Add events to the team calendar

Create a meeting, training, time-off request, or an ad hoc work event from the team calendar.

Before you begin

Role required: sn_shift_planning.admin

About this task

You can create custom event types and add or remove the desired fields. For more information, see Create event types to display them on the team calendar.

Procedure

1. Navigate to All > Workspaces > Manager Workspace.
2. Click the Schedule icon ().
3. Click the Team Calendar tab.
4. Click +New.
5. Create an event.

   To	Do this
   Create a meeting, training, or time-off request.	Determine the type of event you are creating. To schedule a meeting, select Meeting. To create a training event, select Training. To create a time-off request, select Time-off. Fill in the event form. In the Title field, enter a name for the meeting. Add the required names for the event: For a meeting, in the Attendees field, enter the names of the meeting attendees. For training, enter the names of the agents to be trained in the Trainees field. For a time-off request, enter the names of the agents in the Agents field. In the Attendees field, start typing the name of each of the attendees for the meeting and select the name. In the Start date field, click the calendar icon and select the date you want to start the meeting and click OK. In the End date field, click the calendar icon and select the date you want to end the meeting and click OK. If the meeting spans for the whole day, click the All Day slider. In the Description field, enter a description for the meeting.
   Create a work shift	Click Work. In the Agents field, start typing the name of each agent to be assigned to the work shift and select the name. In the Start date field, click the calendar icon, select the date you want to start the work shift, and click OK. In the End date field, click the calendar icon, select the date you want to end the work shift, and click OK. Click the Select Shift field and select a shift.

6. Click Save.