Who this guide is for: System administrators – Requires 'System Admin' role and Global Rota Setup permission
Overview:
This guide explains how to edit an existing date within a Custom Days group—for example, if a company shutdown date needs to be renamed or its duration changed.
How Custom Days Work:
Custom Days are fixed calendar dates applied to user calendars for events like shutdowns, non-working days, or training days. They are grouped for easier management and can optionally deduct from entitlement. You can edit a date if the details were entered incorrectly or have changed.
How to Set Up Custom Day Edits:
- Go to Admin tools > Admin panel > Calendar Elements > Custom Days.
- Find the Custom Days Group you want to change and click the Days button on its row.
- Locate the date you want to edit and click the Edit button on its row.
- Update the date, name, or duration as required.
- Click the Save button at the top of the page.
Additional Information:
- Custom Day: A fixed date added to user calendars, e.g. bank holidays or company-wide closures.
- Custom Days Group: A collection of custom dates assigned to relevant users.
- Requires 'System Admin' role and Global Rota Setup permission.
- Warning: Edited custom days will immediately reflect on all users linked to the group.
- Tip: Use clear names (e.g. “Christmas Shutdown”) to ensure visibility in user calendars.
- Use the search function within the platform to quickly find features or settings.