HR Calendar Guide - SalonBiz Salon...

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www.salonbiz.com HR Ca HR Calendar HR Calendars store personal activities on a tracking of time off, team holidays and HR re on HR Calendar on the Central navigation m screen. Calendars Use the button navigation at the top of the c different views. Month – view your calendar by month Week – view your calendar by week Day – view your calendar by day Prev – moves from active calendar view or day Next – moves from the active calendar v sequential month, week or day Today – moves from active calendar vie month, week or day and today is highligh Staff Navigation – view another calenda drop down menu. To quickly return to yo Calendars button. Activities 1. Click on the day of the activity. A New A displayed. 2. The Start Date and End Date were autom you chose the activity day on the calend Date if the activity is longer than one day 3. Choose the Activity Duration. 4. Complete the Activity Details by selectin the drop down list. Training activities appear in blue Sick activities appear in yellow All other activities appear in green 5. Type the details of the activity in the Des 6. Enter any additional information in the N 7. Click the Create Activity button. 8. You can edit an activity by clicking on it, then click the Save Changes button. 9. To completely remove an activity, acces clicking on it, and then click the Delete A alendar Guide calendar along with HR eports. To access, click menu on the top of the calendar to move between w to the prior month, week view to the next ew to the current view hted r by selecting it from the our calendar, click the Activity screen will be matically entered when dar. Enter a different End y. ng the Activity Type from scription field. Notes field. make the changes and ss the activity details by Activity button.

Transcript of HR Calendar Guide - SalonBiz Salon...

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HR Calendar

HR Calendar HR Calendars store personal activities on a calendar along with HR tracking of time off, team holidays and HR reports. To accesson HR Calendar on the Central navigation menu on the top of the screen. Calendars Use the button navigation at the top of the calendar to movedifferent views. • Month – view your calendar by month • Week – view your calendar by week • Day – view your calendar by day

• Prev – moves from active calendar view

or day • Next – moves from the active calendar view to the next

sequential month, week or day • Today – moves from active calendar view

month, week or day and today is highlighted

• Staff Navigation – view another calendar by seldrop down menu. To quickly return to your calendar, click the Calendars button.

Activities 1. Click on the day of the activity. A New Activity screen will be

displayed. 2. The Start Date and End Date were automatically entered

you chose the activity day on the calendar. Date if the activity is longer than one day.

3. Choose the Activity Duration. 4. Complete the Activity Details by selecting the Activity Type

the drop down list. • Training activities appear in blue • Sick activities appear in yellow • All other activities appear in green

5. Type the details of the activity in the Description field6. Enter any additional information in the Notes field7. Click the Create Activity button. 8. You can edit an activity by clicking on it, make the changes and

then click the Save Changes button. 9. To completely remove an activity, access the activity details by

clicking on it, and then click the Delete Activity button.

Calendar Guide

personal activities on a calendar along with HR ays and HR reports. To access, click

n menu on the top of the

navigation at the top of the calendar to move between

view to the prior month, week

moves from the active calendar view to the next

view to the current view ay is highlighted

view another calendar by selecting it from the drop down menu. To quickly return to your calendar, click the

A New Activity screen will be

The Start Date and End Date were automatically entered when you chose the activity day on the calendar. Enter a different End Date if the activity is longer than one day.

Complete the Activity Details by selecting the Activity Type from

Type the details of the activity in the Description field. Enter any additional information in the Notes field.

clicking on it, make the changes and

To completely remove an activity, access the activity details by clicking on it, and then click the Delete Activity button.

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Multi-Activity This feature allows the administrator to enter activities in more than one person’s calendar. 1. Click on Calendars from the HR Calendar2. From your calendar, click on the Add Multi3. Complete the dates, duration and details of the activity.4. Determine the Activity Distribution:

• Company – adds the activity to all users within the company• Location – allows you to select which locations to add the

activity to all users within the selected locations• My Team – allows you to select which employees to add the

activity to on your team • All Employees – allows you to select which employees to add

the activity to from a list of all employees within your company 5. Click the Create Multi-Activity button. 6. You can edit a multi-activity by clicking on it, make the changes

and then click the Save Changes button.7. To completely remove a multi-activity, access the activity details

by clicking on it, and then click the Delete Activity button. Shared Calendars Shared Calendars are created and maintained by the company administrator and can be viewed by accessing your calendar.1. From the Admin menu, click on Communications and then, click

Shared Calendars. 2. From the Shared Calendars screen click on the Create Calendar

button. 3. In the Calendar Name field type in the name of your shared

calendar and then click the Create Calendar button.4. From the Shared Calendars screen, click on the name of the

calendar you wish to access. 5. Click the Calendar Access button to determine the users that will

be able to view the calendar: • No Access – will prevent users from acc• Company – allows all users within the company to view the

calendar • Location – allows you to select users from individual locations

to the calendar 6. Click the Save Calendar Access button. 7. Click on the date to create an activity. Complet

details: • Date • Duration • Details – type, description, URL, URL Label

� Including URL links is only available on shared calendars8. Click the Back to List button to return to the list of shared

calendars. 9. To remove a shared calendar, click the garbage can in the

corresponding line.

to enter activities in more than

Calendar menu. From your calendar, click on the Add Multi-Activity button. Complete the dates, duration and details of the activity.

adds the activity to all users within the company allows you to select which locations to add the

activity to all users within the selected locations allows you to select which employees to add the

allows you to select which employees to add the activity to from a list of all employees within your company

activity by clicking on it, make the changes Changes button.

access the activity details by clicking on it, and then click the Delete Activity button.

