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Adding or updating an employee's availability

How to add an employee's availability

By default, Rota & Time Clock assumes employees are available to work at all times. You can add periods of unavailability or work preferences to help you build rotas that match your employees' availability.


Add or update an employee's availability

  1. Go to HR > Employees

  2. Select the employee

  3. Select Availability from the sub menu

  4. Choose the period you want to edit

  5. Click '+' under to the relevant date(s)

  6. Enter the availability details:

    • Unavailability or prefers to work

    • Time range or all day

    • Apply preferences to other days or the whole week

  7. Click Create to save the details

  8. If needed, set:

    1. Recurrence

    2. End date

    3. Preferred number of working hours per week

    4. Notes

  9. Click Save

Important: If you create availability without an end date, it will replace all future availability from that point onwards. If you need to add multiple availability periods, create them in chronological order, starting with the earliest.


Set recurring availability (optional)

You can choose whether the availability:

  • Doesn't repeat

  • Repeats weekly

  • Repeats every two weeks

  • Uses another recurring pattern

You can also:

  • Set a minimum and maximum number of hours the employee would like to work each week

  • Add an end date for recurring availability


Enable work preferences

By default, employees can only submit unavailability. To allow them to also submit their preferred working times:

  1. Go to Settings

  2. Open Scheduling

  3. Enable Employees can specify work time preferences

Work preferences are displayed in green and help you schedule employees during their preferred hours where possible.


View availability in the rota

Availability is displayed directly in the rota to help you schedule at a glance:

  • Red line – Employee is unavailable

  • Green line – Preferred working time

  • No line – Employee is available

Switch to Day view or open the Shift window to see the exact availability times for each employee.

If employee's have submitted their preferred number of working hours, here's our guide on how you can see this from the Rota.

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