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How to Edit an Employee's Availability for Shift-Based Positions

How to Edit an Employee's Availability for Shift-Based Positions

  1. In the left-side toolbar, select Staff.

  2. Under the Employee section, select the employee whose availability you want to edit.

  3. At the top of the page, select the Availability tab.

  4. Click on the Position you want to edit availability for.

  5. At the top of the page, choose the day of the week you want to enter availability for.

There are three ways to edit or enter an employee’s availability. Availability must be entered separately for each day.

  • Edit an individual shift:
    Click on a shift for the position. In the pop-up box, select Available, Unavailable, or No Preference.

  • Edit a range of shifts:
    Under the days of the week, click and drag across the timeline to highlight the shifts within a specific time range. A pop-up box will appear where you can mark the highlighted shifts as Available, Unavailable, or No Preference.
    Note: Clicking and dragging a time range in the My Availability section does not automatically mark the employee as available. You must choose an option in the pop-up box. You can click and drag multiple time blocks on a single day to edit availability.

  • Set availability for all shifts on a day:
    On the right side of the page under Set Day’s Availability, click Available, Unavailable, or No Preference.

Shifts marked red indicate the employee is unavailable. Shifts marked green indicate the employee is available to work.

  1. Select the next day of the week at the top of the page and repeat the steps above. Availability must be entered for each individual day.

  2. Click Submit to Manager in the bottom-right corner to send the availability for scheduling.

Notes:

  • Availability must be entered and saved for each individual day. Availability saved for one day will not apply to other days.

  • The click and drag tool does not automatically mark availability—you must select an option in the pop-up box.

  • You can click and drag multiple time blocks on the same day to mark availability.

  • Marking a shift as Available or leaving it as No Preference means the employee may still be scheduled if additional coverage is needed.