Availability (Leave) Exceptions, Clashes and the Availability Exception (Leave) Report
This article provides detailed information relating to 'Availability Leave Exceptions' which have been designed to assist with rostering Staff. This feature provides the ability to record both 'Unavailable' periods (personal or annual leave) exceptions when the Staff Member would usually be available; and additional 'Available' periods when the Staff Member would not usually be available.
Audience: HR Specialist, Team Leaders or anyone tasked with rostering Staff.
The following list summarises the content within this article. Click on the links below to take you to the relevant sections:
- What is an 'Availability Exception'?
- What is a 'Clash'?
- Entering Leave Exceptions via My Staff Account
- Approving Availability Exceptions
- Where do Availability Exceptions appear?
- Availability Exceptions (Leave) Report
What is an 'Availability Exception'?
Availability Exceptions are any changes to a person's Standard Availability which may deem them Unavailable when they usually are, or Available when they usually aren't.
An Unavailable exception may be used to reflect Staff taking personal leave or annual leave.
An Available exception reflects a Staff member being available when they usually aren't e.g. uni holidays.
N.B. This functionality is rather limited and is solely designed to assist communicating Staff availability when updating the Roster and does not have the leave management capacity of a dedicated HR/Payroll platform. Therefore we recommend Providers test out this functionality to decide if it will be of use to your organisation before commencing using this.
What is a 'Clash'?
Clashes are designed to alert Staff when creating or updating an Activity that a Staff Member is participating in another Activity at the same time:
Entering Leave Exceptions via My Staff Account
Staff can enter leave exceptions via the ' My Staff Account' section of SupportAbility available from the main menu:
Navigate to the Availability tab:
Select the '+' Add a new availability exception button and enter the details, for example Abel was unavailable on the 13th of September as he was sick:
You'll notice this is in a Status of 'Pending', it is awaiting approval by the relevant manager.
To provide an example of an exception where the Staff member is available, let's say there is a family day at the centre for Clients on a Saturday. In Abel's Standard Availability he does not usually work on Saturdays, therefore he could enter in an exception to reflect that he is available on this day when he usually isn't:
Once this is saved, it will turn to green to reflect Abel being Available on this day.
Approving Availability Exceptions
Staff members with the Team Leader and/or Human Resources privilege receive notifications on their dashboard when Availability Exceptions are submitted for approval for Staff who work in the Sites/Services they have access for:
Where do Availability Exceptions appear?
Availability exceptions display when rostering Staff into Activities. These will appear in orange if the exception is pending, or red if it has been approved.
When creating a new Activity, an 'Availability' column is displayed when adding Staff in Step 2 of the Activity Creation wizard:
Select the drop-down arrow for more information:
Availability issues will also appear when updating the Staff member who is rostered into an Activity. Select the 'Change' button:
Details regarding Availability are also displayed here to assist with rostering:
Can Staff continue to be added to the Activity if there is an issue or clash?
If there is an Availability issue or Clash, the Staff member may continue to be added to into the Activity. However, there will be a warning bar displayed at the top of the Activity record to alert you to this, along with Activity Icons displayed to assist.
Availability Exceptions (leave) Report
A report is available to download for Staff with the 'Human Resources For ALL Staff' privilege which summarises any leave entered as an Availability Exception, along with any Annual and Personal leave amounts.
Navigate to the Reports menu and then select the 'Availability Exceptions (leave) Report' from the Staff Reports section e.g:
You can search by various criteria such as
- Type (Unavailable, Available),
- Status (Approved, Not Approved),
- Date (From, To),
- Staff Member, and
N.B. SupportAbility does not export Availability Exceptions as, or with, Staff Timesheets.
Availability Exceptions List export file
Once the Results List for the 'Availability Exceptions (leave) Report' has generated, this data can be downloaded into a CSV export file.
To do this navigate to the 'Actions' menu and select 'Download Availability Exceptions List':
The Availability Exceptions List export contains the following information, which is drawn from the 'Availability Exceptions' section on the 'Availability' tab of Staff Accounts:
- From - the 'From' date of the Availability Exception
- To - the 'To' date of the Availability Exception
- Type - the Type of Availability Exception (e.g. Available, Unavailable)
- Status - the Approval Status for the Availability Exception (e.g. Pending, Approved, Not Approved)
- Staff Member First Name
- Staff Member Last Name
- Annual Leave Hrs - the number of hours for the exception relating to Annual Leave
- Personal Leave Hrs - the number of hours for the exception relating to Personal Leave
- Private Notes
- Shared Notes
You will note in the onscreen Results List that the Staff Member's name displays with the first and last name together in the 'Staff Member' column:
In the 'Staff Availability Exceptions Report' export file, however, the Staff Member name is separated into two columns, 'Staff Member First Name' and 'Staff Member Last Name':
Staff Member names are separated into two columns in the CSV export file to facilitate easier sorting of data by surname, and potentially more easily match data fields when importing the data into your Finance/Payroll System.