People and availability
Know who can work when, so you assign from current facts.
Outcome
You understand how people, weekly availability, and time off feed planning.
Who it's for
Planner / people manager
Prerequisites
- Permission to view people and availability
Steps
- Open People and create or open a profile.
- Set weekly availability windows so assignment starts from real capacity.
- Record time off so coverage does not assume false capacity.
- Optionally invite people to maintain their own availability in the portal.
- Smart Assign and manual assignment both use these facts. You confirm.
Go deeper
Need every click path and screenshot? Open the matching Help Center guide, or book a conversation.