Availability Tab

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Associate Menu
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Availability Tab
ROLE PRIVILEGES NEEDED: <udl-white>Add Associate Availability<udl-white> | <udl-white>Edit Associate Availability<udl-white> | <udl-white>Delete Associate Availability<udl-white> | <udl-white>View Associate Override Availability<udl-white> | <udl-white>Edit Associate Override Availability<udl-white> | <udl-white>Add Associate Override Availability<udl-white> | <udl-white>Delete Associate Override Availability<udl-white>

ADD AVAILABILITY | EDIT AVAILABILITYDELETE AVAILABILITY | ADD STANDARD DAYSOVERRIDE AVAILABILITY | MANAGE OVERRIDES | SHOW FULL DAY | SHOW 8-5 | QUIZ

The associates availability tab provides you with the ability to set up standard availability (days and times associate agrees to work).  You also have the option to manage override their availability and also manage their overrides.  The associate availability works in conjunction with availability on associate’s home page calendar.

ADD AVAILABILITY <returntomenu>menu ↑<returntomenu>

To add an associates availability, select <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Availability<udl-orange>.

Choose the time frames for their availability.  If the associate can work 2 different shifts during the day, you can set those up as well. Select <btnw>    Add    <btnw> when you are finished.

The associates availability will now show up in the schedule.  

EDIT AVAILABILITY <returntomenu>menu ↑<returntomenu>

"Left click on the calendar icon to add/edit Availability times".

DELETE AVAILABILITY  <returntomenu>menu ↑<returntomenu>

Edit the times and <btnw>    Save   <btnw> OR <btnw>   Delete   <btnw> the availability altogether.

ADD STANDARD DAYS  <returntomenu>menu ↑<returntomenu>

Adding Standard Days is slightly easier than "Add Availability" as you only have to choose the start and end time once.  Choose <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Standard Days<udl-orange>

Enter your "Start" and "End" times.  Select the days and select <btnw>    Add    <btnw> when you have finished.

OVERRIDE AVAILABILITY <returntomenu>menu ↑<returntomenu>

To override the associate availability, select the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Override Availability<udl-orange> link.

Choose to either change an available time to unavailable by selecting the " Unavailable" box OR change an unavailable time to available by selecting the " Available" box.  You also have the option to make these changes for every other week by selecting the "<icon-blankcheck>xxx<icon-blankcheck> Bi-Weekly" box.  Make the necessary changes.  Select <btnw>    Save   <btnw> when finished.

MANAGE OVERRIDES  <returntomenu>menu ↑<returntomenu>

To manage any overrides that have been entered, select the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Manage Overrides<udl-orange> link.

Delete the override by clicking on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon.  Select <btnw>   Close   <btnw> when finished.

SHOW FULL DAY <returntomenu>menu ↑<returntomenu>

You can view the associates availability either in 8-5 view or click on the <btnw>    Show Full Day    <btnw> button to view from 12am - 1159 pm.  

SHOW 8-5 <returntomenu>menu ↑<returntomenu>

To return to 8am - 5 pm view, click on the <btnw>    Show 8-5    <btnw> button.

You can also drag and drop availability from one day or time to another by clicking and holding the mouse while moving availability to desired location.

Interactive Tutorial