1. Scheduling+
  2. Employee Management
  3. Employee Management General

Create a New Availability Template

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To schedule your employees, it's important to have their availability schedules set in the system. An availability template helps you keep track of when your employees are free to work, making it easier to manage their schedules.

Creating a New Availability Template

You can create a new availability template, customize it, and assign the template to employees.

To create a new availability template:

  1. If you have access to more than one store, select the store from the menu bar.
    01_select_store.png
  2. From the menu bar, select the Settings splus_gear_settings_icon.png icon. The system displays the Settings menu.
  3. Select Availability. The Availabilities page displays.
    scheduling_availability.png
  4. Select Create Availability. The Availability popup displays.
    scheduling_create_availability.png
  5. In the Name field, enter a name for the new template. This is a mandatory field.
    scheduling_new_availablity.png
  6. In the Notes field, enter any notes you want to use for reference.
  7. Switch on the Is Default? toggle if you want to make this the default availability template for newly added employees.
  8. Select Save. The application creates the new template and displays additional configuration options.
  9. Select the Schedules tab.
    scheduling_select_schedules.png
  10. If you want to create a predefined weekly schedule, select Add Weekly Schedules. This uses the store opening and closing times configured in the Store Settings page. Modify the schedule as required. Skip this step if you do not want to automatically add weekly schedules. 
    scheduling_add_weekly_schedules.png
  11. From the Day drop-down, select the day of the week.
    scheduling_day_from_to.png
  12. In the From and To fields, enter the start and end of the availability schedule.
  13. Select the Add scheduling_add_button.png icon to add additional days of the week.
  14. Select the Remove scheduling_remove_button.png icon to remove a day from the template.
  15. Select the Apply Employees tab.
    scheduling_apply_employees.png
  16. Select the checkbox next to the employee name(s) to apply the availability to their profile(s).
    scheduling_select_apply_employee_checkbox.png
  17. Select Apply to save your changes to employee availability.
    scheduling_apply.png

This completes adding a new availability template to Scheduling+ and applying it to your employee(s).

Alternatively, you can add availability to an employee from the Employee Settings page. See Add/Edit Employee Availability for more information.

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