This article is part of the Employee Training for R365 Scheduling and the R365 Red App. Click here for more information about R365 Scheduling Employee Training.
Should an employee's availability change, they can edit their weekly availability from the My requests screen in the R365 App. The availability changes will then be submitted for manager approval. Once approved, their schedule will be changed, and the employee will no longer be considered for shifts outside their availability.
How to Change Availability
To change weekly availability follow these steps:
Click steps to expand for additional information and images.
1) Navigate to My requests from the bottom tab bar More menu
2) Tap the Create button to create a new request.
3) Tap Availability to create a new availability change request.
4) By default, users will be available all day each day, but this can be edited as needed.
5) Select days of availability by tapping the a day from the top of the screen.
Days highlighted with a blue circle are days that the employee has availability. When the day is not highlighted, the entire day is made unavailable.
6) Select the time of availability for each date.
To set a time for specific date, tap the All-day button beside the day of the week to unselect the ‘All-day’ option.
Tapping this button will open the time selector.
7) Review the summary of the availability changes. This section updates as edits are made.
8) Tap Send Request to send the availability changes for manager approval.
9) Users will receive a notification that the request has been submitted.
The employee's availability will not change officially until it has received an approval.
Availability Request Status
Users can track all their scheduling requests in the Outgoing tab of the My requests screen.
Request Details Screen
Tapping availability request will open the Request details screen. This screen shows the details about the availability as well as the request status.
Users can also tap Cancel request to cancel the request.
Manager Approval
Once a manager approves the availability change, the employee availability will be updated in the R365 App, and the unavailable times will be listed on the manager view of the calendar.
If the availability change is denied, the availability will not be updated.
Employees submit availability requests from the My Availability page of the R365 App. Two request types are available based on duration: recurring and temporary. All requests require manager approval before taking effect.
Recurring Availability
Recurring availability sets an employee's weekly schedule starting on a selected date, with no end date. Once approved, it remains in effect until a new availability request is approved. Learn more about updating recurring availability.
Temporary Availability
Temporary availability sets an employee's weekly schedule for a defined date range. Both a start date and an end date are required. At the end of the date range, the previous recurring availability resumes automatically. Learn more about adding temporary availability.