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Overview: The Availability feature allows Administrators, Managers, and Employees to set preferred or unavailable work hours for a specific day, week, month, or year. 

Instructions:

Enable Availability

Set Employee Availability Permissions

Set Manager Availability Permissions

1. To enable Availability, start by navigating to the Settings --> Scheduling page:

2. If it's not already enabled, check the box next to Enable Scheduling and Save once done:

3. With Scheduling enabled, scroll down and check the box next to Enable Availability and Save:

4. If you want employees to enter their own availability, then proceed to the next section.
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If you want Managers to add availability for their assigned workers, click here instead.

1. Once Availability has been enabled, you can specify which employees can access their availability from the Settings --> Scheduling page by checking the box next to Allow Employees to access their own availability, and then clicking Save:

2. You can then update employee availability permissions to:

—in bulk by selecting the radio button at the top of a column header or the radio button on a per-employee basis:

3. After you've made the proper selections, click Save:

4. If you want Managers to add availability for their assigned workers, then proceed to the next section.

1. Once Availability has been enabled, you can specify which Managers can enter or view availability for assigned employees.

To set manager permissions, start by clicking Employees in the top navigation:

2. Then, click View next to the name of a manager. You can reference the Manager column to see who is a manager quickly:

3. Once in the manager's profile, click Employees assigned from the left-hand menu, then within that section, click Edit Assignment:

4. You can then update Manager Availability Permissions to:

—in bulk by clicking Select All at the top of a column header or by clicking the individual buttons on a per-employee basis:

5. After making the proper selections, click Save when done:

6. You'll be taken back to the manager's profile, where you'll see their updated Availability Permissions:

Q: Why don't I see Scheduling in the Settings menu?

A: Scheduling is required to access the Availability feature. More information about what's included in the Scheduling Add-On here.

Q: Can management get notified if schedules are created that overlap with an employee's unavailable time?

A: Yes, Administrators and Managers can get notified if a shift that was created overlaps unavailable work hours. More information here.