Publish a team calendar

Use the Plan tab to publish assigned team shifts in a calendar. Calendar shifts that you plan are not live until you choose to publish them. Published calendar shifts are displayed in the Manage tab.

Before you can publish a calendar shift, ensure that you have worked through the following processes in the Plan tab:

  1. Select a work area or add a new work area. Each shift is held in a work area and a calendar. For example, work areas could be ‘London’, ‘Manchester’ and ‘Birmingham’.

  2. Select a calendar or add a new calendar. Each calendar holds team shifts made up of employees. Within ‘Manchester’, list calendars for ‘Headquarters’ and ‘Factory’.

  3. Import a team and team shift pattern into the calendar.

  4. Add team resource (employees) to the imported calendar shift.

    If you are republishing a calendar, variance data may be lost. Only annual leave for full days or multi days and absences are transferred to republished calendars.

To publish a calendar:

  1. Open the Plan tab.

  2. Click … in the calendar header:

  3. Select Publish Calendar.

  4. A pop-up window is displayed:

  5. Click and select the dates that you want to publish.

  6. Click Publish.

  7. A pop-up window is displayed to confirm that the calendar shift has been published successfully. Any changes which have been removed are listed:

  8. Any existing part day changes or shift swaps/changes are removed as they may not be required in the new shift pattern.

  9. Choose to Copy the information for future use. Paste into your preferred application, such as Excel.

  10. The published calendar shift is displayed in the Manage tab.