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.

The steps for submitting a calendar depend on whether the user has selected to display the Transaction List view or the Transaction Grid view.

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 when the Transaction List view preference was selected.

• Entering a Calendar (Time Off) Entry Through the Transaction Grid steps are used when the Transaction Grid view preference was selected.

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

  Note:  

  Schedule information cannot be added if the Transaction Grid view is being used. To open the Add Calendar screen, close the grid by opening any other employee screen from the options in the left pane. Then click on the Add Calendar button again.

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 Time and Attendance 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.