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Calendar Event Setup - create a group and add dates

Who this guide is for: System administrators – Requires ‘System Admin’ role and Global Rota Setup permission


Overview:
This guide explains how to add new Calendar Events—such as training days or conferences—to your users’ calendars without blocking absence requests.


How Calendar Events Works:
Calendar Events place a small triangular marker on specified dates in user calendars (e.g. company-wide deadlines, workshops). They are purely visual and do not affect leave entitlements or booking rules.


How to Set Up Calendar Events:

  1. Go to Admin tools > Admin panel > Global > Calendar > Calendar Events.
  2. Click + Add New at the top of the page.
  3. Enter a Name for the event type and choose a Calendar Colour.
  4. Click Save at the top of the page.
  5. Under Event Occurrences, click + Add New.
  6. Enter the Date (DD/MM/YYYY) and optional Name for the first occurrence.
  7. Select whether the event is a Full day, Part day, or a Custom time period.
  8. Click Save or Save and add another to add more dates.


Additional Information:

  • Calendar Event Group: The event type under which occurrences are listed.
  • Requires ‘System Admin’ role and Global Rota Setup permission.
  • Save buttons are at the top of Global pages.
  • Tip: Use the search function within the platform to quickly find Calendar Events.
  • Reminder: Calendar Events do not block absence booking on those dates.

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