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Setting employee availability on the Roster

Bill Arconati avatar
Written by Bill Arconati
Updated over a week ago

SortScape also allows you to maintain an employee roster so you know who is available to be added to the schedule on any given day. To show up on the roster, an employee needs to:

  • Be added to the system as an employee.

  • Have the"goes on jobs" checkbox ticked on their employee profile.

Mark an employee unavailable

SortScape assumes employees are available to be scheduled every weekday. However, employees sometimes go on holidays, call in sick or work only part time.

Unavailable employee example

Let's say Eric is planning a 3-day weekend and has asked for Monday off. In this case you’ll want to mark him on "annual leave" for Monday so you don't accidentally schedule him for a job run.

To mark Eric as being on annual leave:

  1. Go to the “Roster” tab at the top of the screen. You’ll see a weekly view of the roster.

  2. Find Eric in the list.

  3. Go to the column for Monday and choose the "annual leave" option from the dropdown.

    make_employee_unavailable_on_roster
  4. This will automatically make him unavailable on that day so he doesn’t get scheduled for a job run.

    employee_roster_make_available
  5. To make Eric available again click the “x” in the “annual leave x” lozenge.

    employee_roster_available



Repeating Unavailability

Sometimes your staff are not available to work every day of the week. For example, you might have employee students or other part-time staff who don't work full time. In those cases, you can set weekly repeating unavailability for those employees.

If Eric in the example above is not able to work on Fridays, you can go to the roster and:

  1. Find Eric in the list

  2. Go to the column for Friday and choose the "Unavailable" option from the dropdown. ("Unavailable" is the only option that can repeat)

  3. When you select "unavailable" you should see a pop-up asking whether to:

    1. Apply to this Friday only or

    2. Apply to this and every future Friday

  4. If you choose "This and every future Friday" then Eric will be set to unavailable to every Friday going forward.

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