There are two ways Availability can be entered, through the Requests menu and through the Personnel menu.

▪Select the Schedules menu.

▪Select the Requests menu.

▪Select the Availability Requests option. This menu option is used to define Availability and/or submit requests to change Availability.

Once in the Availability Request screen, right click and select New Daily Request from the pop-up menu.

This screen allows the selection of a single day. If you change the From date, the To date will automatically change to the same date.

If you wish to select multiple days in a row, change the From date and then the To date.

Click in the Date window to open a calendar and select the date. Use the forward arrow to move to future months.

Click on the specific day you are setting your Availability to.

Under Availability, select the options you wish to be available for. More than one option can be selected.

Click Apply.

If your facility using blackout periods, the date range will be indicated with a black asterisk.

Add Availability For Multiple Specific Dates

 
When using Availability by Date you can select each individual day and apply a different type of Availability.

▪Click on the Actions icon and select Add.

▪In the Request Date row, click and select the date using the calendar.

▪Select your availability under the Availability section.

Repeat until you have added all the individual dates you wish to include.

▪Click Submit.

Add Availability for a Date Range

If the Availability is the same for multiple dates, you can select a date range and availability to apply to that range and apply it all at once.

Use the From / To dates to create a range of dates. The availability entered in the Availability section will apply to all dates in that range.

▪Click Apply.

You may also use the Action icon Add Multi Date option from the detail screen on the right.

This will direct you the Select Availability window.

In your request you may include individual dates and a date range.

▪Click Submit when completed.

Once the changes are made, the new Availability screen will appear on the employee's Active Schedule.

Availability in Personnel

Employees can view their Availability by Date, and edit their Availability through Personnel, Personal Information, Availability.

▪Click on the Calendar tab. The employee's current Availability displays in a calendar format.

▪Click on the day(s) you wish to submit for.

▪Click on the Plus icon.

Review your selection in the Confirm Availability window. Our dates to modify were April 1, and April 4 to April 8.

Select your new Availability and click Submit.

The new availability will be displayed.

The new availability of M A E now appears for the dates requested.

If Availability is not configured to require approval, the Availability changes made by the employee are immediate.

Otherwise, if approval is required, changes to employee Availability must be approved by a manager before they become effective.

If an employee wishes to add a Comment regarding their Availability to be visible in the Wizard for call-ins, they can do so in the Comments tab of the Availability screen in Personnel.

The comment will appear when the employee comes up in the Wizard for an unfilled shift. The comment is Read Only.

Options of the Availability by Date Screen

Employees can set up Default Availability through their Personnel screen.

▪Select the Personnel menu.

▪Select Availability.

Employee Default Settings

Defines an employee’s default shifts. These settings will be carried forward to the Daily Schedule and used during the Call-In process to determine an employee’s eligibility for unfilled shifts.

Select the Weekly tab and check off the shifts that you wish to make your default Availability.

By checking off OT Shifts, the employee is telling the Wizard that they are willing to work shifts over their normal amount of hours in a time frame. If OT Shift check box is used in the Wizard configuration, the system will validate that OT Shift is checked off in the employee's personnel profile.

If the employee checks off the Super Available option, and the Wizard is configured to use Super Availability, the employee will appear in the Wizard as available to be called in for a shift, regardless of what their Availability is set to in Personnel.

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▪Select the Schedule menu.

▪Select the Requests menu.

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▪Click the Actions icon and select New Weekly Requests

On the right side of the screen, the system will display a default week’s Availability template using the current date as the default date.

The system will default to Week 1.

To add / edit Availability, follow the steps shown below:

1.Select the week start date, which should match the employee's schedule week start date.

2.Tick the applicable Availability boxes for the days of the week and the shift types (M, A, E, N).

3.To add additional weeks, click the Actions icon and select Add. Then repeat step 2 for the new week.

4.Click Submit complete your request.

To view the current Weekly Availability, click on the Display Current Availability option.

You may make changes (add or remove) directly on the current availability and submit as the request.

To add additional weeks, click on the Actions icon and select Add.

You may add as many weeks as required.

In the example below weeks two and three have been added.

Use the Cancel option to clear the highlight week's check marks.

Personnel Screen

An employee's current Weekly Availability can be viewed through the Personnel screen, by selecting Personal Information - Availability and clicking on the Weekly tab.

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