The company calendar lets you manage and inform your company about important events like holidays, special occasions, and paydays in ExakTime Connect.
Events entered into the Company Calendar will not appear on pages such as the Timecards, Timesheets, or Time Off, except in the Scheduler menu when scheduling employees. The Scheduler menu will show holidays and special events in the Scheduler calendar for increased visibility and to minimize scheduling conflicts.
Events for the Company Calendar can also be created when using "Company Time Off", allowing you to submit bulk time off requests and create company events, such as for holidays. If the event was added through the "Company Time Off", it will not show a warning by default when an employee submits an overlapping time off request.
Permission for Company Calendar
Administrators will automatically have permission to the 'Company Calendar' page, while other security roles must be granted permission to view or edit the company calendar. For steps to enable permission for users, you can expand the section below.
- Go to Manage and click Security Roles.
- Click the ExakTime Connect tab.
- Select an existing security role or create a new role.
- Scroll down to the 'Company Administration' section and enable the appropriate permissions.
- Save your changes. For assistance with assigning their ExakTime Security Role from within their Employee profile, you can refer to the following dedicated article.
To learn more about ExakTime Connect security roles, you can refer to the following dedicated article.
Using Company Calendar
The company calendar will provide an overview of special events, holidays, and more.
- Go to Manage and click Company Calendar.
Creating an Event
- Click the field/square for the given day.
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Set up the event with the provided fields:
- Title - (Required) The title of the event to appear on the calendar.
- Type - If the event will be a Holiday, Special Event, or Pay Day.
- All Day Event - Use the checkbox if it is an all-day event.
- Event Start/End - (Required) Specify the start and end dates for the event.
- Repeat - Specify if the event should repeat. Your selection of how often to repeat will show additional options such as every other week, the first day of the month, etc.
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Warn employees when requesting time off on these date(s) - If enabled, will warn employees and supervisors when requesting time off that overlaps with a company calendar event.
- The requester can still submit a time off request that overlaps with a company calendar event, but an exception will appear for approvers.
- Event Color - While the event types have a default color, the event color can be changed to easily see events at a glance.
- Save your event. The holiday/event will be added to the company calendar.
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The holiday will also appear on the scheduler calendar and will trigger a warning when scheduling conflicts.
Warnings
If an event is set to display a warning if a time off request overlaps, it will display a warning like below.
Summary of Events
A summary of company holidays or special events can be found by clicking the respective links at the top of the page.