Calendar

Calendar View

To access the Calendar, click on the 'Calendar' tab.

The Calendar provides a visual reminder and quick access to payroll events, tasks and leave:

The User can see: 

• Key Payroll dates​: for each Pay Run and also for UK wide deadlines

• Tasks (their own individual tasks and also their team tasks)

• Events (including planned Absences, whether that be their own or for their team)

The Calendar may also be populated with individual and/or Company Events as required.

The 6 key Calendar views are as follows:

• My Events

• My Tasks

• My Team Tasks

• UK Payroll Calendar

• Payroll Dates

• Team Absences

Click here to see how these views are set up.

Calendar Navigation

Use the arrow buttons to move from one period view to the next i.e. this week to next week, this month to next month.

To change the period view click on the drop down to the left of the New Event button:

This allows the view to be changed to 'Day', 'Week' or 'Month'. There is also an alternative List view which shows all records in list as opposed to calendar format.

If you wish to see what events or tasks are scheduled for today click on the 'Availability' option e.g. which team members are out of office today. This can be done for all calendars or instead only incldude those that are to be checked i.e. hide those that are not relevant by clicking on the colour box to the left of the relevant calendar.

Setting Colour and Texture of Calendar Tasks and Events

The colour and background texture of each can be amended by editing each individual calendar.

Under 'My Calendars' or 'Other Calendars', click on the down arrow and select 'Choose custom colour':

Click on one the standard colours shown.

Alternatively, to get an exact colour match or to change the background texture click on 'Select Custom Colour':

Select a colour or if known enter the Hex code.

Click the Save button

Set Up Calendar Views

Setting up calendar views