When you select the Add Calendar option, a new calendar record appears in the Transaction Grid so that 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).
Warning: If you want to create a schedule entry from a calendar, you must enter it via the Transaction List. For more information, see Entering a Pending or Published Schedule.
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.
A new calendar record appears in the Transaction Grid, indicated with the New Transaction icon and the Calendar icon.
Tip: Press TAB to move to the next cell. Press SHIFT + TAB to move to the previous cell.
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 list.
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.
Note: Depending on the roles assigned to the employee, a supervisor may need to approve the request.