Your team can add the time they're unavailable through the app so you know when they're available to be rostered.
In this article, we'll cover:
Add unavailability through Scheduler
Through the Scheduler you can also add in the days or part-days they are unavailable.
To add unavailability for a staff member, click on the three-dot menu next to the blue Add Shift button, which will give you a sub-menu to select the "Manage Unavailability" option.
Clicking on this lets you select the staff member you're adding the unavailability for.
Any existing days will be highlighted in dark blue, hovering over will show the times or full day.
New days or times will be highlighted in light blue. If you mistakenly select a day you can re-click on it to unselect that date.
Selecting multiple days
To make a staff member for multiple days at once please click on all of the days before clicking on the Save button.
Moving between dates
You can move through the calendar using the arrows beside the month and year heading.
Removing unsaved selected days
Before saving the dates it is possible to remove all of the unsaved dates at once by clicking on the "Click here to remove newly selected days" link.
Partial day unavailability
Selecting part days where someone is unavailable, toggle off the "All day" option and you can select the start and end time of the unavailablity.
This same time can be applied to multiple days.
Confirming successfully added time
Once added successfully the system will confirm.
List view of unavailable dates
Toggle on the list view to see a list of existing unavailable days. From this screen, existing unavailability can be removed by clicking on the bin icon.
Declining multiple, existing unavailability
This can be done via the add unavailability screens and selecting the List view option.
For the selected staff member their existing unavailable dates will be listed. Clicking on the bin icon.
Declining existing unavailability from Scheduler - one off
If the days have been added in error or plans change, in the schedule you can click on the unavailable item to decline it.
This will then bring up the details and allow you to Decline the time.
The system will then ask for a reason to provide to the staff member.
Once the unavailability has been added the system will confirm.
You can control the unavailability feature in your account settings. The "Unavailability notice period" is the number of days from the current day where staff members cannot mark themselves as unavailable (through the app).
Troubleshooting - unavailability not showing
If you don't see the option to add unavailability this is because your account setting doesn't have the feature enabled. First, edit your account settings to enable unavailability. Enabling the feature will then allow you to add the hold-out timeframe where the team aren't able to add their unavailability.
Adding multiple times of unavailability on the same day
It is possible to add multiple unavailable time slots in the day by repeating the process via the Scheduler interface. At this time it isn't possible to add multiple unavailable timeslots via the app.