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Instantly identify your available or soon-to-be-available consultants at a glance, with no manual entry or export required. Ideal for prioritizing your redeployment actions and managing your bench period.
Prerequisites
To access availability statuses, the following conditions must be met:
You must have the Advanced or Enterprise plan.
Access rights: The Resources module must be enabled in your access rights, as well as read access to the Information tab of the Resource record.
What does this badge contain and what is it for?
In the Resources view, the Avail. column displays, for each billable resource, a status badge accompanied by a dated subtext (e.g.: Available on 04/01/27).
The calculation takes into account the resource's entire occupancy: signed assignments, forecast assignments (unsigned), part-time assignments, leaves, and scheduled departures. It helps you to:
Anticipate end of assignments and prepare redeployments;
Distinguish between a certain availability and an availability linked to a forecast;
Spot ongoing assignments that have not yet been signed.
Key points
Advanced and Enterprise plans: the Avail. column in the Resources view relies on the automatically calculated badge. The field in the resource record (Information tab) remains visible and editable (click the padlock 🔒 to unlock it), but it is not considered in the badge calculation.
Core and Legacy plans: the automatic badge is not available. Availability is still managed via the resource record field, which is updated only based on signed assignments.
The "State" field
Do not confuse the availability badge and the resource State field:
the availability badge is automatically calculated from assignments, leaves, and departures. It is authoritative for staffing;
the State is entered manually and reflects the HR situation of the resource (future joiner, onboarding, future leaver, etc.).
Status Mapping and Automated Assignment Rules
The status is automatically calculated from only two data points: the consultant's occupancy (do they have an active assignment?) and their availability date.
Good to know!
This status applies only to your billable resources, whether internal or external.
Status Matrix
On assignment: The resource is fully occupied beyond the anticipation horizon (45 days by default, adjustable).
Soon on assignment: about to start an assignment (signed or forecast) within the threshold (45 days by default, adjustable)
Soon available: end of assignment or return from leave scheduled within the threshold (45 days by default, adjustable)
Available: The resource has no occupancy today, or their next assignment or leave starts beyond the anticipation horizon. (45 days by default, adjustable)
Partially available: staffed at an occupancy rate below the threshold (90% by default, adjustable), some time remains available
Not available: long leave or departure beyond the threshold (45 days by default, adjustable)
The date shown in the badge subtitle corresponds to the end date of the current assignment, or to the manually entered availability date if it has been overridden.
Warning
When an availability date is manually forced on a resource whose actual occupancy does not match (e.g.: immediate availability for a consultant still on assignment), the badge and subtitle may display a combination that seems inconsistent. In this case, actual occupancy always takes precedence over the availability date for status calculation.
Resource Availability Configuration
Status calculation is based on two major configuration variables, defined by legal agency (Administration>Legal Agencies>Relevant Agency>Advanced Configuration>Resource Availability Settings):
Availability anticipation horizon: Set by default to 45 days. This period determines the boundary from which a resource is considered Soon available or Soon on assignment.
Full-time occupancy threshold: Set by default to 90%. It defines the workload rate from which a collaborator is considered fully occupied.
Special case of internal projects
For internal projects, they only count towards availability if they are set as internal and not as bench period.
In Administration>Global Settings>Project Needs, define the "type" as "Internal project".
If you check "Bench period" in addition to "internal project", then assignments on such projects will not be counted in the availability badge calculation
If you do not check "Bench period" in addition to "internal project", then assignments on such projects will be included in the availability badge calculation
Example:
Here, "R&D" type projects will affect availability and thus the availability badge because only "Internal project" is checked.
"Sponsorship" type projects will not affect availability badges, as they are considered both internal activity AND bench period.
Summary tables of management situations
The examples below describe the badge behavior according to default parameters (anticipation horizon of 45 days and occupancy threshold at 90%).
Situation 1: Resource fully occupied today
Situation | Badge | Subtext |
Signed assignment, end beyond 45 d | On assignment | Available on DD/MM/YY |
Signed assignment, end within 45 d | Soon available | Available on DD/MM/YY |
Signed assignment followed by a forecast assignment, end beyond 45 d | On assignment | Available on DD/MM/YY (forecast) |
Signed assignment followed by a forecast assignment, end within 45 d | Soon available | Available on DD/MM/YY (forecast) |
Situation 2: Resource part-time occupied today
Situation | Badge | Subtext |
Signed part-time assignment | Partially available | 100% available on DD/MM/YY |
Signed part-time assignment followed by a forecast assignment | Partially available | 100% available on DD/MM/YY (forecast) |
Situation 3: Resource with no occupancy today
Situation | Badge | Subtext |
Signed assignment starting within 45 d | Soon on assignment | Starts on DD/MM/YY |
Signed assignment starting beyond 45 d | Available | Until DD/MM/YY |
Forecast assignment starting within 45 d | Soon on assignment | Starts on DD/MM/YY (forecast) |
Forecast assignment starting beyond 45 d | Available | Until DD/MM/YY (forecast) |
On leave, return within 45 d | Soon available | Available on DD/MM/YY |
On leave, return beyond 45 d | Not available | Available on DD/MM/YY |
No assignment, no leave | Available | Since DD/MM/YY |
Future joiner, arrival within 45 d | Soon available | Arrival on DD/MM/YY |
Future joiner, arrival beyond 45 d | Not available | Arrival on DD/MM/YY |
Situation 4: Resource with a scheduled departure
A scheduled departure limits the availability display:
If the resource becomes available before their departure date: The main status remains unchanged. The subtext is displayed on two lines with the theoretical availability date on the first line, and the note Departure on DD/MM/YY on the second line.
