoming periods. Paid plans may offer month-level and two-week detailed horizons and extra options (labor-law compliance, fairness, preference weighting, emergency shift flows, etc.—per your subscription).
  • Shift feasibility (/account/shift-feasibility) — check whether a scenario is workable under constraints.

Free tier reminder: optimization runs are rate-limited (for example, a small number of runs per hour—see pricing and in-app messaging). Paid plans use notification-style completion (e.g. webhook) rather than playground-style polling.

Review Results and Export

Open Shift schedule (/account/shift-schedule) to review assignments. Export options (such as Excel / PDF / PNG) depend on your plan; the UI shows what is available.

Use history under shift planning where applicable to revisit past runs.

Plans and Limits (Summary)

AreaPlaygroundFree plan (signed in)Paid
LoginNot requiredRequiredRequired
Typical staff cap5Up to 50 (per current product terms)Per contract
Horizon / granularityShort trial window, hourlye.g. up to 1 week, hourlyLonger horizons, 15 min slots, options
History / saved staffNoYesYes

Limits can change—always trust the pricing page and in-app copy.

FAQ and Support

  • Product FAQ: FAQ (use your locale prefix, e.g. /ja/faq)
  • Flow overview: Flow
  • Pricing: Pricing
  • Support from the account area for logged-in users.

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