How to Set Up Availability Reasons

Availability reasons allow you to control the type of Availability Employees submit. An Employee will have to provide a reason if they indicate that they are not available. 

These reasons will be the same for Recurring or Temporary Availability submissions. By default, your newly created account will be pre-populated with two availability reasons: School and Other job.

Prerequisites

⚠️ Only Admins can manage availability reasons as these will apply to all Locations across the account.


To edit or add more availability reasons:

    1. Log in as an Admin.

    2. Head to Schedule > Availability.



       

    3. Select the Reasons tab and Below you can see your existing list of reasons. You can click on the 'pencil' icon to edit or the 'more' icon to delete them at any time.

       

    4. Click on the green + Add reason button to create a new reason.

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    5. Fill in the name or description of the reason in the Reason field. Here you can also choose if you'd like to enable the Comments Required setting for this new reason category. 

      If enabled, a comment will be required when an Employee selects this specific reason. For instance, you might want to create a reason titled 'Other (describe in comments)' and in this case, you'll want comments to be mandatory.

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    6. Be sure to hit Save when you're done.

       

      When an Employee is submitting Availability, they'll now be presented with a list of new reasons to choose from.

      Screen_Shot_2022-12-07_at_9.59.59_AM.png

      Once the Employee submits their availability, their Manager will be notified. 

RELATED ARTICLES:

Availability Approvals

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