Create a meeting, training, time-off request, or an adhoc work event from the team calendar.

Antes de Iniciar

Role required: sn_hr_wfo.admin

Procedimento

1. Navigate to All > Workspaces > Manager Workspace.
2. Click the Schedule () icon.
3. Click the Team Calendar tab.
4. Click +New.
5. Create an event.

   To	Do this
   Create a meeting, training, or time-off request.	Do one of the following: To schedule a meeting, select Meeting. To create a training event, select, Training. To create a time-off request, select Time-off. Fill in the event form. In the Title field, enter a name for the meeting. Add the required names for the event: For a meeting, in the Attendees field, enter the names of the meeting attendees. For a training, enter the names of the agents who want to be trained in the Trainees field. For a time-off request, enter the names of the agents in the Agents field. In the Attendees field, start typing the name of each of the attendees for the meeting and select the name. In the Start date field, click the calendar icon and select the date you want to start the meeting and click OK. In the End date field, click the calendar icon and select the date you want to end the meeting and click OK. If the meeting spans for the whole day, click the All Day slider. In the Description field, enter a description for the meeting.
   Create a work shift	Click Work. In the Attendees field, start typing the name of each of the attendees for the meeting and select the name. In the Start date field, click the calendar icon and select the date you want to start the meeting and click OK. In the End date field, click the calendar icon and select the date you want to end the meeting and click OK. Click the Select Shift field and select a shift.

6. Click Save.