Step 1: Access Staff Page
Open your staff management tool.
Click "Staff."
Step 2: Select the Staff Member
Pick the staff member from the search sidebar.
Go to their "Availability Tracker" tab.
Step 3: Add New Time-Off
Right-click in the grey band in the "Availability Tracker" section.
Choose "Add New."
Step 4: Fill Out Details
Complete form, including dates and times the staff are available.
Any staff marked as 'Unavailable' will trigger warnings when attempting to assign them during their leave period.
Managers may also be able to use the 'Find Available' filters on the Planner and Job Board menu to show staff that have not been booked and have no leave requested for a specific date & time.
NOTE: Customers can enable an enhancement that will alter these filters to only show staff that have no leave and have also been set as 'Available' for a specific date & time. Please contact us for more info.