Add Calendar

A Calendar is a scheduled activity where the employee is not clocked in and working. Some examples of calendar entries are vacation, sick, or jury duty.

The Add Calendar button opens a screen to enter information for an employee calendar entry. Authorized users are able to add, edit, view and/or delete records from this screen. Depending on the access role of the user, these transactions may need to be approved by a supervisor before they are in effect.

Click on the following links for more information on entering calendars:

• Entering a Calendar (Time Off) Entry Through the Add Calendar Screen steps are used with the Transaction List.

• Entering a Pending/Published Schedule (via the Add Calendar Screen) steps are used to include this calendar entry in the Scheduled screen.

Authorized users are able to add, edit, view and/or delete records from this screen. Depending on the access role of the user, these transactions may need to be approved by a supervisor before they are in effect. Click on the links below for more details.

Action Buttons

The following action buttons are available when adding a calendar:

Calendar

The Calendar button opens a screen to add information to create a calendar entry.

• When creating a calendar in the employee record, the Calendar button is defaulted and the resulting Edit Employee Calendar screen is open.

  Note  

  For more information, see Steps for Adding a Calendar Entry via the Add Calendar screen.

• When creating an employee schedule record in the Schedule screen, either the Pending or Published button is defaulted and the related screen is open. Click on the Calendar button to open the screen to also create a Time and Attendance calendar.

  Note  

  For more information, see Steps for Adding a Calendar Entry via the Schedule Screen.

Pending

The Pending button opens a screen to add an employee schedule to the schedule screen for this calendar entry This schedule will be entered with a status of Pending.

To publish this schedule, click on the Published button and then save the record, or use the Publish Schedule wizard to publish multiple records.

• When creating a calendar in the employee record, the Calendar button is defaulted. Click on the Pending button to add an employee schedule to the Schedule screen or on the Published button to add a published schedule.

  Note

  For more information on adding a Pending schedule from the Add Calendar screen, see Steps for Adding a Pending/Published schedule via the Calendar Screen.

• When creating an employee schedule record in the Schedule screen, either the Pending or Published button is defaulted and the related set up screen is open.

  Note  

  For more information, see Steps for Adding a Pending/Published schedule via the Schedule Screen.

Published

The Published button opens a screen to add an employee schedule to the schedule screen for this calendar entry. This schedule will be entered with a status of Published.

To publish a pending schedule, open the record, then click on the Published button and save the record, or use the Publish Schedule wizard to publish multiple records.

• When creating a calendar in the employee record, the Calendar button is defaulted. Click on the Published button to add a published employee schedule to the Schedule screen or on the Pending button to add a pending schedule.

  Note  

  For more information on adding a Published schedule from the Add Calendar screen, see Steps for Adding a Pending/Published schedule via the Calendar Screen.

• When creating an employee schedule record in the Schedule screen, either the Pending or Published button is defaulted and the related set up screen is open.

  Note

  For more information, see Steps for Adding a Pending/Published schedule via the Schedule Screen.