If the resource becomes available after their departure date: The badge switches to Not available and the subtext only shows Departure on DD/MM/YY.
Beyond status labels, understanding visual signals and tooltips allows you to analyze the situation of employees with precision.
Using Quick Filters and Operational View
The quick filters in the Resources view let you manage staffing with a single click, without setting up complex searches. Positioned above the resource list, these interactive counters provide instant insight into available profiles.
Triggers and Display Behaviors
Two quick filters are available at the top of the Resources view:
Available consultants: Instantly isolates all employees with the Available status.
Soon-to-be-available consultants: Identifies employees with the Soon available status (upcoming end of assignment, imminent return from leave, or arrival planned before the end of the anticipation horizon).
When you click one of these two counters, Boond automatically applies the following filter combination in the view:
Availability: The status matching the selected counter (Available or Soon available).
Type: Automatic selection of Internal Consultant and External Consultant categories.
State: All administrative states are considered, except for the Exit state.
The advanced filter
This procedure allows you to combine a specific availability status with other search criteria.
Go to the Resources module from your main menu.
Click the button to open the filter modal.
Search for the field named Availability.
Select one or more desired status values
Click the validation button to apply the filters to your resource list.
After applying a filter or viewing the list, you should see the following:
Each employee displays a color badge corresponding to their automatic availability status.
Under the status badge, a date is visible: it corresponds either to the end date of the current assignment/leave, or to the availability date if it has been manually overridden.
How to display availability without forecast assignments?
By default, the badge includes forecast assignments. To consider only signed assignments:
In the Resources view, click Display Options in the Filters block
Uncheck Include forecast
This option is also available from the filter modal, under Display Options.
The badge and date are then recalculated based only on signed assignments, and the Avail. column is renamed Avail. excl. forecast.
Decoding Visual Indicators, Tooltips, and Management Rules
Visual Indicator Analysis
Careful reading of the visual indicators and tooltips of the availability badge allows you to instantly spot the nature of commitments and entry anomalies in the Resources view.
The suffix (forecast) indicates that an availability date depends on an unsigned (forecast) assignment. When hovering over the subtext, the tooltip displays two separate lines:
Icon ⚠️: ongoing unsigned assignment
If today's occupancy is based on a forecast (unsigned) assignment, a ⚠️ icon appears above the subtext, regardless of status. On hover:
Advanced Calculation Rules
Leaves: Absence requests that are not rejected are always counted as full occupancy in the badge calculation, regardless of type (Paid Leave, RTT, seniority leave, sick leave, maternity/paternity leave, sabbatical leave).
Positionings: Never taken into account in the availability badge calculation.
Internal projects: A standard internal project counts as occupancy. However, an internal project explicitly tagged as bench period is ignored by the calculation and the resource remains available.
Displayed dates: The date calculated after an assignment ends or a return from leave always corresponds to the next working day. For the arrival date of a future employee, the displayed date matches the announced date exactly.
Occupancy rate: Used by the algorithm to assess threshold crossings, the actual occupancy percentage is not displayed on screen.
Resources without badge: For certain specific roles (non-billable resources) where availability is not operationally relevant (e.g.: Directors, Business Engineers), the Avail. column displays the value "-".
To fully leverage these rules, you can customize your displays or configure your agency's settings.
FAQ
Why does the availability badge show "-" for some resources?
The availability badge shows the symbol "-" for some resources because operational availability is not relevant for their role within the organization, especially for non-billable resource types.
What is the difference between the availability badge and the State field in the resource record?
The difference between the availability badge and the State field lies in their update mode and purpose: the availability badge is an indicator automatically calculated from assignments, leaves, and departures to manage operational staffing, while the State field is an HR data point entered manually to track the administrative situation of the resource (such as a future joiner or an employee in onboarding).
Why does my consultant's status remain "Partially available" even though they work at 92%?
A consultant's availability status remains "Partially available" despite a 92% occupancy rate when the agency parameter *Full-time occupancy threshold* has been set by your administrator to a value higher than 92% (e.g. 95%), whereas it is set to 90% by default.
Does a non-billed internal project make the resource unavailable?
A non-billed internal project, which is not set as an "Bench period" internal project, makes the resource unavailable because an internal project by default counts as occupancy for the employee. However, if the internal project is explicitly tagged as "bench period", the system does not take this assignment into account and the resource remains available.