This feature is only available to users with rostering enabled
Payroll admins and managers with the 'manage employee rosters' permission can manage the unavailability on behalf of employees. Management of this is available via the roster or WorkZone.
N.B. If an employee is taking extended time off, this is more efficiently managed using a 'leave without pay' request as opposed to an unavailability. More information about applying leave without pay can be found here.
A manager, with 'Manage employee rosters' permission (via their access permissions on the 'Manage users' page, can:
- edit an employee’s existing unavailability record. If a record is edited, the employee should receive a notification advising as such;
- delete an existing employee unavailability record. If a record is deleted, the employee should receive a notification advising as such, including the details of the unavailability that was deleted;
add unavailability on behalf of the employee. When adding unavailability, the details needed include:
- Frequency: select whether on an ongoing basis or not. If yes, select the specific day of the week and enter an end date (if there is one). If not, select the specific date.
- Duration: is it all day or from a specific start/finish time?
- Reason: enter any relevant notes (this is not a mandatory field to complete).
Managing employee unavailability via the roster
To manage an employee's unavailability, first navigate to the 'Rostering' screen under the 'Payroll settings' tab.
Adding an unavailability
- From the rostering screen, click on the Employee option at the top of the roster screen to reveal the list of employees
- Click on the required employee from the list
- From the employee context panel, click the 'Availability' tab -> ADD to enter an unavailability
You have the following options:
- Day: if you select 'ongoing' unavailability, you'll be asked to choose the day this unavailability occurs on
- Time: if the unavailability is for a specific time of the day, you'll need to set a start and end time
- Frequency: set the frequency to be a one off or ongoing (recurring) unavailability
- Duration: set the unavailability to be all day or for a specific period in the day
- Date: the date the unavailability will start
- End: the date the unavailability will end (optional)
- Reason: the reason for the unavailability
You will now see the employee's current unavailability under the 'Unavailability' section
Editing/Deleting an unavailability
You can edit or delete an existing unavailability from both the unavailability tab after clicking on the employee's name within the roster......
OR by clicking into the actual unavailability 'shift':
Once you have the unavailability details, you can either edit the necessary changes (and click the 'save' button or click the 'delete this unavailability' option if you wish to delete it.
Managing employee unavailability via WorkZone
Ensure that you are logged into WorkZone as a manager with the correct permissions, and if you have access to multiple businesses, select the correct business from the left side dash. Once in, click the 'roster' icon in order to perform the following tasks;
Adding an unavailability
- Click the + icon to the right of the 'roster' heading.
- Select the 'add unavailability' option at the bottom of the page:
- You'll then need to enter the following:
- Employee - selected from the drop down menu
- Whether or not the unavailability will be on an ongoing basis or not. If it will be ongoing, there are additional fields that you need to select. These are the 'day', 'start date' and 'end date'.
- Date - the date the unavailability will start
- Whether or not the unavailability will be all day or not. If the unavailability is not an all day event, you will then be prompted to enter the 'from time' and 'to time'.
- Reason for the unavailability (optional)
- Click the 'submit' button.
Editing an unavailability
In order to edit an unavailability within WorkZone, you will need to scroll through the roster dates until you get to the date that the unavailability is set for. Once you find it, click the employees name and you'll see the originals details.
You can then make any adjustments required and click the 'Save' button.
Deleting an unavailability
In order to delete an unavailability, the process is similar to editing one, in that you need to find the unavailability in question by scrolling through the roster dates to the correct one and select it by tapping on the employees name. However once that is done, you simply need to select the 'delete unavailability' option:
You'll be prompted to confirm this action before it the unavailability will be deleted.
When an employee unavailability is changed by a manager, employees will receive a notification letting them know via email and/or WorkZone (if they have it installed).
Managers can also receive an email notification when an employee unavailability changes by going to 'Account' -> 'Manage Notifications' and selecting 'Email me when an employee that I supervise is unavailable to work'
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