Home Wiki DE

AutoPilot

Three phases, one cycle — your shift planning runs automatically.

Wiki > Shift Planning > AutoPilot

What is the AutoPilot?

The AutoPilot is the heart of PlanFast. You configure it once — after that, it adds shifts, publishes them and assigns them automatically. You only need to step in if you want to.

Three phases per cycle

1. Adding 2. Publishing 3. Assignment

Phase 1: Adding

The AutoPilot automatically adds shifts for the next planning period based on your shift templates.

What you do in this phase

  • Review demand: Are all shifts sized correctly? Do you need more staff on a certain day?
  • Add special shifts: Spontaneous events, sickness cover, holidays.
  • Delete shifts you don't need.

Anything you change now flows directly into publishing.

When does adding happen?

You define a rhythm in the AutoPilot setup — weekly, every X weeks or monthly (e.g. "Every Monday", "1st of every month"). Plus a minimum lead time so employees have enough time to set availability.

Phase 2: Publishing

Once published, all employees see the upcoming shifts in the app.

What happens

  • Employees receive a push notification.
  • They can set or adjust availability — ★ Wish, ✓ Available, ✗ Not available.
  • Their availability acts as their "application" for shifts in that period.

In this phase no shifts are assigned yet — everyone waits for the deadline.

Phase 3: Assignment

When the deadline hits, the algorithm computes the optimal plan and assigns the shifts.

What the algorithm considers

  • Availability: ★ is clearly preferred, ✓ is regular, ✗ is excluded.
  • Weekly hours: Target hours per employee are respected.
  • Departments & qualifications: Only matching employees get assigned.
  • Minimum rest time: At least X hours between two shifts — see Rest Time.
  • Fair distribution: Popular and unpopular shifts are balanced.
  • Absences: Already-reported sick days/vacation are excluded.

Manual fine-tuning

After assignment you can always reassign individual shifts — the AutoPilot is a baseline, not a straitjacket.

Configuring the AutoPilot

You'll find the settings under Settings → AutoPilot. Here are the values you set:

SettingMeaning
Start dateFrom when shifts are added.
Planning periodWeekly, every X weeks or monthly.
When to add?Weekday or date that triggers the cycle.
For what time range?How many weeks / months ahead are added.
Minimum lead timeDays between adding and start of the planning period.
Publish afterHow many days after adding it gets published.
Assign afterHow many days after publishing it gets assigned.
Minimum rest timeHours between two shifts of the same employee.

Restart cycle

If after starting you realize the rhythm doesn't fit, you can recompute the current cycle.

Caution when restarting

If you start a new cycle, the open steps of the current cycle won't run anymore. Make sure your scheduling is manually completed up to the next planning period before restarting.

Before restarting, PlanFast shows you which steps will be skipped and what the new next action will be — you have to confirm explicitly.

If something is off

PlanFast detects automatically when your AutoPilot configuration is inconsistent (e.g. publish date before adding). You'll see "Configuration inconsistent" with a button "Fix AutoPilot".

If no shift templates exist, PlanFast also alerts you: "Please select at least one shift template so the AutoPilot can add shifts."

Disabling the AutoPilot

You can disable the AutoPilot anytime. Then you create shifts manually and manage the schedule yourself — all features remain available, only the automation is off.