--- title: "Availability Tab" slug: "availability-tab-screen" description: "Availability tab on employee records — view and manage recurring and temporary availability cards with Active badges." status: "update" updated: 2026-10-27T18:34:34Z published: 2026-10-28T08:30:09Z canonical: "docs.restaurant365.com/availability-tab-screen" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Availability Tab 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 - [Edit recurring availability with immediate effect](/doc/docs/edit-recurring-availability-immediate-change) - [Schedule a future recurring availability change](/doc/docs/add-future-recurring-availability) - [Add a temporary availability override](/doc/docs/add-temporary-availability) - [Delete future or temporary availability settings](/doc/docs/delete-future-or-temporary-availability) > [!NOTE] > 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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Menu**** 1. Select **Workforce** from the left navigation rail. 2. Expand the **Employees** category. 3. Select **Employees**. 4. Select the row for the desired employee. 5. Select the **Availability** tab. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1C53JW3D.png?sv=2026-02-06&spr=https&st=2026-11-04T23%3A31%3A24Z&se=2026-11-05T00%3A31%3A24Z&sr=c&sp=r&sig=YAj1FOw9ltyzy%2BVlj%2BZeni%2BjUH85CvZygsGaxKUupjA%3D) ****Search**** Navigate to employee records with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **employee’s** **name** or **email address** in the global search bar. 2. Select the employee from the results list. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-04T23%3A31%3A24Z&se=2026-11-05T00%3A31%3A24Z&sr=c&sp=r&sig=YAj1FOw9ltyzy%2BVlj%2BZeni%2BjUH85CvZygsGaxKUupjA%3D) --- ## 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. > [!WARNING] > **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 ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VTAVU69E.png?sv=2026-02-06&spr=https&st=2026-11-04T23%3A31%3A24Z&se=2026-11-05T00%3A31%3A24Z&sr=c&sp=r&sig=YAj1FOw9ltyzy%2BVlj%2BZeni%2BjUH85CvZygsGaxKUupjA%3D) | | 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4V33CTJV.png?sv=2026-02-06&spr=https&st=2026-11-04T23%3A31%3A24Z&se=2026-11-05T00%3A31%3A24Z&sr=c&sp=r&sig=YAj1FOw9ltyzy%2BVlj%2BZeni%2BjUH85CvZygsGaxKUupjA%3D) | | **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 ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MDXJ9CZC.png?sv=2026-02-06&spr=https&st=2026-11-04T23%3A31%3A24Z&se=2026-11-05T00%3A31%3A24Z&sr=c&sp=r&sig=YAj1FOw9ltyzy%2BVlj%2BZeni%2BjUH85CvZygsGaxKUupjA%3D) | | 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: - Unavailable - All day - Custom hours | | **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. > [!WARNING] > Important Note Overlapping and Adjacent Time Slots > > - If two time slots on the same day **overlap**, a **Time overlaps.** error appears when the record is saved. Remove or adjust the conflicting segment before saving. > - **Adjacent** time slots that share a boundary are **merged** automatically on save. For example, a segment ending at 12:00pm and a segment starting at 12:00pm on the same day are saved as a single continuous segment. | | **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. | > [!NOTE] > **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.