Creating and Editing Calendars

To view calendars and add events:

  1. Click Schedules in the left menu.
  2. Navigate to the Month or Week tab.
  3. Check the boxes next to the calendars you wish to view under Company Calendars, Human Resources, and Your Calendars in the menu to the right, and click Update View.
  4. Click on an empty cell to add a new calendar event. The form is the same as the form for creating new schedule events. (If there are multiple calendars in view, however, the calendar to which you are adding the event must be selected in the Calendar drop-down menu.)

To create a new calendar:

  1. Click Add/Edit Calendars in the menu to the right.
  2. Enter a Calendar Name and Optional Description.
  3. Choose a Color for the calendar.
  4. Choose the Calendar Type:
    • Private calendars are only viewable/editable by the creator.
    • Public calendars are viewable—but not editable—by all users in the account.
    • Shared calendars‘ view and edit access can be customized using the Make this calendar visible only to me (uncheck to make selections) and Make events on this calendar editable only by me (uncheck to make selections) options. Note: Users will need to accept invitations to shared calendars via the Invited tab on the Add/Edit Calendars page.
  5. Click the Add Calendar button to create the calendar.

To archive or delete calendars:

  1. Click Add/Edit Calendars in the menu to the right.
  2. Navigate to the Private, Public, or Shared By Me tab.
  3. Check the boxes next to the calendars you with to delete or archive, and click the Archive Selected Calendars or Delete Selected Calendars button.

To share calendars:

When a calendar is created, it can be marked as private, public, or shared as seen in the image above. When a calendar is shared, it must also then be shared with specific individuals in the calendar settings. Sharing a calendar creates an invite that will display on the calendar settings Invites tab for each user. Each user must access the add/edit calendars page, visit the Invite tab and accept the calendar invite before they are able to access the shared calendar.

Calendars can also be imported, exported, or edited from the Add/Edit Calendars page using the import up_arrow, export export arrow, and edit icons to the far right.

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