Scheduling guide

How to manage employee availability for shift scheduling

“Availability” can mean different things: someone is away on a date, prefers evenings, or follows a repeating rotation. Keeping those details separate makes the schedule easier to build and review.

In short

Use leave for specific dates, work patterns for repeating work and rest days, preferences for weekdays and shift templates, and weekly-hour settings for workload. ElShift's current employee preference screen does not offer arbitrary intraday availability windows.

Record time off by date

Approved leave applies to a particular period and should prevent Auto Assign from placing the employee on affected dates.

Use a work pattern for a recurring cycle

A repeating four-on/four-off rota belongs in a work pattern, not in a set of one-off date changes.

Keep preferences separate from hard limits

Weekday and shift-template preferences help guide a choice among employees who can work. A dislike, leave or configured limit can have a different effect; managers should use the right setting for the situation.

Be specific about what the product records

ElShift supports weekday and shift-template preferences, location preferences, leave, work patterns and weekly-hour settings. It does not currently provide free-form employee-entered start-and-end availability windows within a day.

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