🤖 This article was translated by AI.
Quickly identify your consultants who are available or soon to be available, without manual entry or export. Ideal for prioritizing your replacement 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 card.
What does this badge contain and what is it used 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 entire occupation of the resource: signed assignments, forecast assignments (unsigned), part-time services, leaves and scheduled departure. It helps you to:
Anticipate end of assignments and prepare repositioning;
Distinguish certain availability from availability linked to forecast assignments;
Identify ongoing assignments that have not yet been signed.
Important points
Advanced and Enterprise plans: the Avail. column in the Resources view relies on the badge calculated automatically. The field in the resource card (Information tab) remains visible and editable (click the lock 🔒 to unlock it), but it is not taken into account in the badge calculation.
Core and Legacy plans: the automatic badge is not available. Availability is still managed via the field in the resource card, which is updated only based on signed services.
The "Stage" field
Do not confuse the availability badge and the resource Stage field:
the availability badge is calculated automatically from assignments, leaves, and departures. It is authoritative for staffing;
the Stage is filled in manually and reflects the HR situation of the resource (future arrival, in integration, future departure, etc.).
Mapping of statuses and automated assignment rules
The status is calculated automatically from only two data points: the consultant's occupation (does he/she have an active service?) and his/her availability date.
Good to know!
This status applies only to your billable resources, whether internal or external.
Status matrix
On assignment: The resource is occupied full time beyond the anticipation horizon (45 days by default, adjustable).
Soon on assignment: about to start an assignment (signed or forecast) below the threshold (45 days by default, adjustable)
Soon available: end of assignment or return from leave scheduled below the threshold (45 days by default, adjustable)
Available: The resource has no occupation today, or its next assignment or leave starts beyond the anticipation horizon. (45 days by default, adjustable)
Partially available: staffed at an occupation 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 displayed in the badge subtitle corresponds to the end date of the current service, 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 occupation 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, the actual occupation always takes precedence over the availability date for status calculation.
Configuration of resource availability
Status calculation is based on two major configuration variables, defined by legal agency (Administration>Legal Agencies>Relevant Agency>Advanced Configuration>Resource Availability Settings):
Anticipation horizon for availability: 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 occupation threshold: Set by default to 90%. It defines the occupation rate from which a collaborator is considered fully occupied.
Special case of internal projects
For internal projects, they count towards availability only if they are configured as internal and not as bench period.
In Administration>Global Settings>Opportunity Projects, set the "type" to "Internal Project".
If you check "Bench period" in addition to "internal project", then services on projects of this type will not be counted in the availability badge calculation
If you do not check "Bench period" in addition to "internal project", then services on projects of this type will be taken into account in the availability badge calculation
Example:
Here, projects of type "R&D" will impact availability and thus the availability badge because only "Internal Project" is checked.
Projects of type "Sponsorship" 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 occupation threshold of 90%).
Situation 1: Resource occupied full time today
Situation | Badge | Subtext |
Signed assignment, end beyond 45 days | On assignment | Available on DD/MM/YY |
Signed assignment, end within 45 days | Soon available | Available on DD/MM/YY |
Signed assignment followed by a forecast assignment, end beyond 45 days | On assignment | Available on DD/MM/YY (forecast) |
Signed assignment followed by a forecast assignment, end within 45 days | Soon available | Available on DD/MM/YY (forecast) |
Situation 2: Resource occupied part time today
Situation | Badge | Subtext |
Signed assignment part time | Partially available | Available 100% on DD/MM/YY |
Signed assignment part time followed by a forecast assignment | Partially available | Available 100% on DD/MM/YY (forecast) |
Situation 3: Resource without occupation today
Situation | Badge | Subtext |
Signed assignment starting within 45 days | Soon on assignment | Starts on DD/MM/YY |
Signed assignment starting beyond 45 days | Available | Until DD/MM/YY |
Forecast assignment starting within 45 days | Soon on assignment | Starts on DD/MM/YY (forecast) |
Forecast assignment starting beyond 45 days | Available | Until DD/MM/YY (forecast) |
On leave, return within 45 days | Soon available | Available on DD/MM/YY |
On leave, return beyond 45 days | Not available | Available on DD/MM/YY |
No assignment, no leave | Available | Since DD/MM/YY |
Future arrival, arriving within 45 days | Soon available | Arriving on DD/MM/YY |
Future arrival, arriving beyond 45 days | Not available | Arriving on DD/MM/YY |
Situation 4: Resource with a scheduled departure
A scheduled departure caps the display of availability:
If the resource is released before its 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 mention Departure on DD/MM/YY on the second line.
If the resource is released after its departure date: The badge switches to Not available and the subtext only displays Departure on DD/MM/YY.
Beyond the status labels, understanding the graphical signals and tooltips allows you to analyze the situation of employees with accuracy.
Using quick filters and operational view
Quick filters in the Resources view allow you to manage staffing with a single click without configuring complex searches. Positioned above the resource list, these interactive counters provide immediate insight into mobilizable 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.
Consultants soon available: Identifies employees with the Soon available status (upcoming end of assignment, imminent return from leave or arrival scheduled before the end of the anticipation horizon).
When you click on one of these two counters, Boond automatically applies the following filter combination in the view:
Availability: The status corresponding to the selected counter (Available or Soon available).
Type: Automatic selection of the categories Internal Consultant and External Consultant.
Stage: All administrative stages are considered, except for the Exit stage.
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 observe the following elements:
Each employee displays a color badge corresponding to their automatic availability status.
Below the status badge, a date is visible: it corresponds either to the end date of the current service/absence, or to the availability date if it has been manually forced.
How to display availability without forecast assignments?
By default, the badge includes forecast assignments. To consider only signed assignments:
In the Resources view, click on Display Options in the Filters block
Uncheck Include forecast
This option is also available from the filter modal, in the Display Options section.
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
Analysis of visual indicators
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 distinct lines:
Icon ⚠️: ongoing assignment not signed
If today's occupation is based on a forecast (unsigned) assignment, a ⚠️ icon is displayed above the subtext, regardless of status. On hover:
Advanced calculation rules
Leaves: Unrejected absence requests are systematically counted as full occupation in badge calculation, regardless of type (Paid Leave, Compensatory Time Off, 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 constitutes an occupation. However, an internal project explicitly tagged bench period is ignored by the calculation and the resource retains its available status.
Displayed dates: The date calculated after an end of assignment or return from leave always corresponds to the next working day. For the arrival date of a future employee, the displayed date corresponds exactly to the announced date.
Occupation rate: Used by the algorithm to assess threshold crossings, the actual occupation percentage is not displayed on screen.
Resources without badge: For certain specific roles (non-billable resources) for which operational availability is not 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 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 Stage field in the resource card?
The difference between the availability badge and the Stage 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, whereas the Stage field is an HR data manually entered to track the administrative situation of the resource (such as a future arrival or an employee in integration).
Why does my consultant's status remain "Partially available" when they are working at 92%?
A consultant's availability status remains "Partially available" despite an occupation rate of 92% when the agency parameter *Full-time occupation threshold* has been set by your administrator to a value higher than 92% (for example 95%), whereas it is set by default at 90%.
Does a non-billable internal project make the resource unavailable?
A non-billable internal project, which is not configured as a "Bench period" internal project, makes the resource unavailable because an internal project constitutes by default an occupation for the employee. However, if the internal project is explicitly tagged "bench period", the system does not take this assignment into account and the resource retains its available status.