Manage availability
Beta feature
The Skedulo Plus mobile app is currently is available as a beta feature.
Beta features should be considered “in development” and may not be fully supported or complete. Beta features are available as a preview for testing purposes and may be unstable. They should be used with caution in production environments.
Overview
The Skedulo Plus app allows users to view and manage their availability based on the team’s mobile app settings.
In the Skedulo mobile app, users can view their current availability schedule and request time off (unavailability) or request more work (availability). Users can also view and manage their pending availability and unavailability requests.
Administrator settings are required to enable mobile app users to create availability and unavailability requests. These are found in the Skedulo web app under Settings > Mobile app configuration > Availability.
Availability and unavailability
Using the Availability screen, users can request availability or time off, depending on the organization’s settings for mobile users. This is particularly useful for casual or part-time workers who may not be available to work every day of the week or have a flexible schedule.
Unavailability can include sick leave, annual leave, or any other reason why a user is not available to work.
By default, the following unavailability types can be used in the Skedulo mobile app:
- Sick
- Leave
- Occupied
Availability can be added for overtime or weekend shifts, or any other availability category configured by the team administrator.
By default, users can request the following availability types:
- Overtime
- Weekend shift
Request unavailability
To view your availability and request time off (unavailability) in Skedulo Plus, do the following:
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In the Skedulo Plus mobile app, tap Availability on the navigation bar.
This shows the availability calendar with your current availability.
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Tap the + button in the top right corner of the screen to create a new request.
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Tap Unavailability request to open the request form.
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Complete the details of the unavailability request. The fields are as follows:
- Unavailability type: Select the type of unavailability from the drop-down list.
- All day: Toggle this option if the unavailability is for the whole day. By default, this is On. Toggle this option Off to select the start and end times of the unavailability.
- Start date or Start date and time: Select the start date of the unavailability. If you are not requesting to be made unavailable for the entire day, select the start time for the period of time off as well.
- End date or End date and time: Select the end date of the unavailability.
- Notes: Enter any notes about the unavailability.
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Tap Save to submit the unavailability request.
View and manage unavailability requests
To view and manage your unavailability requests in the Skedulo Plus mobile app, do the following:
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In the Skedulo Plus mobile app, tap Availability on the navigation bar.
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Tap Manage to open the unavailability requests screen.
By default, the screen shows all upcoming unavailability requests. To filter requests by their status or to view past requests, tap the Filter button in the top right corner of the screen.
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When requests are approved or denied by schedulers or administrators, the request will automatically update in the Skedulo mobile app. The status of the request will change to Approved or Denied.
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To view the details of a request, tap the request in the list. This shows the details of the request, including the status, the dates and times of the unavailability, and any notes.
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To delete an unavailability request, tap the request in the list, then tap the Options (
) menu button.
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Tap Delete request.
When prompted, tap Confirm to confirm the delete request. This will remove the request from the list.
Request availability
To view your availability and request more work in Skedulo Plus from the Availability button on the app navigation bar, do the following:
-
In the Skedulo Plus mobile app, tap Availability on the navigation bar.
This shows the availability calendar with your current availability.
-
Tap the + button in the top right corner of the screen to create a new request.
-
Tap Availability request to open the request form.
-
Complete the details of the availability request. The fields are as follows:
-
Availability type: Select the type of availability from the drop-down list.
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All day: Toggle this option if the availability is for the whole day. By default, this is On. Toggle this option Off, to select the start and end times of the availability.
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Start date or Start date and time: Select the start date of the availability. If the availability is not an all day availability, select the start time as well.
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End date or End date and time: Select the end date of the availability.
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Notes: Enter any notes about the availability.
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Tap Save to submit the availability request.
Edit a pending availability or unavailability request
While an availability or unavailability request is pending, you can edit the request. To edit a pending request, do the following:
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In the Skedulo Plus mobile app, tap Availability on the navigation bar.
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Open the pending request that you want to edit.
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Tap the Options (
) menu button.
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Tap Edit request.
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Make the changes to the request, then tap Save to submit the changes.
Note
Only pending requests can be edited. If the request has been approved or denied, you cannot edit the request.Feedback
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