Step 1: Select "Add unavailability" under the "Unavailability" tab within a specific Employee profile.
Step 2: Complete the unavailability details and set the recurrence rules, if applicable.
Please select the "Type" of unavailable time. Time-off types can be set in the Accounting Global Settings and can be set as paid or unpaid.
Please provide a description of the unavailable time (I.e. Daycare drop-off).
If this unavailability will recur, you can set the frequency (daily or weekly). If you choose weekly, you can select the affected days of the week.
If the employee will be unavailable all day, you can select the "All Day" check box and the employee's schedule will be blocked off for that day.
If you do not set a recurrence end date, that employee unavailability will continue to repeat.
You can set the recurrence rules by selecting how often the unavailable time should repeat.
Click "Ok" to save.
Unavailable time will show up as green in the Employee's schedule. Any visits previously scheduled for that employee will now be Vacant.
Visits overlapping partially with an unavailability will get a warning.
If the visit overlaps with an unavailability, the warning will appear upon clicking Create Visit:
If scheduling is confirmed regardless of the warning, the visit will be scheduled for the employee.