This article will inform you of all the new updates to the Celayix platform throughout March 2023.
Availability in Employee form
You now have the ability to view and create Availability within the employee profiles in Manage people.
You'll first need to ensure that Availability is selected in Schedule Xpress, in Settings > Branch defaults > Employee form.
Ensure you select Availability in the Employee form sections visibility.
You'll then see that Availability appears in the employees' profile in Manage people.
Using the Availability section of the Employee profile
You can use the Availability section of an employee profile to see their submitted Availability records from within their Team Xpress app. You can also use it to see more information on a specific record, or create Availability records on their behalf.
First, you'll need to choose the date range for availability records. The maximum you can display is 90 days.
Note: Availability records will show in reverse chronological order.
The records are defined in the Availability section of the employees' Team Xpress app. You can change their level of accessibility to the Availability feature in the Modules access section of your Employee access group(s).
The records will show in the Availability section of their Team Xpress app as below.
Adding Availability for employees
As the User, you have the ability to add an Availability record on behalf of the employee. You can do this by clicking Add availability.
When adding an Availability record for an employee, you can define:
Start date and end date
Time from or to, or select All day
Repeats weekly on
Availability types
Roles (Services)
Sites
You can press Save to create the record.
Editing, cloning or deleting Availability records
You can Edit, Clone or Delete an Availability record at any time. See below.
Availability fields in Manage people
You can use your fields in Manage people to see the current Availability records per employee.
The Availability fields that will display are:
Date
Time
Repeats weekly on
Availability type
Role (Service)
Site
Last updated by
Last update on
Availability records in effect exist (Yes or No)
If an employee has more than one Availability record, you can click the 3 orange dots dropdown to show other records.
We'll be releasing more details regarding Availability for employees in the near future, but if you have any further questions, please Contact Support now!