Manage field workers' unavailabilities in Cadulis

Optimize Scheduling by Managing Absences and Specific Working Hours

For reliable and error-free scheduling, Cadulis allows you to manage:

• One-off unavailabilities (leave, absences, appointments)
• Specific working hours (days/hours not worked)

These elements are taken into account by the scheduling assistant and are visible in the schedule to prevent erroneous assignments.

📆 Add a One-off Unavailability (Absence, Leave)

1. Go to the schedule view via the Activities menu.
2. Locate the relevant field worker.
3. Click the padlock symbol next to their name.
4. Fill in the fields in the pop-up:
   • User and BU (pre-filled)
   • Activity type
   • Start and end date/time
   • Reason for absence in the “Mission” section
5. Click Validate.

➡️ The unavailability appears in the schedule as a blue block with a purple border. The field worker becomes unassignable during these times.

🕒 Set Specific Working Hours

1. From the Team menu, click on the field worker’s name.
2. Click Edit role, then Edit.
3. Go to the Specific working hours (restrictions) section.
4. Click the + button:
   • Define a date/time range
   • Optional: enable lunch break consideration
   • Optional: set as default schedule
5. Click Validate.

➡️ These time slots appear greyed out in the schedule (not assignable) and are excluded by the scheduling assistant.

👀 Visualization in the Schedule

• Specific working hours: greyed-out areas (BlackBox)
• One-off unavailabilities: blue blocks with purple border

These time slots are automatically taken into account by the scheduling assistant.

⚙️ Impact on Scheduling

Manual Assignment

• If you assign an intervention during an unavailable slot:

  ⚠️ “Schedule overlaps have been detected!”
  A red warning is displayed.

  The assignment remains possible, but is not recommended.

Scheduling Assistant

• Unavailable slots are automatically excluded
• Proposed time slots are compatible with actual availabilities

💡 Smooth, reliable, and error-free scheduling thanks to the Cadulis scheduling assistant.

✏️ Edit or Delete an Unavailability

For Specific Working Hours

1. Team menu > user profile > Edit role
2. Go to Specific working hours
3. Click the red trash can to delete, or edit the time slot.
4. Click Validate.

For One-off Absences

1. Go to the schedule
2. Click on the relevant blue slot
3. Click Open details
4. On the absence page, click Edit
5. Adjust the desired information, then Save