How Do I Configure a Work Schedule?
The system offers a scheduling feature that allows you to create work calendars applicable across multiple modules, including Audits, Employee Safety Interventions, and Employee Check Sheets. Events are displayed on an annual calendar and are color-coded for easy identification. You can also add 'Out of Office Days' to existing Work Schedules, and set recurring events, which will automatically appear on the calendar. Integrating work schedules into the relevant modules helps streamline event planning and improve overall organisation.
To Configure a Work Schedule:
- On the left column, go to Settings and click Work Schedules.
- Click +New Work Schedule.
- Enter the Name and Description of the Work Schedule.
- Tick the box if it is a Default Work Schedule - this will be the default company work schedule for all time-based operations, unless a specific schedule is set for each entity.
- Click Save & Submit.
To Add Out of Office Days to a Work Schedule:
- On the left column, go to Settings and click Work Schedules.
- Click on the relevant Work Schedule.
- Click New Out of Office Day.
- Enter the Title and Description.
- Select a Color.
- Enter the start and end date - this is the date the event will start and end.
- Select the Recurrency from the dropdown options - this indicates a base pattern for how the event will repeat.
- Click Save & Submit.