Add & Edit Events
You can add and edit appointments, or events, to your HR Manager calendar.
How to Get Here
Open HR Manager Calendar - Employee Information ribbon bar >
Calendar. (See "HR Manager Module" for details about opening your HR Manager module.)
Use This Feature
Add Appointments - Click
Add to Calendar from the calendar ribbon bar, or double-click an empty time slot on your calendar, to create a new appointment. Then complete the appointment details.
Edit Appointments - Double-click an appointment, then change the details, described below. If you double-click an appointment that is set to recur, you must choose whether to edit the individual appointment or the entire series. You cannot change the employee associated with a scheduled time-off request, but you can change all other details. In addition, employee birthdays and anniversaries cannot be changed from the calendar: That information must be changed in the associated HR Manager employee record.
Appointment Details - Only appointments you have scheduled with the HR Manager calendar can be edited from this calendar: Employee anniversaries and birthdays must be changed from the HR Manager employee record.
Appointment Actions - Use the ribbon bar at the top of the editing window to further define the appointment.
More Information
Absence / Time-Off Requests - Staff absences and requests for time-off should not be added to the calendar as scheduled events. Instead, use the Request Time Off option of the HR Manager calendar ribbon bar
Drag & Drop Events - You can click and drag an appointment you have created from this calendar to any other visible date and time. So, when you view the calendar in Day mode, you can only move appointments from one time slot to another. However, when you view the calendar in Week or Month mode, you can drag an appointment to any time slot on any visible date.
HR Manager Appointments - Appointments you schedule with your HR Manager calendar appear in your Office Calendar, and optionally in the Notes section of your Grid Bar.
Save and Close to add your appointment to the calendar, along with any changes you have made.
Delete to remove the appointment from your calendar. If the appointment is set to recur, you can only delete it if you have selected to open the entire series.
Recurrence to schedule the appointment at regular intervals.
Status, then select the appropriate response. The appointment status indicates whether the event is tentative, or whether the staff responsible for the event is busy, out of the office, or free during that time period. Only users with full access security rights to the HR Calendar can change the event status. The status of an appointment is indicated by the pattern that appears at the right edge of the appointment when viewed in Day or Week mode.
