Using Shift Availability for Staff or Freelancers

If your license configuration allows to set all Staff & Freelancers as Web Users, the Freelancers can actively 
log into the system and set their Availability based on previous created SHIFT types in the Personnel Management.

Content

• Step 1: Setup the Shift Types in Personnel Tree
• Step 2: Select the ‘Shift Availability’ per Web Profile
• Step 3: Web Access views to set Availability
• Extra: Combining the Availabilities with the Static Time Frames

Step 1: Setup the Shift Types in Personnel Tree

• Click Personnel Tree icon > Shift Type Setup > Add or Edit Shift. 
• Name it: Day & Night, set time, choose a colour.
• Can be done via/by: Desktop Application, Advanced User with “Edit Personnel Management” permission.

Step 2: Select the ‘Shift Availability’ per Web Profile (which Shift types users can set their availability for)

• Go to Object Manager > select a User > double click to open the User Profile > enter the Web Permission Profile.
• In the Web Profile Manager, select the Profile to modify or create a new Profile (right mouse click in top left window > New, enter a name)
• Select the ‘Shift Availability’ per profile (which Shift types users can set their availability for)

Step 3: Web Access views to set Availability

Users can set their availability day by day through:

• iOS
• Web Client
• Mobile Web Client

Users just need to slide the switch to ‘show’ their availability for a shift type.

Once a User has switched his Availability through his access, the Advanced Users/Planning can (immediately)
 see the Availability in the Long Form > Personnel Tree, Long Form > Object Tree and also in the Hourline.

TIP: Set ‘Draw Hour Boundary’ in Toolbox > Settings > Personnel Tree to see both day&night shift next to each other per day.

Do not change Shift times after they’ve been used by Freelancers => Freelancer said OK 10-18, then you can’t change to 9-18 and expect to remain green. Make a new Shift instead.

Combining the Availabilities with the Static Time Frames

Availabilities time frame can be linked to the Viewable Time Frame (Toolbox > Server Setup > Time Frame…).

If used, the Freelancer can only set his Availability in the selected Time Frame.

If not used, the Availability Shifts always show.