HR Manager Calendar Category Editor
Use the Category editor of your HR Manager calendar to create a list of categories to assign to your calendar appointments and time off requests.
Select an existing record to edit from the list at the left of the window, or click New to create a new record. You can then add and edit the details. If not all your records appear in the list, you can enable the Show Inactive option to see them. You can then Fill in the fields to create a new category, or click in the column you want to change to edit an existing category/
Color
- Select a color for this category. Appointments that are assigned to this category will appear in the selected color in your HR Manager calendar.
Name - Enter a descriptive name for this category. 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. In addition, this description appears in certain HR Manager reports.
Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
Save Your Changes - Click Exit to save the changes you have made and close the editing window.
You will use the list of calendar categories whenever you add an appointment to your HR Manager calendar, and employees will use the list when they send a time off request. You will want to include categories such as "Appointment", "Vacation", "Family Medical Leave", and "Other" in the list. In addition, this description appears in certain HR Manager reports.
Calendar from the General section of the ribbon bar.
