Step 1
Open the workspace
Start in the Employee Scheduling workspace and review the workflow shell.
SchedAI Quickstart
Employee Scheduling visual quickstart
Stage employee and shift data, set scheduling policy, run optimization, and review coverage, timeline, and assignment outputs.
Visual walkthrough
Follow the workflow step by step, using the screenshots where available and the concise action notes throughout.
Before you start
Check that shift demand, required skills, and availability rules are internally consistent.
Use a sample first if you want to validate the workflow before uploading live workforce data.
Step 2
Stage staffing inputs
Load workforce CSVs, enter rows manually, or start from a sample scenario.
Step 3
Review schedule policy
Confirm solver and runtime settings before submitting the workforce scenario.
Step 4
Run the schedule
Launch optimization once the staged scenario and policy are both ready.
Step 5
Inspect assignments
Review KPIs, the employee timeline, and assignment details before exporting or iterating.
Expected outputs
Coverage and workload KPI summary
Employee timeline view
Assigned and unassigned shift details
Common mistakes
Using inconsistent shift dates, times, or required skills
Leaving the scenario partially valid and skipping the validation panel
Editing inputs after a run and forgetting to rerun before review
Next steps
Move from walkthrough to the right working page
Open the live workspace when you are ready to execute, or use the related product, use case, and spec pages when you need more context first.
Navigate
Keep this quickstart connected to the resource library
Return to the quickstart index for another product walkthrough, or go back to the resource hub for use cases, input specs, and how-to guides.