Configure event categories

Add event categories and create or update field configurations for events in the Manager workspace.

Before you begin

Role required: sn_hr_wfo.admin

The following event category configurations are available by default:

• Actual Work
• Break
• Meeting
• On-Call
• On-Call Time Off
• Time Off
• Training
• Work

Procedure

1. Navigate to All > Workforce Optimization for HR > Scheduling > Event Categories.
2. In the Event Categories list, click New.
3. In the Name field, enter a name for the event category.
4. If you want to exclude this event category for agent coverage calculation, enable the Exclude from coverage check box.
5. In the Event field configuration dialog box, edit the following configuration as necessary:
   Note:

   You can remove any property that does not apply to a type of event.

   {
               "create": {                //Creates an event type form
                   "attendees": {         //Adds the Attendees field       
                   "mandatory": true,     //Sets this field as mandatory
                   "readOnly": false,     //Sets this field as read-only
                   "allowAllUsers": false //Allows you to only add users managed by the logged-in user; to add any user, set this value to true
                   },
                   "startDate": {    
                   "mandatory": true,
                   "readOnly": false
                   },
                   "endDate": {
                   "mandatory": true,
                   "readOnly": false
                   },
                   "additionalSelectors": [    //Add custom fields to the form
                   {
                       "fieldLabel": "Select Shift", //Name of the field that displays on the form
                       "table": "sn_shift_planning_shift_plan", //Name of the table referenced by the field
                       "field": "name", //Any field from the selected table whose display values must be shown in the custom field
                       "value": "",
                       "mandatory": true,
                       "additionalQueryString": ""
                   }
                   ]
               },
               "edit": {                    //Edit an event type form
                   "attendees": {
                   "mandatory": true,
                   "readOnly": false,
                   "allowAllUsers": false
                   },
                   "startDate": {
                   "mandatory": true,
                   "readOnly": false
                   },
                   "endDate": {
                   "mandatory": true,
                   "readOnly": false
                   },
                   "additionalSelectors": [
                   {
                       "fieldLabel": "Select Shift",
                       "table": "sn_shift_planning_shift_plan",
                       "field": "name",
                       "value": "",
                       "mandatory": true,
                       "additionalQueryString": ""
                   }
                   ]
               }
           }

6. Click Submit.