Managing Employee Availability & Preferences (Adv. Scheduler)
Managing Employee Availability & Preferences in Advanced Scheduler
Purpose
This document serves as a comprehensive guide for entering and managing employee availability and preferences within the Green Leaf Elevated System.
Please note that this guide may not cover all possible scenarios, and certain features may not be visible depending on your company’s specific configuration. If you have any questions about team availability/preference visibility, or the functionality of these features within the system, please reach out to your assigned specialist for further clarification.
Step 1: Navigate to the Team Availability & Preferences Screen
Navigation Path: Main Menu (☰) > Team > Schedule > Team Setup > Availability/Preferences
Step 2: Select the Employee(s) for Updating Availability/Preferences
Use the dropdown menu on the left-hand side above the calendar to select the employee(s) whose availability/preferences you wish to update.
If the availability/preferences are the same for multiple employees, you can select multiple checkboxes to update them all at once.
Step 3: Select the Days to Update Availability/Preferences
Click on the specific days on the calendar that you wish to update for the selected employee(s).
If the availability/preferences are the same for multiple days, you can select multiple days at once. For ongoing updates across multiple instances, check the box next to the day of the week at the top of the calendar to apply the changes to all occurrences of that day as shown below.
Once the days are selected, the availability/preferences panel will appear on the right-hand side, where you can make the necessary updates.
Step 4: Apply Selections & Save Changes
Depending on your company’s setup, you will have various options to update the availability/preferences. Select the appropriate option(s) based on the employee.
After inputting the new availability/preferences, click the "Save" button located above the panel on the right-hand side.
The system may prompt you to add a comment; however, this step is optional.
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