Viewing the calendar (Staff member guide)
The calendar can be accessed by staff members on the left-hand side of the HUB by clicking into the ‘CALENDAR’ section.
Here a calendar view of the current month will be displayed with any scheduled events on each day, along with various options across the top of the page.
The calendar view can be adjusted.
Users are able to jump back and forth through the months and years to view past events and future events.
Across the top there is a key which shows what can be seen on the calendar and what colour that type of event will be marked under.
- Personal Events - Blue
- Practice Wide Events - Purple
- Meetings - Orange
- Appraisals - Lime Green
- Bank Holidays - Turquoise Green
- Absences - Black
- Holidays - Taupe
If there is no need for a particular type of event to be displayed on the calendar, it can be unticked in the key section.
There is a search bar too.
Users can also utilise the ‘advanced search’ option.
In the advanced search, the view of holiday and absence can be switched between ‘All’ and individual teams or those without teams.
Depending on managerial permissions, users will be able to adjust their view to display teams they lead too.
There is also an option to filter between meeting attendance in the advanced search.
On the right-hand side there are several options available.
Users can switch the view of the calendar to a ‘List View’.
If any filters have been added, they can be cleared by pressing ‘Clear filters’.
There is also an ‘Export results’ button available.
Users can export to a PDF file or to an external calendar.
The last option is ‘Saved Filters’.
Users can press ‘Save this search’
This will allow them to input a name for the search and set it as their default too.
The calendar itself displays the days of the week along the top and the date of the month in each individual box.
Staff members can also add a personal event to their calendar display.
Hovering over a date will give staff members the option to press ‘+ Add Event’.
Clicking this will take staff members to a page where they can add the details of their event.
Firstly add a title for the event in the ‘Title’ box - this is compulsory.
Secondly, add a description if required in the ‘Description’ box.
The date of the event can be adjusted by pressing in the ‘Start’ box.
The start time can be ticked to begin at ‘Start of day’.
Or it can be unticked, and adjusted to a specific time.
The end time can be ticked to finish at ‘End of day’.
Or it can be unticked, and adjusted to a specific time.
Then press ‘Save’.
There will be a message displayed at the top of the page to confirm that the record has been saved.
There is the option to navigate back to the calendar via the ‘Actions’ box on the right hand side of the page.
The personal event will be displayed on the calendar.
Staff members can hover over the event to view details.
They can press ‘View Details’ on the day too .
From here, staff members can press the event to edit.
