Edition: All products
User-level: Director and above
Previous steps: Creating staff, adding staff costs, adding staff rates
The staff calendar is where you can add your staff members weekly and daily working hours. These can be customized to each staff member and will be a record of their working week in synergy.
Where is it?
You will find the calendar once you are in a staff members profile by going to the 'staff tab > Personal > Calendar' or alternatively 'staff tab > Synergy HR > Calendar' if you have the synergy HR add-on enabled.
What is 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.
NOTE: The staff calendar is also used by the missing timesheets and leaderboard reports, to check each person has entered the required number of hours.
Why use the staff calendar?
You can use the staff calendar for any part time workers so that their true hours will be reflected in Synergy. You will want to do this so that their timesheets reflect the correct information - Especially important if you have timesheet approvals (article link) turned on
How do I use the staff calendar?
Update the working days/hours
Open the staff members record.
Go to 'staff tab > Personal > Calendar' or alternatively 'staff tab > Synergy HR > Calendar' (Synergy HR users)
Set the 'start' date for when these working hours will begin.
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.
Save.
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.
To complete this click the '...' in the top right, and select 'undo the last change'.
Once you have done this don't forget to save any changes and your staff member will be ready to enter timesheets that reflect their true working week.
Where to next?