Managers Calendar View
Until recently managers have only been able to see their direct reports within the Homepage Calendar.
A new setting has been added to enable an amended calendar view specifically for Managers.
Once enabled, Managers will be able to toggle between ‘My Team’ and ‘All Employees’.
What they view when changing to the All employees option will be dictated by the below configuration rules.
A new setting can be found within :
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Admin -> Company -> Settings -> Display Settings
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Under the Manager views section = Enable manager calendar toggle
‘Enable manager calendar toggle’ will only display if the Calendar status is set to Public
‘Enable manager calendar toggle’ will default to Yes
This is a global setting so will apply to all Managers
Manager toggle disabled :
‘Enable manager calendar toggle’ = No :
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The ‘My Team / All employees’ toggle will not be visible to Manager users on the homepage calendar
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Manager will only see their team when viewing the calendar
- Show my team - No. If you have this set to 'No' via Employee views the toggle will not be visible to manager. One of the options below must be selected.
Manager toggle enabled :
'Enable manager calendar toggle’ = Yes :
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The ‘My Team / All employees' toggle will be visible to Manager users on the homepage Calendar
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The toggle will default to ‘My team’
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Managers can then alternate between ‘My team’ and ‘All employees’ to see different views on the calendar
When ‘My team’ is selected :
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Only calendar entries relating to the logged in user's team will display.
‘My team’ is determined by the ‘Managers view whole reporting line’ field
(see Admin -> Company -> Display Settings -> Manager views)
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If this is set to Direct reports only, the manager will only see their direct reports when selecting ‘My Team’ on the toggle
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If this is set to Whole organisation, the manager will see their entire reporting line when selecting ‘My Team’ on the toggle
Note : The following fields will also impact what is actually displayed :
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Display settings
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Managers view whole reporting line
(Direct reports only / Entire downline)
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Localisation settings
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Organisational Depth
(My direct reports only / My entire downline) -
Workflow and calendar depth
(My direct reports only / My entire downline)
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When ‘All employees’ is selected :
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The public calendar is displayed
Note : The following fields will also impact what is actually displayed :
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Display Settings
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Public calendar permissions override
(Department, Site, Manager, User can choose) -
Public calendar include Manager on Manager view
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Localisation settings
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Public Calendar Display
(Department, Site, Manager, No selection) -
Organisational Depth
(My direct reports only / My entire downline) -
Workflow and calendar depth
(My direct reports only / My entire downline)
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When viewing All Employees:
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