🥷 Step-by-step guide to planning shifts with AI

Step-by-step explanation of how to plan shifts.

*To create shifts automatically in haddock HR, you first need to complete a series of essential actions. That way, the tool will have all the information it needs to work its magic automatically afterward. *

1. Create availability shifts

It is essential to create availability shifts in haddock HR for each employee.

It is easy. For example, if I am available from 9 to 18 h Monday to Friday, I only need to enter it in "new shift" (see below).

2. Create availability wheels

Availability wheels are another of the basic building blocks so haddock HR can create shifts automatically.

If María is only available Monday to Friday, we will assign the previously created DIS shift to days 1 to 5 (Monday to Friday), so that the weekend is marked as rest. That way, haddock HR will know María's availability.

Difference between availability shifts and availability wheel: The wheel is made up of availability shifts. It generates different shifts to create the perfect availability wheel for your employee.

3. Assign the shift wheel to María

The next step is to assign that availability wheel and shifts to María or the corresponding employee. To do that, in the employee profile we will indicate "María's availability wheel".

To continue with the process, now is the time to check that the wheel is scheduled correctly.

Open the planning you want and click the "plan" button:

4. Create functions

It is time to create the functions we are going to use in automatic planning.

For example, if our business is a hotel, we can add the following functions (which will correspond to work areas): housekeeping, F&B, kitchen, reception, restaurant floor, entertainment....

For example, we will create the function "reception": employees menu, "functions" submenu

We assign the corresponding function to the employee:

5. Create shifts

We create the work shifts to be scheduled, for example the M1 morning shift:

6. Create operational needs

And then we create the operational needs that will define how many people we need with a given function in each shift.

For example, if we need 3 people at reception in the morning, it would look like this:

We associate the operational needs with María's group:

And with that, we can now test automatic shift planning by opening the corresponding group:

CLICK THE INSTANT PLANNING BUTTON

Enter the restrictions you need to add...

*And let our AI-trained ninja create the best work shift plan for your business and its needs. *

Here is your work shift plan for Hotel María - reception.

Beautiful and perfect!

Modify and further customize your shift board, haddock HR will keep learning from the trends you set.

Updated on: 23/04/2026

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