Select a calendar or add a new calendar

Use the Plan tab to select or add a new calendar when planning work shifts for teams of employees. Each team’s shifts are held in a calendar within a work area.

For example, calendars could be ‘Headquarters’ and ‘Factory’ in the work area of ‘Manchester’. Each calendar holds teams made up of employees.

1. Open the Plan tab and click to display the area dropdown.

2. Either:

   • Add a new work area.

     or

   • Select an existing work area to work with:

     1. Click and start typing the name of the area you want to work with:

        

        The list of areas is filtered.

     2. Click on an area in the list to select it.

   The calendar search box is displayed:

   

3. Either:

   • Select a calendar from the list

     1. Click and start typing the name of the calendar you want to work with.

     2. The list of calendars is filtered.

     3. Click on a calendar in the list to select it.

     or

   • Click ADD to add a new calendar

     1. Enter a clear and concise name for the calendar:

        

     2. Click to save.

     3. The calendar search box closes.

     4. Refresh the page.

     5. Click No Calendar selected in the header to display the new calendar.

     6. Select the calendar that you want to work with.

4. You are now ready to import a team and team shift pattern into the calendar.