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 planners can see who is available and do not schedule people as if they were free.
- Optionally invite people to maintain their own availability in the portal.
- Smart Assign and manual assignment both use these facts. You confirm.
Go deeper
Open the matching Help Center guide for the in-app steps, or get in touch.
Visuals
Related feature
Open feature pageSee how this works on your chain?
The demo opens in a new tab: a fictional agency, no account needed.