The Calendars feature is used to display different types of data in a calendar format for a defined period of time.
You can access the Calendars feature from the menu in the drop-down Header pane. It can also be accessed from the Menu and Shortcuts widgets which may be displayed on your Dashboard.
Your Calendars for a default period of time will be displayed, with the top calendar being displayed by default. For example:
The Calendars available to you will be created by your Supervisor and are available to select in the left-hand pane. In the above example, a calendar has been created called 'Clockings' to include the Data Types: Clockings, Processed days, Absence and Worked hours.
Note: Supervisors accessing group calendars will also see the employee ID and name for identification purposes. The example below shows this with multiple employees' clockings. |
The default view for the previous calendar was a week. Each weekday is displayed as a column on the screen and the rows are in periods of 60 minutes. Days with a light-yellow background are processed days and those with a white background are non-processed days. Different types of absences are marked by their Absence codes, for example 'L' for lateness. Worked hours are also marked by their Worked hour code, for example 'BH' for basic hours. Both codes are displayed as coloured blocks in the top header row in the relevant days. Finally, Clockings are displayed as coloured blocks in the relevant days, with blue blocks for 'TAS', red blocks for 'Out' and green blocks for 'In', positioned in the row to represent the time of clocking.
Note: your system administrator defines the colour key of the Calendars, Absence codes and Worked hour codes and so yours may be different from those displayed here. |
If you wish to find out further information about the Data types for a single day or over a certain date range, you can click and highlight the days and more details will appear in the right-hand pane.
If different layout options are available for your selected calendar, you are able to change the layout and what is displayed in the calendar using the options in the left-hand pane.
Note: your Supervisor defines what calendars will be available to you and the Data types they contain, so your Calendars may be different from those displayed here. |
If no calendars have been created by your Supervisor or you do not have access to any calendars, the following message will display:
Click Close in the left-hand navigation pane to return to the Dashboard.
Click on a day in a calendar to select it. You may also select a block of days by clicking on the first day and dragging the cursor to the end day. The selection will be highlighted with a light blue background and further details of what is happening in the date range are displayed in the right-hand Details pane. Below is an example of a day being highlighted in the 'Clockings' calendar:
Note: different Data types will display different details in the right-hand pane |
If nothing has been selected from a calendar, 'Nothing to display' is shown in the right-hand pane when the ... is clicked in the top-right corner. For example:
Click Close in the left-hand navigation pane to return to the Dashboard.
The Calendars feature is used to view calendars created by your Supervisor that display different types of data. The following are examples of Data types that can be displayed in a calendar:
Jobs — a job department or role assigned by your Supervisor
Notes — notes that have been added by your Supervisor for a specific date
Out of scope — the days backgrounds will be highlighted dark grey when the Employee is not working for the company (not started yet or has left) or highlighted light grey if the Employee works for the company, but not in one of the selected departments or groups
In addition to the Data types displaying in a calendar, some have further actions available in their colour coded box in the right-hand Details pane when highlighted. For example:
The following is a list of further actions available and what Data Type they appear in:
Note: the 'Shift cover' preference has to be enabled for you by your system administrator for it to appear as an action. |
Your system administrator can create a custom calendar to display certain totals in the grid or timeline layout. This is dependent on what data type has been set up to be displayed. The following data types need to be used to display calendar totals:
A custom calendar using this data type will have totals based on Shift standard hours:
Note: available on calendars with an absence data type
Note: available on calendars with shift and absence data types
Note: available on calendars with shift and absence data types
A custom calendar displaying a Work record data type allows you to view costing totals using Work records:
Note: if you have access, your pay is defined in the Pay details section in your Employee panels. |
Below is an example of a custom calendar (called Work planner) with a Work record data type displaying the totals for an Employee: