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Auto Assign

Auto Assign is an AI-powered feature that automatically distributes room cleaning assignments among your housekeeping staff.

Written by Frans Garðarsson
Updated over a month ago

Instead of manually assigning each room to a team member, Auto Assign analyzes your property's layout and creates an optimized schedule in seconds.

How It Works

Auto Assign uses artificial intelligence to create balanced assignments by:

  1. Identifying all rooms that need cleaning for the selected date

  2. Analyzing your property's room groups and their physical proximity

  3. Distributing workload evenly among selected staff members

  4. Keeping adjacent rooms together when possible to minimize travel time between assignments

Using Auto Assign

Step 1: Open the Mass Assigning Bar

From the Housekeeping Overview screen, click the Assign staff button to open the mass assigning bar at the bottom of the screen.

Step 2: Select the rooms/units or Unit Groups to assign

Click the rooms to assign or select the Unit Groups you wish to assign

Step 3: Click the Auto Assign Button

Click the Auto Assign Botton in the mass assigning bar to start the Auto Assign process.

Step 4: Select Staff Members

A user selection window opens where you choose which staff members should receive assignments:

  • Use the search box to find specific team members

  • Toggle Show all off to filter by staff currently on shift

  • Click staff names to add them to the selection

  • Selected staff appear as chips at the bottom of the window

  • Click the X on a chip to remove someone from the selection

  • Use Clear all to deselect everyone and start over

Step 5: Run Auto Assign

Click Run auto assign to start the AI assignment process.

A loading screen appears with status updates:

  • "Initiating AI Auto-assign..."

  • "Analyzing historical data..."

  • "Assigning users to areas..."

You can close the loading dialog at any time to cancel the operation.

Step 6: Review Results

Once complete, you'll see a confirmation message: "AI Auto-assign complete!" The rooms are now assigned to your chosen staff members. Review the assignments on the Housekeeping Overview to verify the distribution meets your needs.

Team Workload Panel

After running Auto Assign, the Team Workload panel (bottom-right of the mass assigning bar) shows you the assignment distribution:

  • Total assigned count — Badge showing total rooms assigned

  • Expand/collapse — Click the header to show or hide details

  • Show groups — Toggle to group assignments by room floor or area

  • Staff breakdown — Each staff member's assigned room count with workload icons showing room types (checkout, stayover, etc.)

Tips for Best Results

  • Select appropriate staff: Only choose team members who are available and scheduled to work

  • Use the shift filter: Toggle off "Show all" to see only staff members currently on shift

  • Review after running: Always verify the AI-generated assignments meet your operational needs

  • Combine with manual adjustments: Use Auto Assign as a starting point, then make manual tweaks as needed

Availability

Auto Assign is an advanced feature that may not be available on all plans. Contact Sweeply Support suppport@getsweeply.com if you don't see the Auto Assign option in your mass assigning bar.

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