HS: How to Submit Availability Changes for an Employee

Overview

Employees can have multiple availabilities that will go into effect according to their active date. For example, if an employee has to attend school for the fall semester, they can set up an availability set for that time frame and another for when the spring semester starts. 

Managers are able to submit these availability changes on behalf of the employee on the staff list. When editing an availability set, users can select an entire day or just a time range. To go off of the example above, if the user has class from 2:00 pm to 5:00 pm on a Monday, the manager can set up their availability to reflect this. This will appear on the schedule for all managers as well.

Updating Availability for an Employee

• Navigate to the Staff tab
• Select Staff List

Fig.1 - Navigate to Staff List

• Locate the employee on the Staff List and select their name

Fig.2 - Select Employee

• Select AVAILABILITY/THRESHOLDS

Fig.3 - AVAILABILITY/THRESHOLDS

• Select the Add icon

Fig.4 - Add icon

• Select the Effective date for when the new availability will start. To create a new availability set that will go into effect immediately, select today's date
• Type in the Reason for Change field

Fig.5 - Configuration options

• Edit the days impacted for the new availability set. Selecting the weekday will mark the entire day as unavailable or select and drag over a specific time range to show when you are unavailable

Fig.6 - Configuration options

• Enter the Min and Max values for the days and hours allowed for the Employee Schedule Thresholds

Fig.7 - Configuration options

• Select SAVE

Fig.8 - SAVE

Some options like Employee Schedule Thresholds may not be present for some users. Please reach out to your Administrator for assistance making additional updates if needed. 

• To remove the pending request, select the X in the calendar icon above the prompt

Fig.9 - Remove request

There can be up to 4 different availability sets on the account. Once an availability set becomes active, you will not be able to deactivate it. An availability set will become inactive once the next active date begins.

Fig.10 - Active availability sets