Setting up the Team Calendar
Setup Admin -> Modules -> Notifications & Rules -> Team Calendar
Default calendar Access
There are 2 default settings for managing employee access to your Team Calendar:
View all departments in the company
View only own department in the company
π The default settings can be overridden via the individual employee's calendar access setting on the employee's master data card.
Calendar Groups
The default settings for managing calendar access can be further targeted through the creation of calendar groups.
There are 3 calendar group tags that can be used to target access to your Team Calendar, in addition to the above default settings:
Office Location
Country/region/calendar Group
Group company
π We recommend using the calendar group tag if further access control is needed, as this can be created automatically.
A calendar group is created by tagging the individual employees who should be included in the group with the same calendar group tag.
And that employees' Team Calendar access is marked to include a calendar group.
For example. In the individual employee's master data card set:
Show all departments
+Show only employees tagged with "XXX"
π Calendar access can be managed globally for all new employees via the default setting. The default setting can be overridden via the individual employee's master data settings for Calendar Access.
π Employees who are set up to view all departments are shown with the icon below on the employee list under Setup admin. (The icon is not displayed for employees who only have access to see their own department)
βΉοΈ The calendar group tag "Country/region/calendar Group" can be created automatically via integration with your Microsoft Active Directory. Read more here
GDPR Settings
There are 3 settings for viewing absence reasons and event names:
Show leave & absence reason and event names in the past and future.
Show absence reason and event names from today and future.
Anonymize the leave & absence reason.
When choosing the anonymize setting, the leave & absence reasons are displayed according to the registration type's presence status. For example:
Vacation, holiday, sick days, leave, etc. are displayed as "Out of office"
Working from home, course, business trip are displayed as "Working elsewhere"
On-call duty, evening shift, support duty, etc. are displayed as "At work / roster"
π Regarding presence status:
Your own registration types, such as; Working from home, Fixed day off, On-call duty, etc. presence status must be chosen when creating the registration type to get the registration into the Team Calendar with the correct status:
Absence has the standard presence status "Out of office" in the Team Calendar.
When choosing the setting to show the absence reason, the registration type name and color code are displayed:
Notes
Notes created in connection with the following registration types are not displayed in the Team Calendar:
Vacation
Other vacation
Sick
Child sick
Other leave
For own registration types, it can be chosen on the individual job code whether notes should be displayed and shared in the Team Calendar:
Display of Official Working Hours
If your employees' official working hours and possibly also breaks are set on your policies or the individual employee's master data card with a start and end time per working day - then the official working hours and breaks can be displayed in your Team Calendar's day view and week view:
Display of Weekends
Display of weekends in the Team Calendar is controlled by the individual employee's policy. By default, the weekend is connected with Saturdays and Sundays as none working days.
But it can be changed if your employees work on weekends and the weekend days should be included in the vacation statistics.
Display of Birthdays & Anniversaries
π If show anniversaries and birthdays is activated, the special days are marked for the individual employee as an all-day event in the Team Calendar:
βΉοΈ Birthdays and anniversaries are only displayed for the active calendar year. Which means you can't see birthdays in future or past calendar years.
βΉοΈ The display of birthdays can be supplemented with a birthday notification to the approver.
The Shared Team Calendar vs. Approver's Team Calendar
The Shared Team Calendar only shows:
absence (sick day, vacation, other vacation, time off, other leave types)
custom registration types (working from home, fixed day off, on-call duty)
time registrations or flextime that is checked in (is active) (when checked out, the registration is no longer displayed)
In the approver's Team Calendar, the following are additionally displayed:
Time registrations
Overtime
Flextime registrations
π The approver can approve and delete registrations from their Team Calendar