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Choose a roster generation engine in SmartRoster

An overview of the two roster generation engines available in SmartRoster — AutoRoster and OR-Tools — including when to use each and how to select one in the settings.

Written by James Pardy

SmartRoster supports two roster generation engines: AutoRoster and OR-Tools. The engine you select determines how the roster is built before the SmartRoster analysis layer runs. Both engines are fully compatible with SmartRoster analysis.

Comparing the two engines

Use the table below to understand the key differences between AutoRoster and OR-Tools.

Feature

AutoRoster

OR-Tools

Type

Constraint-based scheduling engine

Mathematical constraint solver

Uses AI

No

No — deterministic only

Optimisation goal configurable

No

Yes — set primary optimisation goal and secondary priorities

Preview before applying

No

Yes — roster can be reviewed and discarded before saving

Compare Engines

Yes — when used alongside OR-Tools

Yes — when used alongside AutoRoster

Configuration required

Minimal — uses existing AutoRoster settings

Yes — requires OR-Tools Settings to be configured before first use


Select a generation engine

You can configure SmartRoster to use OR-Tools, AutoRoster, or both. Enabling both engines unlocks the Run All and Compare Engines options on the dashboard.

  1. Go to Smart Roster and select Settings.

  2. Select OR-Tools Settings.

  3. In Step 2 of the configuration wizard, select the engine or engines you want to enable.

  4. Complete the remaining configuration steps.

  5. Select Save.

📌Note: Enabling both engines does not change how the roster is built on a standard run. The manager selects which engine to use at the point of running SmartRoster. See Run SmartRoster for details.


When to use each engine

Use the table below to identify the recommended engine for your customer's situation.

Scenario

Recommended engine

Customer is already using AutoRoster and wants to trial SmartRoster

AutoRoster — minimal configuration required

Customer wants control over the optimisation goal (for example, minimise cost vs maximise coverage)

OR-Tools

Customer wants to compare engine outputs before committing to a roster

Both engines — enables Compare Engines on the dashboard

Customer does not use AutoRoster and builds rosters manually

OR-Tools, or manual build with SmartRoster analysis only

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