Edition: Professional, Business, Enterprise
User-level: Director, System Administrator
Previous steps: NA
Synergy HR allows your staff to track and manage their leave and availability in one place.
Once lodged, staff availabilities are reflected on the resourcing boards to help Project managers with their planning. Staff unavailable periods are shown as a purple block on the resourcing board. Simply select “Add” to create an absence period and select from a range of categories.
Will I have access to the availability feature without purchasing Synergy HR?
Enterprise customers will have limited access to the Availability feature without subscribing to the Synergy HR add-on. Enterprise customers (without the Synergy HR add-on) will not be able to accrue leave and see their leave balance. We recommend Enterprise customers subscribe to the Synergy HR add-on to experience the complete HR experience.
Business customers need to purchase the Synergy HR module in order to manage staff availabilities.
How do I view, add and modify my availability?
Users can select ‘My availability’ under their profile dropdown to view, add or modify their availability.
On the ‘My availability’ screen, you’re able to add in periods of absence by simply selecting ‘Add’. This will allow you to select from a range of categories including leave, professional development and administration.
All unavailability requests will require approval. Track your approvals with the ‘status’ column on the ‘My availability’ screen.
Tip: If you are viewing the ‘My availability’ page on a smaller screen, you might not be able to view the entire table. In this case, scroll horizontally to see the hidden columns.
How can I turn off availability approvals?
Synergy HR gives you the flexibility of managing your availability approvals by allowing an option to disable availability approvals. Simply navigate to the Organisation configuration page by selecting Settings > Organisation > Configuration and scroll down to ‘Availability approvals’.
Can I modify availabilities on behalf of other employees?
Synergy HR allows Directors and System administrators to request absences on behalf of other staff. Simply click on the Organisation dropdown > Availability > Calendar or Register
From either the availability calendar or register you are able to search for whatever staff member's availability you wish to modify and click the three dots on the right side to edit. You can also add new entries by clicking 'Add' on the register or the little person icon on the calendar.
Register view:
Calendar view:
How do I manage availability types and categories?
Availability ‘types’ can be modified within the ‘Internal stages and tasks’ Settings page. To navigate to this page, navigate to Settings > Timesheets > Internal project stages.
You can then use this screen to add, modify and deactivate availability types and details to customise your availability options.
How can I change the read, write and edit permissions for Availability?
Simply navigate to the Organisation navigation drop down > Settings > Organisation > Security Matrix to edit permissions for the Availability feature.
Where to next?
Leave in Synergy HR
What other features does this relate to?