Retail · store
Making a retail rota with AI: a 40-hour cap and Sundays off
A store manager wants nobody over 40 hours a week, at least two people at opening and closing, and Sundays off shared out fairly. The imRoster assistant asks for the shift times, explains that a fixed Sunday rotation can't be set up, and suggests two rules instead: “at least 1 Sunday off in every 14 days”, applied strictly, and a balance preference that comes with no guarantee.
- Manager
There are 10 of us in the store. Nobody goes over 40 hours a week, we don't do overtime. At least 2 people at opening and at closing every day. And Sundays off should rotate fairly.
- imRoster assistant
You don't have opening and closing shifts set up yet, so let's start there. What are the hours, and what's the most people each one can have?
- Manager
Opening 10:00-18:00, closing 14:00-22:00. Four people max.
- imRoster assistant
Adding both shifts, with at least 2 people every day:
Proposed changeApproved2 shifts
- Opening 10:00–18:00 · 2–4 people
- Closing 14:00–22:00 · 2–4 people
- imRoster assistant
Shifts added. Should the 40-hour cap be a hard rule, or applied as far as possible?
- Manager
Hard. No overtime, ever.
- imRoster assistant
Adding it:
Proposed changeApprovedRule: nobody works more than 40 hours a week
- All staff, Monday–Sunday weeks
- Counted with breaks taken off
- Hard rule
- imRoster assistant
Applied. About Sundays: a fixed rotation (Alex this week, Beth next week) isn't something I can set up. I can offer two rules instead:
- Everyone gets at least 1 Sunday off in every 14 days: can be a hard rule, applied strictly
- Sunday shifts are spread as evenly as possible: a preference, with no guarantee of exactly equal counts
Shall I add both?
- Manager
Add both. Make the first one hard.
- imRoster assistant
First one:
Proposed changeApprovedRule: at least 1 Sunday off in every 14 days
- All staff, rolling 14-day window
- Hard rule
- imRoster assistant
Applied. Second:
Proposed changeApprovedRule: spread Sunday shifts evenly
- Preference: the fill balances them as far as it can
- imRoster assistant
All set. Shall I fill December?
Proposed changeApprovedFill: 1–31 December 2026
- 10 staff · Opening and Closing shifts
- imRoster assistant
The December rota is ready.
- No gaps
- No rule had to be relaxed
It's in the calendar now. I can also send it as a PDF or an Excel file.
An illustrative conversation: names and numbers are examples, and replies are shortened. The rules and steps are the ones the imRoster assistant actually follows.
The result
The roster in the imRoster calendar
| Staff | Mon | Tue | Wed | Thu | Fri | Sat | Sun |
|---|---|---|---|---|---|---|---|
| Alex | O | O | – | – | C | C | O |
| Beth | C | C | – | – | O | C | C |
| Chris | – | O | O | – | O | O | O |
| Dana | – | C | C | – | C | C | C |
| Ethan | O | – | O | O | O | – | – |
| Fiona | C | – | C | C | C | – | – |
| George | O | – | – | O | O | O | – |
| Hannah | C | C | – | C | – | O | – |
| Isaac | – | O | O | O | – | O | – |
| Jess | – | – | C | C | C | C | – |
- OOpening 10–18
- CClosing 14–22
- –Off
Behind the chat
What the manager said, and what imRoster did with it
| The manager said | What imRoster does |
|---|---|
| “Nobody goes over 40 hours a week” | Every member of staff gets a 40-hour cap per Monday–Sunday week, counted with breaks taken off. As a hard rule it's a strict limit. |
| “At least 2 people at opening and at closing every day” | The Opening and Closing shifts get at least 2 and at most 4 people every day. If the shifts don't exist yet, the assistant first asks for their hours and the maximum. |
| “Sundays off should rotate” | A fixed order of turns between people isn't a rule type, and the assistant says so. Instead it writes “at least 1 Sunday off in every 14 days”, which as a hard rule is applied strictly. |
| “…fairly” | A preference rule balances Sunday shifts. The fill applies it after the other rules, as far as it can; exactly equal counts per person aren't guaranteed. |
FAQ
Questions about this example
Can the AI rotate Sundays off in a fixed order?
No. A fixed order (Alex this week, Beth next week) isn't something it can set up, and the assistant tells you so. If you need a firm outcome, a rule like “at least 1 Sunday off in every 14 days” can be made hard. Spreading Sunday work evenly is added as a preference and applied as far as possible.
How is the weekly hours cap counted?
Per Monday–Sunday week, with breaks taken off. Part-weeks at the start or end of a period get the full cap too.
What if my shifts aren't set up yet?
The assistant sets them up first. It asks for the hours and the minimum and maximum headcount per shift, then moves on to the rules.
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