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How to generate assignment proposals

Scope note​

Assignment proposal generation depends on enabled features and your tenant configuration.

Why this matters​

Assignment proposals help you build schedules faster by suggesting employee matches based on your planning setup and operational constraints.

Before you start​

Make sure:

  • employees are active
  • client requests are entered
  • skills are up to date
  • availabilities are submitted
  • known absences are recorded

Steps​

  1. Go to the scheduling area for the target period.
  2. Review the requests that still need coverage.
  3. Launch the assignment proposal feature.
  4. Review the proposed matches.
  5. Compare the suggestions based on your operational needs.
  6. Accept the proposal that best fits the situation.
  7. Adjust manually if needed.

What happens next​

Accepted proposals help you move faster toward a complete schedule and can then be prepared for sending to employees.

Tips​

  • Review skills before generating proposals.
  • Resolve major availability issues first.
  • Use proposals as a decision tool, not as a blind automation step.

Troubleshooting​

No relevant proposal is generated​

Check whether:

  • the request requires rare skills
  • employee availability is incomplete
  • employee-client compatibility rules are too restrictive

Proposal quality seems low​

Review the quality of the input data first: requests, skills, availability, and constraints.