Availability

The Employee Setup module enables agencies to document periods when an employee will be unavailable for reasons other than a work assignment. This would include any type of scheduled absence, such as vacation, training, jury duty, maternity leave, injury, short-term disability, etc. Then, if a Lucity user attempts to assign the Employee as a Resource on a Work Order during a period in which he or she is unavailable, the system will alert the user of the conflict. Users can also view a historical record of such instances.

Note: The Resource Availability-checking feature is enabled by default. If an agency chooses, an administrator can disable the feature using the "Disable Resource Availability Checking" Work Option.

The Work Employee Setup > Availability grid tracks changes in an employee's availability over time.

Open the Work > Administration > Work Flow Setup > Employee Setup module.
Click the button to expand the Employee record to which you want to add an Availability record.
Select the Availability grid and click the button. The Employee Availability form appears.
Select the Status (e.g., Unavailable-Training, Unavailable-Medical, Unavailable-Personal Day, etc.) from the pick-list (required).
Check the All Day field if the employee will be out the entire day.
Enter the Reason for his or her unavailability (e.g., OSHA training, vacation, short-term disability, etc.).
Record the Start Date and End Date for the scheduled period of unavailability.
Click the button to save the record. The new Availability record now appears in the grid. Should a user attempt to add the Employee as a Resource on a Work Order, the system will notify the user of the conflict.

Status*	Indicates the state of the employee during the period between the Start and End Dates.
All Day	Indicates whether the employee will be unavailable for the entire work day.
Reason	Specifies why the employee will be absent (e.g., vacation, sick, etc.)
Start Date	Indicates the date on which the employee's scheduled absence begins.
End Date	Indicates the date on which the employee's scheduled absence concludes.