In Beta
This feature is in beta. Contact your CSM to learn more.
The Availability tab on the Employee Form displays and manages an employee's effective-dated availability records. Managers can add, edit, and delete availability records directly from this tab.
From this tab users can:
View current and upcoming availability settings
Employee-submitted availability requests go through a separate approval workflow and are not managed from this tab.
Security
Users must have the following permission to delete future or temporary availability for an employee:
Labor → Employees → Schedule →
View Schedule Availability
Manage Schedule Availability
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Select Workforce from the left navigation rail.
Expand the Employees category.
Select Employees.
Select the row for the desired employee.
Select the Availability tab.
Search
Navigate to employee records with the R365 global search bar:
Enter all or part of the employee’s name or email address in the global search bar.
Select the employee from the results list.
Availability Tab
The Availability tab lists all availability records for the employee. Each record shows the availability type, effective date range, status, and a per-day availability grid.
Pending requests
An employee can submit an availability request. If the request has not yet been reviewed, a banner appears at the top of the Availability tab. Select the link in the banner to open the Manager Queue.
Availability record
Field/Button | Description | |
|---|---|---|
1 | Status | Indicates whether the availability is active. |
2 | Availability Type | Indicates whether the record is Recurring or Temporary. |
3 | Date range | The effective start and end dates of the record. Recurring records show only a start date. |
4 | Creator/Date Created | Indicates who created or last modified the record and when. |
5 | Daily Availability | Shows the employee's available hours for each day of the week. When there are multiple time slots of availability, they will be listed in order.
|
6 | Delete (trash icon) | Removes the record. Available only for Future Recurring and Temporary records. |
7 | Edit (pencil icon) | Opens the record in edit mode. The system locks the start date for Active records. |
8 | Comment | Any comments associated with the availability record. |
9 | Add Availability | Creates a new availability record section. |
Add/edit Availability
Field/Button | Description | |
|---|---|---|
1 | Start Date* | The date the availability record takes effect. Required. Locked for Active records. |
2 | End Date | The date the availability record ends. Required for Temporary records. Leave blank to create a Recurring record. |
3 | Daily Availability Toggle | Enables a day for availability. Toggling off indicates the employee is unavailable on that day of the week. |
4 | Availability Status | Indicates the availability set for the day. May be one of the following:
|
5 | Set hours | Opens a time picker to set specific start and end times for the day. Use when an employee is available for specific time slots. |
6 | Start and end time | Start and end time for custom hours. |
7 | Delete | Deletes the associated time slot. When the last time slot is deleted, the day will revery to All day. |
8 | Add time slot | Adds a second or third time segment for the day. Up to three time slots can be set per day.
|
9 | Comment | An optional note explaining the reason for the change. |
10 | Done | Saves the record and returns to the Availability tab. |
11 | Cancel | Discards changes and returns to the Availability tab. |
Shift conflicts
When saving an availability record, the system checks for scheduled shifts that conflict with the new availability. If conflicts exist, a dialog lists the affected shifts before the system saves the record.