Availability and time off from the portal
From the Resource sidebar, keep Weekly Availability and Out of Office current so planners do not assign against false capacity.
Outcome
You open both screens from portal nav, update your own weekly windows and absences, and know when to soft-link the deeper day-to-day planner tutorials.
Who it's for
Resource
Prerequisites
- Resource role with access to Weekly Availability and Out of Office
Steps
- In the Resource sidebar (same nav family as My Dashboard and My Shifts), open Weekly Availability (`/resources/weekly-availability`). As a Resource you typically manage your own pattern: not the company-wide people list (that is a planner path; soft-link People and availability).
- Set or adjust the recurring windows when you can work. Save as the product offers. Planners and Smart Assign use these windows; stale availability creates wrong assignments and extra change requests.
- Open Out of Office (`/resources/out-of-office`) from the same sidebar. Create or edit absences with clear start and end dates. Approved OOO that includes today can show as a banner on portal home: keep records honest when plans change.
- Working pattern: update availability when your usual week changes; add OOO before holidays or leave; return to My Shifts for confirmations. Soft-link Managing time off for planner-side coverage views. Next in this cluster: Document vault.