How do I create organization events and calendars and assign them to workers?

Here's how:

1. Go to My Client Groups > Workforce Scheduling > Organization Calendar Events.
   Tip:

   Any calendar events created using the setup and maintenance Manage Calendar Event task also appear here. You can edit these events, but you can't edit the coverage details.

2. Create events, such as public holidays.
   Caution:

   Any changes you make to existing events affect every calendar that includes the event.

3. Go to the Organization Calendars page and create the calendars.
   1. Add relevant events.
   2. Identify the workers to assign the calendar to by adding relevant existing rules or new rules.

      Give each rule a clear, short name and a simple description. This makes it easy to recognize and reuse the rules in other calendars. Your goal is to help anyone managing calendars quickly understand which workers each rule covers.

      Tip:

      You can update rules after adding them to the calendar. Keep in mind that any changes you make will apply to all organizational calendars using that rule. So, review your edits carefully before saving.

4. Schedule the Evaluate Group Membership process to keep the membership in groups assigned to calendars current. The process reviews each worker's details and compares them to the criteria set in the rule. If the details match, the process assigns the calendar to the worker.
   1. Go to Tools > Scheduled Processes.
   2. Schedule the Evaluate Group Membership process.
      • It’s a good idea to schedule regular incremental updates for all groups, like every hour or once a day. This way worker's always have the appropriate calendars and their calendars reflect any changes.
      • You can run a full refresh for a specific rule. If you know the rule’s name, search for it directly. To see a list of available rules, search using %ANC_CALENDAR_RULES.