Article Contents
- Introduction
- Availability in the Timeline
- Leave, Public Holidays and Close-Downs
- Ordinary Workdays and Existing Bookings
- Conflict Warnings
- Manage Availability in Who’s In?
- Next Step
Introduction
Scheduling helps you plan work with the team’s availability in view.
It shows relevant availability information alongside bookings, so you can make an informed decision before allocating or changing work.
Availability in the Timeline
The timeline shows bookings and availability information together.
Bookings appear as bars across their scheduled dates. Availability information appears separately so you can see potential constraints without confusing planned work with leave or other unavailability.
Scheduling can show:
- approved leave;
- pending leave;
- public holidays;
- company close-downs;
- travel or other availability recorded in Who’s In?;
- non-ordinary workdays; and
- other bookings for the same person.
Scheduling shows the information needed for planning. Access to detailed leave or travel information continues to follow the relevant Who’s In? permissions.
Leave, Public Holidays and Close-Downs
Leave appears as an availability bar alongside bookings on the person’s timeline. It provides planning context, rather than preventing a scheduler from making a booking on those dates.
Approved leave is labelled Leave. Pending leave is labelled Leave [pending] and shown with a dashed outline and subtle diagonal pattern, making it clear that the request has not yet been approved.
Scheduling uses the generic Leave label rather than displaying the leave type or personal details from the request. This gives schedulers the availability information needed to plan work while keeping personal leave information private.
Public holidays and company close-downs are also shown in the timeline. If a public holiday applies only to particular branches, Scheduling uses the scheduled person’s branch to determine whether it applies to them.
Scheduling does not change leave, holiday or close-down records. It uses the availability information already recorded in Who’s In? to help you plan work.
Ordinary Workdays and Existing Bookings
Scheduling shows non-ordinary workdays as a visual constraint in the timeline.
For example, a person who normally works Monday to Friday will show Saturday and Sunday as non-ordinary days. A person whose ordinary work pattern includes a weekend day can be scheduled on that day without receiving a separate weekend warning.
Existing bookings are also visible, so you can identify where a person already has planned work.
Conflict Warnings
Scheduling does not automatically prevent you from allocating work on leave, a public holiday, a non-ordinary workday or alongside another booking.
Instead, it shows a warning before you save. The warning identifies the affected person, date and reason.
You can choose:
- Go back to revise the booking; or
- Schedule anyway to save the booking despite the conflict.
If you choose Schedule anyway, the booking is saved and the warning remains visible while the conflict still applies.
This gives schedulers the information needed to make a deliberate planning decision. It does not cancel leave, change public holidays or alter another booking.
Manage Availability in Who’s In?
Use Who’s In? to request leave, review leave requests, set public holidays and manage company close-downs.
Next Step
See Who Can View and Manage Scheduling? to understand who can view or change bookings.