Availability type management
You can manage the types of availability or unavailability for employees, enabling you to customise the types to match your company's needs.
Click Settings, then click HR.
Click Employee, then click Availability Types.
The current availability types are shown in this screen.
To add, click the plus
button.
To view, click the arrow
button.
To delete, click the bin
button.
Availability record
When creating or editing an availability record, the following fields are available to you. Populating certain fields opens related options to add further information.
To save the record, click the disk button.
Description | Name of the availability type. |
Type | On the list, select Available. |
Working Pattern Type | Set the availability to a working pattern type. |
Generate Visits | Allow visits to generate based on the Service Type and Service Requirement. |
Service Type | The service type used when generating visits. |
Service Requirement Type | The service requirement used when generating visits. |
Colour | The colour code the availability shows in the planning screen. |
Unavailability record
When creating or editing an unavailability record, the following fields are available to you. Populating certain fields opens related options to add further information.
To save the record, click the disk button.
Description | Name of the unavailability. |
Type | On the list, select Unavailable. |
Holiday Type | Select if this is a holiday unavailability type. |
Bradford Factor Type | Include this unavailability type in Bradford Factor reports. |
Inactive | Do not use. |
Continuous | Select to use the Start Time and End Time of the unavailability record, not just the dates. |
Disable Concurrent Unavailability | Stops any current unavailability when starting this type. |
Auto Book Off | Automatically book off any ongoing visits when recording the unavailability. |
Override Hours | Enables the ability to override hours for this unavailability type. |
Override Days | Enables the ability to override days for this unavailability type. |
Colour | The colour code the unavailability shows in the planning screen. |
Auto Book Off - Create Partial Visit | If booked onto a visit, it automatically books off the visit and creates a partial visit. |
Cancellation Type | The cancellation type is added to cancelled visits when you use this unavailability type. |
Service Type | The service type visits change to when you record the unavailability. |
Service Requirement Type | The service requirement visits change to when you record the unavailability. |
Copy | Creates a copy visit when you cancel a visit using this unavailability type. |
Cancellation Type | The cancellation type is used when a copy visit is generated using this unavailability type. |
Service Type | The service type that the copy visit generates from. |
Service Requirement Type | The service requirement that the copy visit generates from. |