Add an event

Submit a request to add a new event associated with a specific activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule.. You can specify the date, start time, duration, paid status, and a comment with your request.

Types of events that can be added

Employees can request to add the following events:

  • Working shift events before shifts, after shifts, or during shifts

  • Non-working shift events during shifts (breaks)

  • Calendar events that can occur any time, but recommended to be placed during shifts

The events you can add vary, according to what is allowed in your organization.

Procedure 

  1. Go to My Home. From My Requests, select Event Requests.

  2. Select Add event.

  3. From Date, select the date for which you want to add the event.

    The system displays the schedule for the selected date in list view on the right side.

    Note the following:

    • To view the schedule for up to seven days before the selected date, scroll upwards.

    • To view the schedule for to up seven days after the selected date, scroll downwards.

    • To view the schedule again for the selected date, select Return to the selected date at the top of the list view.

    • To view events for different dates, select a different date in the Date field.

    • For days that span multiple days, the start time is displayed on the date when the event starts, and the end time is displayed on the date when it ends.

  4. From Activity, select the activity you want to add for the event.

    The activities that are displayed in the drop-down list are only the ones that your organization allows to request for the selected date. If you select a different date, the system might display a different list of activities.

  5. From Start, enter the start time of the event.

  6. From Duration, enter the length of the event.

  7. If you selected an activity that is defined by an administration rule to be scheduled as a calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions. (which can be used to schedule meetings), enter the attendees you want to include in the event in the Attendees field. This field can include your name only, your name in addition to other attendees, or other attendees without including yourself. To enter the names for this field, start typing and select the names you want. You can select up to 20 attendees.

    When entering multiple attendees, you can only select employees associated with organizations over which you have scope. If you exceed 20 attendees, the system displays an error message.

  8. Optional. If you are submitting a request for a non-working shift event and you want the event to be paid, select Paid.

  9. Optional. In the Description field, enter any notes about the request.

  10. Select Submit.

    If your request was submitted successfully, the system displays a success notification message. If your request does not comply with the activated filter or depending on your sort configurations, you might not be able to see the notification.

    If your request was not submitted successfully, the system displays a message with the details about the errors.

    Until your request is approved, it is in a Pending approval state. While the request is Pending, you can withdraw or edit it.

    Once your request is approved, you cannot edit nor withdraw it.

Edit a pending request

Withdraw a pending request