Availability

How can I create a New Availability Type?

Step 1: Click on your Profile Icon in the upper right corner.
Step 2: Click on System Settings.
Step 3: Click on Workday.
Step 4: Click on Availability Types.
Step 5: Click on “Add Availability Type”
Step 6: Enter the name for your new Availability.
Step 7: Click on “Add”.
Video tutorial: https://vimeo.com/1131369565

Please note that only the Owner role can access this.

How can I Edit the name of an Availability Type?

Step 1: Click on your Profile Icon in the upper right corner.
Step 2: Click on System Settings.
Step 3: Click on Workday.
Step 4: Click on Availability Types.
Step 5: Click on “...” next to the desired Availability.
Step 6: Click on “Edit”
Step 7: Enter the new name for your Availability.
Step 8: Click on “Save”.
Video tutorial: https://vimeo.com/1131370418

How can I Delete an Availability Type?

Step 1: Click on your Profile Icon in the upper right corner.
Step 2: Click on System Settings.
Step 3: Click on Workday.
Step 4: Click on Availability Types.
Step 5: Click on “...” next to the desired Availability.
Step 6: Click on “Delete”
Video tutorial: https://vimeo.com/1131372393

How can I select who will receive my availability notification?

Step 1: Click on your Profile Icon in the upper right corner.
Step 2: Click on System Settings.
Step 3: Click on Workday.
Step 4: Click on the slider to “On” next to the “Owners will receive availability notification”
Step 4.1. If the slider is set to “Off” you can manually select who will receive the email notification by clicking on the “Choose People” space.
Video tutorial: https://vimeo.com/1131373238

Note: If the Owner or Member+ (with the option to start projects, manage people and use reports) are setting the availability for a user, an email notification message will be sent to the user, informing them of the changes made. If the users are setting the availability for themselves, a message will be sent to the Owners (or selected people from the list), keeping them in the loop.

Where is the set Availability shown?

1. In the Users My Work - Availability
2. In the Workload tab.
3. In the Team Timesheet.
4. In the Users Personal Timesheet under the My Work - Timesheet

How can I see any Users active Availability?

Step 1: Click on the People tab.
Step 2: Click on the desired user.
Step 3: Click on the Availability tab.
Step 3.1 optional: Hover over the ‘i” icon to gain more info about used users Availability.
Video tutorial: https://vimeo.com/1131377402

Note: Only the Owner or Member+ (with the option to start projects, manage people and use reports) can see this option.

How can I add Availability for me?

Step 1: Click on My Work.
Step 2: Click on Availability.
Step 3: Click on the “+” icon.
Step 4: Select the “New Availability Record” from the drop down list.
Step 5: Enter the desired date or period, Availability type and enter the message to be sent.
Step 6: Click on “Send”
Video tutorial: https://vimeo.com/1131377936

How can I delete my Availability?

Step 1: Click on My Work.
Step 2: Click on Availability.
Step 3: Click on the Trash icon next to the desired Availability you wish to delete.
Step 4: Click on “Delete” to confirm.
Video tutorial: https://vimeo.com/1131378574

How can I get more info about Availabilities I’ve used?

Step 1: Click on My Work.
Step 2: Click on Availability.
Step 3: Hover over the “i” icon for more info.
Video tutorial: https://vimeo.com/1131379231

How can I add an Availability for a different user?

Step 1: Click on the People tab.
Step 2: Click on the desired user.
Step 3: Click on the Availability tab.
Step 4: Click on the “New Availability Record” icon in the upper right corner.
Step 5: Enter the desired date or period, Availability type and enter the message to be sent.
Step 6: Click on “Send”
Video tutorial: https://vimeo.com/1131385249

Note: Only the Owner or Member+ (with the option to start projects, manage people and use reports) can make these changes. When they do, an email notification message will be sent to the user, informing them of the changes made.

How can I Delete an Availability for a different user?

Step 1: Click on the People tab.
Step 2: Click on the desired user.
Step 3: Click on the Availability tab.
Step 4: Click on the Trash can icon next to the desired Availability that you wish to delete.
Step 5: Click on "Delete" to confirm and delete the Availability.
Video tutorial: https://vimeo.com/1131386140