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Calendar

Add meetings, trainings, large parties, and other events to the ShiftForce calendar, so every manager knows what's coming.

The calendar is where you put anything scheduled that the team needs to know about: meetings, trainings, large parties, deliveries, inspections. Events show on the calendar, on the daily log the day they happen, and in Upcoming Events on your home screen.

Views

Switch between Day, Week, and Month in the top right. Day and Week show the full 24 hours, so early deliveries and late events are always visible.

Hover over an event to see its details. Click it to open, edit, or view attachments.

[Screenshot: calendar Month view]

Add an event

  1. Click Event in the menu, or click a date on the calendar. In Day view, click a time to start the event then.
  2. Enter a title and details.
  3. Choose the location or locations.
  4. Set the date and time, or check All day.
  5. Optional: make it recurring (daily, weekly, monthly, yearly).
  6. Choose a category. Its color shows on the calendar.
  7. Set the reminder: how far ahead it appears in Upcoming Events on the home screen. And if Email Alerts are sent.
  8. Pick who can see the event.
  9. Optional: add an attachment, like a party order or training sheet.
  10. Click Save.

Edit a recurring event

When you edit an event that repeats, choose whether the change applies to this event only or the whole series. Use "this event only" for a one-time change, like moving next Tuesday's meeting.

Icons

Icon Means
🔁 Recurring event
📎 Has an attachment
No time shown All-day event

 

Categories and colors

Categories color-code your calendar, like green for trainings and blue for large parties. Admins set them up under Admin → Company → Calendar Settings. 

To see only some events, filter by category, including events with no category.

On your phone

The ShiftForce app shows the calendar, too, including a Today view of everything happening today.

Tips

  • Add large parties as soon as they're booked, with the party size and any special requests in the details.
  • Attach the paperwork, like the banquet order or training outline, so the manager on duty has it.
  • Use categories consistently so the calendar is readable at a glance.
  • Set reminders on big events so they show in Upcoming Events a few days ahead.

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Still on the classic ShiftNote site (ww1.shiftnote.com)? Here's how it works there. 

employee-calendar

Calendar Walk Through

  1. Events can be added by clicking on the date in the calenter or Event in the left menu
  2. All recurring events will have the recurring icon Calculator refresh
  3. All events with an attachment will have the attachment icon Attach
  4. Hovering over events will display the event details
  5. All day events will not have a time
  6. Once an event is added, it will also show up on the Daily Log on the day the event occurs
  7. On the top right of the screen you can choose from 3 Views: Day, Week, and Month

Adding an Event

  1. Click on Event in the left menu
  2. Enter info into fields and press Save
  3. All events will show up in your calendar

To view information on changing the calendar categories and color labels, click here.