When setting up employee profiles, you can add your employee’s availability for scheduling. This is useful when creating schedules because, if enabled, an alert will inform you that the employee is unavailable during the attempted scheduled visit time or date.
- 1. First, go to the Employee module and select any field in the row of the Employee you wish to edit.
- 2. Then, select the Availability tab in the Employee profile and select Set Working Hours to begin creating availability for your employee.
- 3. Set the employee’s working hours by selecting the days, hours, and the type of availability you’re adding. The availability options are Available, Flexible, and Not Available. Note: Setting Not Available will not trigger a schedule alert. Block Time will trigger the alert in Scheduling (if alerts are enabled).
- Once you’ve added the desired availability, select Finish Setup.
- To set up time where an employee cannot be scheduled for visits, which will trigger a schedule alert (if enabled), select Block Time.
- Select the date and whether the blocked time availability is all day or only during specific hours. Then, select the Type. Select Block to add the blocked time to the employee’s availability.
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