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Managing Employee Availability and Time Off

Allison provides flexible tools for managing employee availability and time off while protecting your schedule from conflicts. Availability, time off, and permissions work together through Allison’s availability engine

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Written by Blake Wood
Updated over 2 months ago

Editing an Employee

Go to Employees and select an employee to edit.

Each employee profile is divided into individual sections. Changes are saved per section rather than as a single form.

Key behavior

  • Availability, time off, and employee details are managed independently

  • You can update one section without affecting others

  • Changes take effect immediately unless future-dated


Time Off Management

Time off can be added for full days or partial days.

Full-Day Time Off

Use full-day time off for vacations or multi-day absences.

  • Select a start date and end date

  • Mark the event as all day

Partial-Day Time Off

Use partial-day time off for appointments or shortened workdays.

  • Select a single date

  • Define a start and end time

You can combine full-day and partial-day entries for the same employee as needed.

Example
An employee takes:

  • Monday through Thursday off

  • A partial day on Friday from 8:00 AM to 1:30 PM

This would be entered as:

  • One full-day time-off entry for Monday–Thursday

  • One partial-day time-off entry for Friday

Both are respected by scheduling and availability logic.


Availability and Future-Dated Changes

Each employee has:

  • Current availability – what applies today

  • Upcoming availability – changes that take effect on a future date

How Future-Dated Availability Works

When an availability change is saved with a future effective date:

  • The employee’s current availability remains active until that date

  • The new availability automatically applies on the selected date

  • No additional action is required

Upcoming availability changes can be discarded at any time before they take effect.

Example
If an employee begins a new schedule on January 5 and can only work Tuesdays and Thursdays:

  • Their existing availability remains unchanged until January 5

  • The new schedule automatically applies on January 5


How Scheduling Evaluates Availability

Allison’s availability engine evaluates availability using three inputs:

  1. Current availability

  2. Future-dated availability

  3. Time off

  4. Currently scheduled jobs

This evaluation applies to:

  • One-time jobs

  • Recurring jobs

When scheduling, Allison analyzes all four to determine whether an employee can be assigned.

Note: Allison has the most advanced scheduling engine to ensure scheduling conflicts do not happen.


Jobs at Risk

If an employee becomes unavailable after being scheduled for a job due to:

  • Availability changes, or

  • Time off being added

Allison flags the job as At Risk.

How this works

  • Jobs are flagged when they fall within five days

  • The alert appears before the job date

  • This gives you time to adjust staffing before service is affected

Jobs at Risk ensures conflicts are visible instead of being discovered last minute.


Cleaner Permissions

Cleaners can optionally be allowed to manage their own availability and time off.

Go to Settings → Cleaner Permissions to configure access.

Permission Options

  • Allow cleaners to edit their availability

  • Allow cleaners to add and edit time off

These permissions can be enabled or disabled independently.


Advance Notice Requirements

If cleaner self-management is enabled, you can enforce advance notice rules.

Availability Changes

Require cleaners to submit changes:

  • 1 day in advance

  • 2 days

  • 3 days

  • 1 week

  • 2 weeks

Time Off Requests

Require:

  • 1 day

  • 2 days

  • 3 days

  • 1 week

What this means

If a cleaner attempts to submit a change that does not meet the notice requirement, the system blocks the action. Admins, managers, and owners are not restricted by these rules and can always make changes directly.


Cleaner Experience

When Permissions Are Enabled

Cleaners can:

  • Submit availability changes

  • Add or edit time off (within notice rules)

Dates that violate advance notice requirements are automatically unavailable.

When Permissions Are Disabled

Cleaners can:

  • View their availability and time off

Cleaners cannot:

  • Edit availability

  • Add or modify time off

Instead, they are prompted to contact their manager or scheduling contact. (See image below)


Operational Considerations

  • Allowing cleaner-managed availability increases flexibility but can increase scheduling complexity

  • Advance notice rules help prevent last-minute conflicts

  • Jobs at Risk provides early visibility when conflicts occur

  • Owners, admins, and managers can always override or add time off manually


Summary

Allison’s availability and time off system allows you to:

  • Manage current and future schedules accurately

  • Account for full-day and partial-day time off

  • Control whether cleaners can self-manage availability

  • Detect scheduling conflicts before they impact service

These tools work together to balance flexibility for your team with reliability for your business.

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