Self scheduling

Work together with your colleagues to create an initial schedule for a given period, taking into account individual preferences. This helps you align your work schedule with your personal schedule and improve your work-life balance. ESS 7 supports self scheduling through multiple rounds, with the number and time range of the scheduling period determined by your organization's configuration.

This section covers the most common process of three scheduling rounds.

Round 1

Create and adjust your initial schedule in Round 1. Your planner or manager specifies a scheduling period during which you can start scheduling and which shifts are available for picking. At the end of Round 1, you'll receive points based on the shifts you've picked. These points are determined by the number of employees needed for the shift and how many of your colleagues also picked that shift.

If you pick shift A, you'll receive points based on the number of employees your planner or manager needs (minimum of five, ideally seven, and no more than 10) and how many of your colleagues also picked that shift.

Employees who added shift A to their scheduleSituationPoints awarded
< 5Understaffed10
5 - 6Semi understaffed8
7Matching demand6
8 - 10Semi overstaffed4
> 10Overstaffed2

ESS 7 calculates the points you receive for each shift based on the number of employees needed and the number of colleagues who picked that shift. It also calculates your average number of points per shift, which your planner or manager can use to prioritize individual preferences when finalizing the schedule.

Round 2

In Round 2, you can improve your schedule by removing shifts that have too many people (overstaffed) and adding shifts that don't have enough people (understaffed). The goal is to increase the average number of points you earn per shift and reduce the likelihood that your planner or manager will need to change your schedule in Round 3.

Round 3

In Round 3, your planner or manager makes final adjustments to the schedule to ensure all work is covered. If changes are needed, they'll consider the average number of points per shift that you and your colleagues earned in Round 2. If you earned more points than your colleagues, it's less likely that your schedule will change. You won't be able to see or change your schedule during this round. When your planner or manager is done, you can view the final schedule in your SCHEDULE.

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