ASSOCIATES AVAILABILITY TAB  


The associates availability tab provides you with the ability to set up standard availability (days and times associate agrees to work).  You also have the option to manage override their availability and also manage their overrides.  The associate availability works in conjunction with availability on associate’s home page calendar.

To add an associates availability, click on "Add Availability".

ADD AVAILABILITY  (Top)

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Add Associate Availability.

Choose the time frames for their availability.  If the associate can work 2 different shifts during the day, you can set those up as well. Click "Add" when you are finished.

The associates availability will now show up in the schedule.  

EDIT AVAILABILITY  (Top)

"Left click on the calendar icon to add/edit Availability times".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Associate Availability.

DELETE AVAILABILITY  (Top)

Edit the times and "Save" OR "Delete" the availability altogether.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Associate Availability.

ADD STANDARD DAYS  (Top)

Adding Standard Days is slightly easier than "Add Availability" as you only have to choose the start and end time once.  Choose "Add Standard Days".

Enter your "Start" and "End" times.  Select the days and click "Add" when you have finished.

OVERRIDE AVAILABILITY  (Top)

To override the associate availability, click the "Override Availability" link.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Associate Override Availability, Edit Associate Override Availability and Add Associate Override Availability.

Choose to either change an available time to unavailable by clicking the "Unavailable" box OR change an unavailable time to available by clicking the "Available" box.  You also have the option to make these changes for every other week by checking the "Bi-Weekly" box.  Make the necessary changes.  Click "Save" when finished.

MANAGE OVERRIDES  (Top)

To manage any overrides that have been entered, click on the "Manage Overrides" link.

Delete the override by clicking on the "Trash Can". Click on "Close" when finished.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Associate Override Availability.

SHOW FULL DAY  (Top)

You can view the associates availability either in 8-5 view or click on the "Show Full Day" button to view from 12am - 1159 pm.  

SHOW 8-5  (Top)

To return to 8am - 5 pm view, click on the "Show 8-5" button.

You can also drag and drop availability from one day or time to another by clicking and holding the mouse while moving availability to desired location.