Create employee availability/unavailability

Overview

The Availability section of the Scheduling Module allows you to review employee Availability as well as create and remove. Admin users can easily create and update each employee’s availability for any date and time using the instructions below.

Creating Employee Availability/Unavailability

  1. Log in to the Admin Portal

  2. Click on Availability under Time Menu item

  3. Click on any desired date you would like to create availability for on the calendar

  4. A popup will appear with the following options

  5. Fill all required fields

    1. Start Date → Prepopulated to the selected date

    2. I'M UNAVAILABLE TO WORK → Choose this option to mark employee unavailable to work for this selected date

    3. I PREFER TO WORK → Choose this option to mark employee available to work for this selected date

    4. Assign To → Select the employee you would like to assign this availability/unavailability

    5. All Day → Enable this option to indicate the availability/unavailability extends to all hours of the day

      1. If All Day is not enabled, Start Time & End Time of employee availability/unavailability will be required

    6. Repeats → This option enables the frequency and end date options where you can set availability/unavailability for multiple dates

      1. Frequency of repeat → Select how often this choice repeats from daily, weekly or biweekly

      2. End Date → Set the end date when this availability/unavailability will end

    7. Note → this is an optional field where you can add notes for the employee’s availability/unavailability

    8. Pressing Save Changes will create availability/unavailability for the selected date(s).

    9. The Calendar will be updated with the latest availability/unavailability