Set Up HR Manager Calendar Categories

Use the Category settings of your HR Manager calendar to create a list of categories to assign to your HR Manager calendar appointments.

How to Get Here

Click to OpenOpen Category Editor - HR Manager calendar > Company Calendar ribbon bar > Setup section > Categories. (See "View HR Manager Calendar" for details about opening the calendar.)

Choose Your Settings

Click to OpenSelect Existing Record - Your list of existing records appears at the left. Scroll through the list, and click the record to work with. Then review and edit the details. If not all your records appear in the list, you can enable the Show Inactive option to see them.

Click to OpenAdd a Category - Click New to create a new appointment category. Then enter the details, described below. Employees will use this list when they send a time off request, so you will want to include categories such as "Appointment", "Vacation", and "Family Medical Leave" in the list.

Click to OpenEdit Details - Click in the column you want to change, then edit the color, category name, and inactive flag.

Save Your Changes - Click Exit to save the changes you have made and close the editing window.

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