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Enter Manually an Employee's Availability

How to Add an Employee's Availability

Mark Borham avatar
Written by Mark Borham
Updated over a month ago

By default in Agendrix, employees are considered always available to work.

Creating unavailability periods and preferences (optional) specific to each employee is the best way to see who wants to work and at what time. Here are the steps to fill in the availability lists.


How to modify an employee's availability

  1. Click on the “HR” tab

  2. Click on the name of the employee you want

  3. Go to the “Availability” subsection

  4. Select the desired period

  5. Add unavailable dates to the calendar by clicking on the (+) next to the relevant dates

  6. Add a recurrence, an end date, or preferences (optional)

  7. Add notes as needed (optional)

  8. Save everything

Warning: Creating a new availability without an end date will overwrite all availabilities for the dates that follow. If you want to create multiple availabilities, do so in chronological order by creating the most immediate one first, then the next, and so on until the most distant.


2) Determine the recurrence frequency (optional)

  1. Under Availability, you can determine the recurrence frequency (i.e., whether it repeats weekly, every two weeks, never, etc.).

  2. You can also determine the minimum and maximum number of hours to be assigned to the employee each week.

Note: It is possible to add an end date to these availabilities.


3) View availability in the schedule

Availability

In the schedule, different colored lines help you quickly see when your employees are available each day.

  • Red line: Not available

  • No line: Available.

  • Green line: Preference.

You will see the employees' preferred hours below the schedule grid. See this article for more details!

Note: You can switch to the day view or the shift creation window to see the exact hours of availability.



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