Customizing Your Settings
AI Shift Planner allows you to customize its behavior to fit your workflow and visual preferences. All settings are saved to your Google™ account and apply wherever you use the add-on, ensuring a consistent experience across Google Docs™, Sheets™, and Slides™.
Accessing the Settings Menu
Section titled “Accessing the Settings Menu”-
Launch the Add-on Sidebar
Open a Google Doc™, Sheet™, or Slides™ file and launch the AI Shift Planner sidebar from your extensions menu or the right-side panel.
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Open the Settings Modal
In the sidebar, click the Settings button. This will open the main settings window.
Available Settings
Section titled “Available Settings”The settings window is organized with tabs for Shift Planner and Class Planner, allowing you to configure options for each schedule type independently.
General Settings
Section titled “General Settings”This section contains options that affect the overall add-on experience.
- Interface Language: Choose your preferred language from the dropdown menu. All buttons, labels, and messages will update instantly to create a more intuitive experience. We support over 10 languages, including English, Spanish, German, Japanese, Chinese, and more.
Schedule Generation Rules
Section titled “Schedule Generation Rules”This section controls the core AI engine that processes your requests.
- Optimization Engine: Select the right engine for your needs.
- Basic API: The default engine, perfect for most standard scheduling scenarios. It’s free and unlimited.
- Pro API: A more powerful engine designed for larger teams, complex rules, and demanding constraints. It provides faster, more optimized results.
- Pro API Trials: If you haven’t upgraded, you can try the Pro API for a limited number of times. The settings menu will show you how many trial runs you have remaining.
View & Formatting
Section titled “View & Formatting”Customize the appearance of your final schedule. These options are context-aware, intelligently adapting based on the application (Sheets, Docs, or Slides) you’re in.
Google Sheets™ offers the most extensive formatting options for full control over your data.
- Default View: Choose between Grid View (a compact, calendar-like layout) or Tabular View (a detailed list perfect for sorting and filtering).
- Create Workload Summary Sheet: When enabled, the add-on automatically generates a separate sheet with charts and stats, such as total hours and shifts per employee, giving you at-a-glance insights.
- Styling: Enable or disable borders, bold headers, and freeze the header row/columns to keep them visible while scrolling.
Formatting options in Google Docs™ and Slides™ are tailored for documents and presentations.
- Default View: Choose between Grid View or Tabular View to best fit your document’s layout.
- Styling: Control borders and bold headers to match your document’s aesthetic. Options not applicable to Docs or Slides (like freezing panes) are automatically hidden.
For Tabular View, you can control which data columns are visible to create a focused report.
- Show “Day of Week” column: Adds context to each date.
- Show “Duration” column: Automatically calculates the length of each shift (for shift schedules).
- Show “Week of Year” column: Helps with long-term planning and payroll.