Calendar option

Karishma Updated by Karishma

A number of options are available in the Calendars feature and other T&A 8 features that use a calendar format. A number of quick actions are available in the top-right corner. For example:

The icons in the previous examples are:

  • Colour key — opens the colour key for the current items in the calendar.
  • Time toggle — a drop down list to display your rows in different durations of time. Note: only available in the day or week layout
  • Add — you can book an absence for the highlighted day or date range and add your Availability after the cut-off day. Note: only available if Absence or Availability is used as the Data Type for the calendar.
  • Date picker — a pop-up window will open, enter a date and click  Submit  to display the calendar with that date within the period
  • Navigational arrows — click the Previous or Next buttons to display your calendar for the previous or next period

Additional quick actions are available depending on the layout of a calendar or what feature you are currently on:

  • Filter — available on features where a filter can be applied. Clicking the icon opens a pop-up with the option to select and apply filters to the page
  • Cell width — a drop down list to change the cell widths to small, medium or large. Note: only available in the grid or timeline layout
  • Period — a drop down list to change the period of time the calendar displays to a day, 1 week, 2 weeks, 4 weeks or a month. Note: only available in the grid or timeline layout

Calendars (Calendars feature only)

The left-hand pane contains different calendars to select:

Selecting a calendar displays it in the main window.

Note: your Supervisor defines what calendars will be available to you and the Data types they contain, so your Calendars may be different from those displayed here.

Layout options

The left-hand pane contains options to change the layout of the calendar:

The Layout option changes the period of time the calendar is displayed in.

Note: the Supervisor defines what layouts are used for each calendar and certain T&A 8 features that use the calendar format will be limited to what layouts are available.

Agenda

The 'Agenda' Layout only displays the date and the details of what has happened or has been planned for that day.  The 'Clockings' calendar used for the below example uses the Data types: Clockings, Processed days, Absence and Worked hours:

The view covers a full month period and the days are displayed cascading down the page. The agenda view is minimalistic and perfect for viewing on smaller screen formats such as a tablet.

Week and Day

The 'Week' and 'Day' Layouts have the days of the week in the columns and have hourly time slots for the rows. In the 'Clockings' calendar, the days that are processed are highlighted light yellow and the non-processed days are highlighted white. Absence and work codes are displayed in the top bar for specific days. For example:

Month

The 'Month' option lays out the calendar with weekdays in columns and full weeks in rows. The 'Rostering availability' calendar used for the following examples uses the Data types: Availability, Rostered days and Processed days. The days that are processed are highlighted light yellow and the non-processed days are highlighted white. The days that are rostered are highlighted light blue and the non-working days are highlighted white. For example:

Note: you can change to a larger period range by clicking the arrow in the top-left corner of the calendar in the previous layouts.

Year

The 'Year' option lays out the calendar with each month displayed as a row on the screen, each day of the week as a column and the days are represented by numbered rectangles. For example:

Grid and Timeline

The Grid layout has days in columns with individual Employees in the rows along with their name and Employee ID in the side header. Each cell in the grid layout has blocks of items that cover the entire width. In the below example, a calendar with the Shift data type displays a Shift block covering the width of a cell:

The Timeline layout is similar to the Grid layout but instead of the items covering the full width, each item covers the width of the cell relative to their start and end times. For example:

Note: both layouts are designed for group calendars with more than one employee to compare calendar information.

Grid and Timeline Totals

Both layouts can contain a Totals heading at the top of the Employee column. This is set up by your system administrator and clicking on the Totals headings opens up the Totals details in the right-hand pane for more information. For example, selecting the highlighted area will open up the grand total and individual day totals in the right-hand pane:

Note: the totals for an individual Employee can be viewed by clicking on the Employee ID or Name and the totals for the Employee row will appear in the right-hand pane. For example:

Note: the totals for an individual day can be viewed by clicking on the day header and the totals for the individual day will appear in the right-hand pane. For example:

Display options

The left-hand pane also contains display options:

The options available are the Data types within the selected calendar that can be displayed. The amount of instances they appear on the calendar are next to it in parenthesis. A checked box means it will be displayed on the calendar and an unchecked box means it will be hidden. The example below is how the 'Clockings' calendar displays with the Worked option not ticked:

Click Close in the left-hand navigation pane to return to the Dashboard.

Note: the small arrows next to the Layout and Display options in the left-hand pane can expand or hide them. Also, clicking in the top-left corner hides or shows the left-hand pane.

Calendar colour key

When you access the Calendars feature or any T&A 8 feature that uses a calendar format, a colour key icon is displayed at the top-right of the page. For example:

Clicking the icon opens a popup window displaying the colour key for all the items that appear on the calendar. For example:

The key shows the colour and a description for each item on the 'Clockings' calendar. Click Close to dismiss the window.

Note: colour keys for different Data types, Absence codes and Worked hours code are defined by your system administrator and so may be different from those displayed here.

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