Automatic planning- Create your rota with one click

Tired of spending hours making your schedule work? Let Smartplan do the heavy lifting. Our intelligent assistant considers all rules, preferences and staffing needs - and finds the best solution in seconds.

Smartplan automatic scheduling overview

See how automatic scheduling works

In under 3 minutes, we'll show you how the Smartplan Assistant can save you hours of work every week.

Automatic scheduling in these simple steps:

Setting up staffing requirements in Smartplan
Step 1

Set up your staffing needs

For the Smartplan Assistant to create your schedule, you need to tell it what you need. Define how many shifts you need at different times.

In the image, you can see that on Monday, we need two kitchen shifts from 8am to 12pm and one bartender and one server from 4pm to 8pm.

Step 2

Set up scheduling rules

Your employees often have different contracted hours. And there are days when some simply cannot take shifts. You decide how the automatic scheduling should behave and which rules it must follow:

Setting up scheduling rules
Employees submitting schedule preferences
Step 3

Receive preferences from your employees

You can choose to open your schedule for preferences. Let employees mark which times they prefer not to work. Smartplan can then fulfil as many preferences as possible.

The advantage is a more realistic schedule. As a manager, you ensure employees can actually work the shifts you assign, avoiding excessive shift swaps or cancellations when the schedule is released.

Step 4

Create the schedule with one click

The Assistant can handle everything automatically by suggesting staffing based on your needs, preferences and rules. The Assistant reviews thousands of solutions until it finds the schedule that best fits your specific needs and fulfils the most rules and preferences.

Plan some yourself and let us do the rest
If there are employees you want to prioritise or schedule yourself, you can do so and then let Smartplan complete the rest of the staffing for you.

Automatic schedule generation
Adjust and publish the schedule
Step 5

Adjust staffing and publish to employees

Whether you create the schedule automatically or manually, the Assistant continuously monitors that your rules are being followed. This makes it easier for you to create the best possible schedule without overlooking important things. Once you've made your adjustments, the schedule is published to your employees and becomes visible on Web, App and calendar.

Ready to save time on scheduling?

Sign up free and experience how easy automatic scheduling can be. Get started in under 2 minutes.

"We use and are extremely happy with the 'Suggest Staffing' feature in Smartplan. It's a huge help, and since we use 'Handle Preferences' from employees who have shifts, everyone feels accommodated. It works brilliantly."

Kasper Bøgh Pedersen

Kasper Bøgh Pedersen

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Read more about why Smartplan is right for you:

You have more employees and want an overview
Excel keeps your schedule trapped. Read what you get from setting it free and into your employees' pockets with our Scheduling App.
Because user-friendliness and customer service matter
You don't want to pay for a huge system with all sorts of features that make it slow and hard to use. It should be easy to make your schedule and manage your hours and payroll.
Smartplan starts at just £49/month
A low price and no commitment means something to you. That's why you can get started with scheduling and punch clock for just £49/month. See our prices.
It matters to you that we're here for the long run
We've been making schedules and time tracking for 10 years and we're not going anywhere. We have black numbers on the bottom line and are 100% funded by our customers. In fact, we've been a Gazelle for four years in a row. Read more about Smartplan.
Børsen Gazelle 2023
Read more here
Read about how our user-friendly shift planning system makes your planning easier.
Read about how you can get time tracking and payroll done easily.
Read about the market's smartest automatic scheduling.
We've written the ultimate guide to making a schedule.