Who can do this?
Owners and Managers manage the shop’s monthly draft. Coordinate before replacing or discarding it.Where to do it
In the web app, select the shop, open Shifts and choose Autogen. Prepare your shift templates and collect the team’s preferences first.Build the draft
- Choose a month and select Next. This screen offers months with open preference registration. Open the month under Preferences if it is missing.
- Choose the people to include. Everyone is selected initially; remove anyone who should not be scheduled. At least one person must remain selected.
- Check who has submitted preferences. Missing responses do not exclude a person from planning.
- Select Next and choose a template for every weekday. Same template every day applies one template to all seven days.
- Choose Generate and wait for Review the draft.
Check the proposed assignments
Review daily shifts, assigned people, open places and Assigned hours. These hours cover the draft only; add already published shifts when checking monthly totals. Check approved time off, overnight shifts and commitments at other shops. Preferences are not availability limits. Assignments can exceed desired hours, including zero, or fall outside selected dates. Exclude anyone who should not work. For missing responses, planning can reuse earlier submitted hours and corresponding weekdays. Otherwise, planning starts with 160 hours and configured days. Confirm availability with the person. Select a draft shift to edit it, or use its delete button and confirm. Every weekday needs a template. The hint suggests an empty template for closed days, but the template editor requires a time block. Delete unwanted shifts on closed dates before publishing. When assigning people within a draft, overlapping draft shifts in the same shop also count as busy. Drafts in other shops do not reserve the person; coordinate those plans before publishing.Publish or discard
Check availability, time-off and assignment changes since generation. Publish uses the saved draft without replanning. Select it and confirm. The team sees assigned shifts, including those with unfilled places. Discard and Discard and leave delete the monthly draft after confirmation. Published shifts remain. After an error, inspect the plan before retrying.Platform notes
To keep an unfinished draft, use the web app and avoid opening Work → Autogen in the mobile app. Opening or returning to that mobile screen can delete unpublished drafts for every month with open preference registration in the shop, including another manager’s draft, without confirmation. Published shifts remain. For a new mobile plan, choose Autogenerate shifts, select the month and team, then Next. Check the selected names: Clear all can select everyone again. Assign all seven weekdays before Generate, even if the button becomes available earlier. In the preview, tap a shift to edit and check assigned hours and Missing staff. Approve publishes after confirmation. Discard draft and Leave and delete draft delete the draft after confirmation; neither keeps it for later. Publishing does not record worked hours.Market notes
The flow applies in Great Britain and Germany. Review the selected shop’s dates and working hours before publishing.Troubleshooting
- If generation is unavailable, check the open month, selected team and all seven weekday templates.
- If places remain open, review work roles, existing assignments and approved time off before changing the plan manually.
- If the draft cannot load or its saved state is unclear, refresh and contact Tapp support before regenerating or publishing.