Personalize Calendars

An overview of how to personalize calendars to define business hours

The motive of this calendar feature is to define the working days and holidays in a week or year and assign them to a user in an organization.

For example, there is an organization whose employees work in 3 different shifts (morning, evening, and night) on a working day. The organization admin can create 3 different calendars with 3 different timelines (9 AM to 6 PM; 2 PM to 11 PM; and 6 PM to 3 AM) and allocate those calendars to their respective employees. 

Calendars play a vital role across the platform in various scenarios. A few scenarios are listed below:

1. Calculating Task SLAs
2. Business Rules

How to configure a calendar?

• On the dashboard page, click on the Admin Menu -> Preferences -> Calendars.

• On the Calendars page, click on the Add Calendar button on the top right corner.

• A Add Calendar pop-up will display on the screen asking to define the Working Hours.

• Start by giving a Name to the calendar.
• You will be able to see the week days with pre-defined timings.

• If you wish to change the timings of the week days, select the time slot and change the time.

• To delete any default week days (Ex: Thursday & Friday), click on the Remove button corresponding to the week days.

• To add any new working days (Ex: Saturday & Sunday), click on the Select Days drop-down under Working Hours section and select a day.

• Once, you select the day, select the work timings form the time slots and click on Add button to add the day among the working days.

• Once completed with defining the workdays in a week, click on Save button to save the calendar.
• You will be able to see the newly created calendar in the calendars list page.

• You have successfully defined the working days in a week.
• Now, to define any public holidays in a calendar year apart from the week-offs, you need to define the holidays in the calendar.
• Click on the calendar to open its Actions.

• In Actions, click on the Add/View Holidays option.

• A pop-up will display on the screen to add the holidays, select the Year and click on Add Holiday button.

• A pop-up will display on the screen asking you to select the holiday date.
  1. Give a Name to the holiday (Ex: Independence Day)
  2. Select the date
  3. Give a description, if required.
• Save the holiday.