Team Calendar
Usage
Use this window to view time and attendance information of your subordinates.
The window is divided into 3 main sections:
Header
The header contains settings responsible for determining what
information you will see:
- What time period the calendar displays (adjustable in the Period
area)
- What wage codes and absence types are displayed and how they are
presented (adjustable in the Template area but defined in the
Team Calendar Setup).
- What subordinates you can see (adjustable in the Subordinates
area).
- What schedules are displayed (adjustable in the Schedules area).
- How big do you want to make each calendar day (adjustable in the Zoom
area).
Selection Filters
The filters area, located at the bottom of the window, contains tools used to
select who you will see. It contains tabs which are used to prepare a
selection of employees that will be then displayed by the calendar:
- Organizations tab contains the organization tree with all
organization units where your subordinates are assigned.
Note: You can see organization units where you have no subordinates.
This is due to the tree showing the entire branch leading down to the units
you can access.
- Positions tab contains the position structure with all
positions held by your subordinates.
Note: You can see positions you do not have access to. This is due to
the tree showing the entire position branch which leads down to your
subordinates.
- Schedules tab contains all schedules assigned to your
subordinates.
- Jobs tab contains all jobs held by your subordinates.
The tabs display sets of your subordinates grouped by different attributes.
Selecting employees from a single set (e.g. Jobs) will cause employees to be
included in a selection group.
However, if you use a different set, e.g. Positions, only employees belonging to
both sets will be included in employee selection. Thus, using more tabs
narrows the amount of employees who meet the specified criteria.
Display Area
Located in the middle of the window, the display area contains the calendar
itself. The list of employees selected via selection filters is located on the
left, and their time and attendance information are presented to the right.
If you look at a calendar day, following information can be viewed:
- The top of the day is reserved for absence information. Three layers of
the same color represent absences of the same display group divided
according to their state (Planned, Requested, Registered).
Whole day absences are marked with a white dot. In case of absences spanning
several days, a dot on the left means that the absence period starts on a
whole day. A dot on the left side means that the last day of absence is a
whole day.
- The bottom of the day is reserved for wage code information.
- A red dot at the bottom of the calendar day informs about a deviation
day (a deviation from employee's standard working hours schedule).
- Colors of the calendar are explained in the legend, available via
right-clicking the header and clicking Legend View.
Following right-click actions are available in the window:
- Additional Configuration- shows/hides the additional
configuration options for the calendar.
- Employee - Opens up the Employee window for the
selected employee.
- Time Card Day - opens the Time Card - Day window,
Result tab for the selected employee and day.
- Time Card Week - opens the Time Card -Day window
for the selected employee and week.
- Absence - Opens the Absence window,
Absence Registration tab for the selected employee.
- My Absence Calendar - opens the My Absence Calendar
window for the selected employee.
- Collapse All Groups - collapses employee groups displayed in the
calendar.
Note: Employees are grouped by their company assignment.
- Expand All Groups - expands all employee groups displayed in the
calendar.
- Search in Context... - opens up the Team Calendar Search
dialog box, where you can query for specific information out of what is
already displayed by the calendar.
- Sort By - mouseover to show additional actions
- Emp No - Sort displayed employees by their employee
identifier.
- Emp No (Descending) - Sort displayed employees by
their employee identifier.
- Emp Name - Sort displayed employees by their name.
- Emp Name (Descending) - Sort displayed employees by their
name.
- Refresh Employee Data - Refreshes displayed information about the
selected employee without the refreshing the entire calendar.
- Print - mouseover for additional actions
- Print - prints the contents of the calendar according to the
selected method.
- Print Preview - opens a preview of what will be printed. The
preview allows to modify the look of what will be printed.
- Page Setup - opens settings that allow for modification of
the printout.
- Print Setup - opens settings that allow to select the default
printer.
- Export Graphics - exports the calendar in form of a picture
(.PNG)
- World View - opens an overview of the entire calendar.
- Legend View - opens the legend for the calendar where all the
colors are explained.
For the description of each tab in the window, follow the appropriate link:
Organizations,
Positions,
Schedules,
Jobs
Activity Diagrams
Register
Absence Plan
Register
Absence Request
Schedule Employee
Query Time and Attendance Information
Activities
View Employee Time and Attendance Information