Smart Planner: AI generation settings

What the Smart Planner does

The Smart Planner is Shyfter's artificial intelligence scheduling assistant. From your history and the settings below, it automatically generates an optimised schedule that you remain free to adjust. You describe your business in a prompt, the AI proposes, you validate.

Go to Settings ⚙️ → Schedules → AI. The screen is organised into three sections: General settings, Constraints & rules and Modules & data. Remember to save after your changes.

General settings

• Enable the Smart Planner: enables the AI to automatically generate optimised schedules based on your team's needs and preferences. As long as this option is disabled, automatic generation is not offered in the schedule.
• Default prompt: the text that guides the generation. Describe your business and your habits (type of establishment, footfall, key positions). A Generate a suggested prompt button automatically offers a prompt suited to your account, which you can then adjust.
• Only create free shifts: the AI generates only unassigned shifts. It analyses the history (schedules, skills, sections) but assigns the shifts to no one. Handy to prepare a framework that you then assign yourself.
• Analysed history (months): the number of months of history the AI examines to detect your habits. The longer the history, the more the proposals reflect your recurring patterns.

Constraints & rules

• Check availabilities: excludes from the generation employees on leave, absent or unavailable.
• Respect the hours/week from the profile: limits the generated hours to each employee's contractual maximum.
• Strict skills: only assigns a shift to employees who have all the required skills.
• Optimise costs: favours the least expensive options during the generation.
• Respect legal constraints: applies the legal rules (minimum rest of 11 hours, maximum 6 consecutive days, weekly limit).
• Use contractual schedules as fallback: in case of insufficient data, relies on the employees' contractual schedule templates.

Modules & data

These options tell the AI which dimensions to take into account to distribute and size the shifts.

• Use sections: places employees in their usual sections.
• Use skills: takes the employees' skills into account.
• Use quotas: calculates staff needs from the hourly quotas and the forecast revenue.
• Base on revenue: adapts the number of people scheduled according to the forecast revenue.
• Use weather: adjusts headcount according to the weather forecast and external events.
• Affinity between people: takes into account affinities between employees to favour good combinations.
• Fair distribution: distributes the shifts fairly among the employees.
• Fair rotation (turnover): alternates the demanding schedules (evenings, weekends) among the employees.
• Learn from corrections: takes your past manual changes into account to improve future proposals.

Several of these modules depend on external data: revenue and quotas assume revenue tracking (manual or via a connected POS), weather relies on the establishment's location. The more complete your data, the more relevant the generation.