People and availability
Add people (or other capacity) and set weekly availability planners can trust.
Outcome
People exist with weekly patterns that planning can respect.
Who it's for
Planner / people manager
Prerequisites
- Permission to view or manage people and availability
Steps
- Open People and create or open a profile.
- Treat a person as someone who can deliver shifts: not only employees if your model includes other capacity.
- Open Weekly Availability and set the recurring windows when someone can work.
- Keep profiles current so Smart Assign and manual assignment start from real capacity.
- Optionally invite people to maintain their own availability via the people portal.