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How to generate a shift-based availability summary

Generate a report showing how many employees indicated they are available for each of your active shift templates.

How to generate a shift based availability summary_1

  1. In the left-side toolbar, select the SCHEDULE > AVAILABILITY SETTINGS > SHIFT BASED AVAILABILITY SUMMARY. 
  2. At the top of the page, select a POSITION from the drop-down menu. 
  3. In the shift name row, hover over the numbers under any day, a pop-up box will appear displaying the number of required employees you need and which employees indicated AVAILABLE, NOT AVAILABLE, or NO PREFERENCE. 

Notes:

  • This report is for shift-based positions only. To see an hourly-based position report, click here.  
  • Shift templates must be created prior to using this tool. Click here to learn how to create shift templates for shift-based positions. 
  • All active shift templates for a position will be listed and the number of available staff will be listed in green, unavailable in red, and no preference in gray for each day.