Overview: Administrators can add, edit, or delete employee availability from the Buddy Punch website or mobile app, making it easy to track preferred or unavailable work hours and reference them when creating schedules.
Web Instructions:
App Instructions:
Add Availability (Web)
Once Availability has been enabled from the website, Administrators can add preferred or unavailable work hours to employees.
1. To add Availability from the website, start by navigating to the Schedule --> Availability page:
2. Once on the Availability page, click an open spot on the calendar where you'd like to add Availability:
3. Doing so will populate an availability creation box where you can specify the availability:
Date
Type (Unavailable or Preferred)
Range (All Day or From/To a specific time)
Repeat Duration
Location, Department or Position (If available)
And add a note if needed. Save once done:
4. After saving, you'll be taken back to the Availability page, where you can see the newly added preferred or unavailable work hours:
Edit or Delete Availability (Web)
1. To edit or delete availability, head to the Availability page and click the entry you want to edit or delete:
2. The availability creation box will open, where you can either make adjustments to the availability and Save or Delete the availability:
View Availability When Creating Schedules (Web)
1. If you head to the Schedule page, you'll be able to see the availability as a light grey box, intended to give you availability preferences at a glance:
2. If you create a shift on a day where availability has been added, you will be able to reference their preferred or unavailable work hours to ensure the schedule aligns with employee preferences:
Important! Want to get notified if a schedule is attempted to be published that overlaps with an employee's unavailable time? More information here.
How to Add Availability (App)
Once Availability has been enabled from the website, Administrators can add preferred or unavailable work hours to employees from the Buddy Punch mobile app.
1. After logging into the app, click Availability in the bottom navigation. (Left image below)
2. On the Availability page, click the + button in the top right-hand corner. (Middle image below)
3. This will take you to the Add Availability page, where you will want to start by clicking the Choose Employee dropdown and making a selection. (Right image below)
4. After choosing an employee name, you can then specify the Availability:
Date
Type (Unavailable or Preferred)
Range (All Day or From/To a specific time)
Location, Department or Position (If available)
And add a note if needed. Save once done. (Left image below)
5. After saving, you'll be taken back to the Availability page, where you can see the newly added availability. (Middle image below)
6. If a note was entered, it will be indicated by an ( i ) icon. Click it to expand the note. (Right image below)
Edit or Delete Availability (App)
1. To edit or delete Availability, start by clicking Availability in the bottom navigation. (Left image below)
2. Once on the Availability page, click the arrow to the right of the employee whose availability you'd like to edit or delete. (Right image below)
3. If editing, make any changes as needed and Save once done. (Left image below)
4. If deleting, click the Delete button. (Right image below)
View Availability When Creating Schedules (App)
When creating or editing a shift, you'll find the employee's availability preferences directly below the Break option. (Left image below)
Along with any notes associated with the unavailable or preferred working hours. (Right image below)
