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Tuesday, 13 October 2009

Setting up calendars and adding company events

LeaveWizard provides the ability for an administrator to configure any company events so that employees are aware of these events and can make informed decisions about their holiday requests, this would include days such as bank holidays or Christmas shut down periods where it may not be possible for an employee to book those days off.

How do I set up standard events and company-wide calendars?

First you need to be logged in as an administrator user. Then please follow these steps:

1. Navigate to the correct page by following the ‘Administration’ link from the left sidebar and then choosing ‘Setup Calendars’ from the administration dashboard, as shown in the screen shot below.

SetupCalendars

2. You will now see a list of all currently available calendars – by default this list will be empty. Click the ‘New Calendar’ link and you will be presented with the below Calendar Details screen.

Calendar Details

3. The Calendar Details screen allows you to give the calendar a name and a description and then also define the events that should be included in the calendar.

4. It is also possible to add a group of events from a template of existing events using the template events drop down list. This provides a list of all available calendar templates, which is currently limited to UK public holidays for 2009/10 and 11 but we shall be adding new templates as and when required. Simply select the calendar template you wish to apply the events from and then select the “Add Template Events” button.

By default, any company event will not be included in the calculation of an employee’s remaining allowance so if an employee accidently includes an existing company event in their holiday booking, the value will not be included in their remaining allowance calculation.

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