After running SmartRoster, the Roster agent produces a list of recommendations based on its analysis of the generated roster. You review these recommendations from the SmartRoster dashboard and decide which to accept or reject. No recommendations are applied automatically.
Recommendation categories
The Roster agent groups recommendations by the type of issue identified.
Category | Issues the Roster agent identifies |
Coverage gaps | Periods where staffing falls below the demand defined by Staffing Demand rules. |
Working Time Directive (WTD) compliance | Rest period breaches, maximum weekly hours breaches, and other WTD rule violations. |
Contract hours deviation | Employees scheduled for significantly more or fewer hours than their contracted hours. |
Availability conflicts | Employees scheduled on days or times where they have recorded unavailability. |
Cost and budget alignment | Roster cost exceeding the configured budget threshold. |
Fairness distribution | Imbalances in the allocation of desirable and undesirable shifts across the team. |
Action types
Each recommendation includes a suggested action. The Roster agent may recommend one of the following.
Action type | Description |
Swap shift | Swap the shift between two employees to improve coverage, fairness, or compliance. |
Change shift | Replace an employee's shift with a different shift pattern. |
Add shift | Schedule an employee on a day they are currently not rostered. |
Remove shift | Remove an employee's shift to address overstaffing or a compliance breach. |
Review and action recommendations
Recommendations are displayed in the Pending tab of the Recommended Actions panel, grouped by employee.
On the SmartRoster dashboard, select Recommended Actions.
Select the Pending tab to view outstanding recommendations.
For each recommendation, review the suggested action and the reason provided by the Roster agent.
Select Accept to apply the recommendation to the roster, or Reject to dismiss it.
Accepted changes are applied to the roster immediately. Rejected recommendations move to the Completed tab.
đNote: Accepting a recommendation updates the roster but does not publish it. You must still publish the roster using the Publish Roster button in Roster Details when you are ready for employees to see the changes.
Generate more suggestions
Once all pending recommendations have been actioned, the Roster agent can generate an additional set of suggestions. This allows you to request further analysis if you want to explore more potential improvements.
Action all recommendations in the Pending tab.
Select Generate More Suggestions.
The Roster agent performs a further analysis and adds new recommendations to the Pending tab.