Calendars

Calendars are visible on the Monthly View screen. They may appear as published or pending, home or alternate labor distribution, and productive or non-productive. Depending on your roles and data access, you may be able to view calendar details or to add and edit calendar requests from the Monthly View screen.

For more information about the icons and how they appear on the screen, see the Icon Descriptions section.

Note  

Since this guide is intended to explain the Monthly View screen, instructions are not provided when the system directs you away from the Monthly View screen to traditional, familiar screens or processes.

The following related topics are available:

Viewing the Monthly View Icons

Clockings

Adjustments

Unavailability

Trades

Offers

Submit a Single Calendar Request

To submit a calendar request, complete the following steps.

  1. Navigate to Employee > Monthly View.

  2. Select the appropriate day.

  3. Under Employee Actions in the left area, click Add Calendar.

    The request entry screen appears. This screen and its functionality have not changed.

  4. Enter the details of your calendar request and click Save.

    You are directed back to the Monthly View screen.

Submit a Calendar Request for Multiple, Consecutive Days

To submit the same calendar request for multiple, consecutive days, complete the following steps.

  1. Navigate to Employee > Monthly View.

  2. Select the appropriate days.

    To select consecutive days, left click the first day and drag your mouse cursor to the last day. All the days in between the first and last day will be selected and will be highlighted in gray.

  3. Under Employee Actions in the left area, click Add Calendar.

    The request entry screen appears. This screen and its functionality have not changed.

  4. Enter the details of your calendar request and click Save.

    You are directed back to the Monthly View screen.

Submit a Calendar Request for Multiple, Non-Consecutive Days

To submit the same calendar request for multiple, non-consecutive days, complete the following steps.

  1. Navigate to Employee > Monthly View.

  2. Select the appropriate days.

    To select non-consecutive days, left click on each additional day to include in your entry. Left click again to de-select a day previously selected. All days that are selected will be highlighted in gray.

  3. Under Employee Actions in the left area, click Add Calendar.

    The request entry screen appears. This screen and its functionality have not changed.

  4. Enter the details of your calendar request and click Save.

    You are directed back to the Monthly View screen.