When you select the Add Calendar option, a screen opens where you can submit a calendar request. A calendar is a scheduled activity, typically nonproductive, where an employee is not clocked in and working (for example, vacation, sick, jury duty, or bereavement).
To enter a calendar, complete the following steps:
Tip: To submit similar calendar requests for multiple days, use the Monthly View screen. For more information, see Submitting a Calendar (Time Off) Request for Multiple Days.
The Time Card Screen opens.
The calendar entry screen opens.
Tip: If you are submitting time off for yourself, a Time Off informational message appears by default if other employees have overlapping time off. As you enter time or hours for the calendar entry, the number of overlapping employees updates based on these filters. Click the link in the message to show a list of the employees.
Tip: If Quick Codes have been set up for the employee, enter a Quick Code to assign the calendar to a different labor distribution.
If the calendar should be tracked for attendance purposes (for example, an excused absence), click a tracking category and select a value from the lookup table.
Add a note to provide more information about the calendar request.
The Subject and Text fields are automatically filled in. Depending on the note, you may still be able to edit these fields.
Warning: If you want to create a schedule entry from this calendar, do not save the record until you complete the Pending or Published calendar screen. For more information, see Entering a Pending or Published Schedule.
Note: Depending on the roles assigned to the employee, a supervisor may need to approve the request.