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Setting up your staff calendar
Setting up your staff calendar

how to set up a staff members calendar

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Director, System Administrator

Previous steps: Adding a new staff member

The staff calendar enables you to set the working days of the week, and the number of hours worked per day by a staff member. This will need to be done in each individual's staff details and can't be done in bulk.

Why use the staff calendar?

  • Use the calendar tab to define which days of the week the staff member works, by entering the number of working hours against each day.

  • For each staff member that is created the default working hours are taken from the financial controls.

  • You can edit any part-time staff members to show the number of actual hours they would work per day.

  • The staff calendar is used by the missing timesheets and leaderboard reports, to check each person has entered the required number of hours.

How do I set up the staff calendar?

To update the working days/hours follow the steps below:

  1. Go to 'Organisation > Staff' and double click directly on the staff member's name

  2. Open the staff record

  3. Go to the Calendar tab under Personal.

  4. Set the 'start' date for when these working hours will begin.

  5. Enter the number of hours to be worked against each day of the week. e.g. Enter 8 hours against Monday to Friday for standard working hours.

  6. Save.

How do I edit the staff calendar?

Undo the last change

If you have updated the staff record by mistake, then use the 'undo last change' option to remove the top row shown in the history panel.

Click the page actions button in the top right, and select undo the last change.

Now that the staff calendar is set up it will ensure that the hours for working days are correct and that staff can enter the correct amount of hours against their timesheets.

Where to next?

What other features does this relate to?

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