Shared Calendars are created and maintained by the company by accessing your calendar.

From the Admin menu, click on Communications and then, click

From the Shared Calendars screen click on the Create Calendar

In the Calendar Name field type in the name of your shared lick the Create Calendar button.

From the Shared Calendars screen, click on the name of the

Click the Calendar Access button to determine the users that will

will prevent users from accessing the calendar allows all users within the company to view the

allows you to select users from individual locations

Complete the activity

type, description, URL, URL Label Including URL links is only available on shared calendars

Click the Back to List button to return to the list of shared

garbage can in the

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Holiday Request A Holiday Request gives employees the ability to electronicallyrequest vacation/holiday from their manager.1. Click on the Request Holiday button. 2. Enter the Start and End Date. 3. Choose the Holiday Duration 4. Type the details of your request in the Notes field5. The Holiday Approver field will default to your manager.

Other to select a different Manager from the drop down list.6. Click the Submit for Approval button. � The user will receive a message on their Home screen that

request was submitted. Their manager will receive aon their Home screen that a request was

Holiday Request Message When an employee requests a holiday, the systemgenerates a message to let them know that thetheir manager. The system also generates employee letting them know if the holiday was approved or rejected. Holiday Approval Only managers can approve holiday requests.not have a manager (one is not designated in theirscreen), then the employee can log their owncalendar. 1. Click on the Holiday Request message. 2. Review the request; enter any message in the Notes area3. Click the Approve button to approve the request or click the

Reject button to deny the request. 4. Once the decision is made a message will automatically be sent

to notify the employee. If the request is approved, it will also automatically add the holiday activity on their calendar.

Edit Holidays Administrators can edit and remove a booked holiday from employee calendars. 1. From the HR Calendar menu, click on Calendars2. Select the staff calendar you would like to edit3. Click on the holiday (in purple). 4. In the Edit Activity screen, you can change the dates, duration

and type. 5. To remove the entire activity, click the Delete Activity button

A Holiday Request gives employees the ability to electronically equest vacation/holiday from their manager.

in the Notes field. The Holiday Approver field will default to your manager. Click

select a different Manager from the drop down list.

on their Home screen that the manager will receive a message

on their Home screen that a request was submitted.

When an employee requests a holiday, the system automatically to let them know that the request was sent to

a message to the was approved or rejected.

Only managers can approve holiday requests. If an employee does not have a manager (one is not designated in their Employee set up screen), then the employee can log their own holidays on their

enter any message in the Notes area.

Click the Approve button to approve the request or click the

Once the decision is made a message will automatically be sent If the request is approved, it will also

ctivity on their calendar.

booked holiday from employee

lick on Calendars. Select the staff calendar you would like to edit.

can change the dates, duration

click the Delete Activity button.

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Team Holidays The ability to view your team’s holiday and sickness time off schedule is often used by managers to determine future time off based on resources. 1. Click on Team Holidays. The Holiday Summary

will be displayed. Use the navigation controls to move forward and backward.

2. Administrators will have the ability to use a drop down menuview other team calendars.

3. Click Summary View to view a summary grid of your team.

HR Reports Holidays and Sickness These reports provide a summary for each employee’s holidaySickness. 1. Click on HR Reports. The Holiday Summary will be displayed.2. A summary of holiday entitlement, taken and remaining is

displayed along with the detail of each holiday entry.• Holiday Entitlement is entered by the administrator during

employee setup. 3. Click on Sickness. The same information is displayed for

sickness. 4. To switch to another staff member, choose their name from the

Show me drop down list in the upper right corner of the screen.5. Use the buttons to navigate. Time Clock Reports In addition to the Holidays and Sickness reports, Managers can also view Time Clock reports for their team. Time Clock Summary This report will list each employee and their total number of hours worked for the date range entered. 1. Click on Time Clock Summary Report from the HR Reports

menu. 2. Enter a date range to view and then click the Run Report button.

The ability to view your team’s holiday and sickness time off managers to determine future time off

. The Holiday Summary calendar view Use the navigation controls to move forward

Administrators will have the ability to use a drop down menu to

Click Summary View to view a summary grid of your team.

provide a summary for each employee’s holidays, and

The Holiday Summary will be displayed. A summary of holiday entitlement, taken and remaining is displayed along with the detail of each holiday entry.

Holiday Entitlement is entered by the administrator during

information is displayed for

To switch to another staff member, choose their name from the drop down list in the upper right corner of the screen.

Sickness reports, Managers can also

This report will list each employee and their total number of hours

Time Clock Summary Report from the HR Reports

Enter a date range to view and then click the Run Report button.

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Time Clock Detail The Time Clock Detail report is a detailed log of each staff member, the days they worked, their time in and out, and total time worked. To access the Time Clock Detail report, 1. From the HR Calendar menu, click on HR Reports2. Select Time Clock Detail. 3. Enter the start and end date for the report4. Choose the location and select the staff member(s) you would

like to view and click the Run Report button.

The Time Clock Detail report is a detailed log of each staff member, the days they worked, their time in and out, and total time worked. To

HR Reports.

Enter the start and end date for the report. Choose the location and select the staff member(s) you would like to view and click the Run Report button.