By default in Rotas and Workforce Management, an employee is always available.
You can change that by adding unavailable and preference periods to each employee to add extra information when creating the schedule.
A) Access an employee's availability
From the employee's profile, go under the Availability tab
Chose the desired week
Add the non-availability / preferences
B) Enter the availability
Beware: Creating a set of availability without an end date will override all existing availability. If you want to add different availability for different moments, it's recommended to not use recurrences or creating the availability in chronological order.
Click on + button under the pertinent date
Indicate if the addition is an unavailability or a preference
Indicate if it's all day or not
Add other days if the same pattern is reusable
Apply
C) Determine the frequency of recurrence
Though this is optional you can add a repeating aspect to the availability.
Before saving (or after saving) you can determine if the week template can repeat and it's possible to add an end date.
Finally, you can also add desired hours to the mix. If you do so, find more information on how these are useful in this article!
D) See the availability in the schedule
In the schedule you will now see lines of colour to visualise the unavailability and the preferences.
Here's the breakdown:
Red line: Unavailable
Green line: Prefers to work
Nothing: Available




