Adding and Modifying a Calendar Event

Scheduling+ allows you to create and manage calendar events directly from the Manage Schedule screen across Day, Week, 2 Weeks, and Month views.

Calendar events help you communicate important store events such as:

• Holidays
• Announcements
• Blackout Days

Blackout Days prevent employees from requesting time off.

This article covers:

• Understanding Calendar Event Labels
• Using Day View
• Using Week View
• Using 2 Weeks View
• Using Month View
• Add or Modify Events from Store Settings

Understanding Calendar Event Labels

Calendar events display with a standardized label format:

• Holiday – H Event Name
• Announcement – A Event Name
• Blackout – B Event Name

The label begins with the first letter of the event type, followed by the event name.

Note:

• Events display using the color selected during creation.
• Blackout and Holiday events cannot be created for the same date.

Using Day View

Day view displays a single date and includes Day and Night sections.

Day view displays:

• If multiple events exist, they appear stacked.
• Hovering over the stack expands all events in a compact list.
• From the expanded list, you can:
  
  • Review events
  • Edit events
  • Delete events

Add a Calendar Event in Day View

To add a calendar event:

1. Select Scheduling > Manage Schedule.
2. Select Day from the View Selector drop-down menu.
3. Go to the desired date.
4. Select the calendar event icon in the date header cell in the Employees column.
   
5. Enter the following information:
   • Name
   • Start Date
   • End Date
   • Color
   • Type (Announcement, Holiday, Blackout)
   • Location
   • Message
   • Is Recurring? - select the checkbox if applicable, and enter additional details required.
6. Select Save.

The event appears below to the Day/Night toggle using the correct label format.

Using Week View

Week view displays seven days with employee rows.

What You See in Week View

• Events appear under the appropriate date header.
• Labels follow the format:
  • H Holiday
  • A Announcement
  • B Blackout
• A circle indicator under each date header shows the number of scheduled employees.
  
• If a Blackout Day is created, a black line appears under the shift tiles for that date.

Add a Calendar Event in Week View

To add a calendar event:

1. Select Scheduling > Manage Schedule.
2. From the View Selector drop-down menu, select Week .
3. Go to the desired week.
4. Hover the date header cell in the day column. The calendar event icon displays.
   
5. Select the Calendar event icon .
6. Enter the required details.
7. Select Save.

The event appears under the corresponding date.

Using 2 Weeks View

The 2 Weeks view displays a 14-day period.

This view behaves the same as the Week view, with additional date columns.

What You See in 2 Weeks View

• Events appear under their respective date headers.
• Employee headcount circles display under each date.
• Blackout Days display a black line under shift tiles.
• Events follow the same label and stacking rules as other views.

Add a Calendar Event in 2 Weeks View

1. Select Scheduling > Manage Schedule.
2. From the View Selector drop-down menu, select 2 Weeks.
3. Go to the desired date range.
4. Hover the date header cell in the day column. The calendar event icon displays.
   
5. Select the Calendar event icon
6. Enter the event details.
7. Select Save.

Using Month View

Month view provides a full-month layout. Each date tile displays:

• Shift timings
• Open shifts
• Time off
• Calendar events

What You See in Month View

• Events appear above the day cell.
• A circle indicator displays the number of scheduled employees near each date.

Add a Calendar Event in Month View

To add a calendar event:

1. Select Scheduling > Manage Schedule.
2. Select Month.
3. Go to the desired month.
4. Hover over the empty space on the date cell next to the head count. The Calendar event icon displays.
    
5. Select the Calendar event icon  
6. Enter the event details.
7. Select Save.

The event appears within the selected date tile.

Add or Modify Events from Store Settings

You can also manage events outside the schedule screen.

1. From the home page, select the Settings icon and select Store Settings > Calendar Events. The Calendar events screen displays.
2. Select Add Event to create a new event.
   Or
   Select the Edit icon next to an existing event.
3. Update the event details.
4. Select Save.