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Calendar

All profiles can view the calendar: The employee can view their own calendar, the Administrators and group managers can filter by a user and view that user's calendar.

How do we view the days?

When filtering by employee within the calendar section, the types of days used are displayed in different colors, according to the summary at the bottom of the screen. This makes it easier to identify them. 

Employee guide: 

Employee options:

• If the general configuration option allows calendar editing without approval: The employee will be able to modify their calendar day types to mark holidays, vacations, telework, etc.

Modifiable:

• If the general configuration option allows calendar editing with approval: Days will be marked as pending, awaiting manager approval for the change. Until then, they will retain their previous day type.

• If the general configuration option allows activity editing: If activity editing is permitted, the employee can add activity directly from the calendar on days without any pre-existing activity (ONLY ON DAYS WITHOUT ACTIVITY).

Group manager options:

Group managers will always have the ability to edit an employee's day types.

• If employee calendar editing requires authorization:
  Managers will see employees' pending requests on the right side of the screen (they will also receive notifications regarding these requests).

• If the general configuration option allows activity editing:
  Group managers will also be able to add activities to an employee's empty days.

Filter Data by Day Type

We have added a filter to all panels displaying data based on an expected value. These panels include:

• Time map

• Productivity by day, Employee, and Group

• Summary schedule by employee and group

• Detailed schedule

• Overtime reports and work-life balance

You can now filter data by day type. Multiple day types can be selected simultaneously. Once you have selected the desired day types to include in the filter, click the apply changes button.

If the filtered day type is not within the selected date range, the data table will appear empty. Otherwise, the table will always display at least the expected data.

Important notes:

• Employees with expected activity days will impact the data even if they do not report activity.

This means that if an employee does not report activity but remains active, they will still be included in the calculation of averages and the percentage of activity versus expected values. Therefore, it is crucial to keep the employee list updated (Configuration > Organizational chart > Employees).

When a user is disabled, the termination date is set to today's date by default. You can change this date to an earlier one by following these steps:

• On days without expected activity (e.g., weekends), if some employees report activity, this activity will be included in the total activity hours but will not be factored into the calculation of averages.

Group calendar

In the "Calendar" section, you can view the employees' calendar by clicking on the "Group Comparative View" box.

Once in the group calendar, you can view the day types for each employee, as indicated in the legend box at the bottom of the screen. You can also select the year you are most interested in viewing.

Exporting the calendar

You can export the calendar to an Excel document with just one click. This allows you to have a more comprehensive and precise overview of all the days allocated to each employee, such as absences, vacations, intensive schedules, reduced hours, etc.