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. Assign the calendars to workers using the Evaluate Group Membership scheduled process.
    The rules that identify which workers are eligible for each calendar are managed as HCM Groups. Each group identifies a list of eligible workers based on these rules. To keep the membership lists up to date, schedule the Evaluate Group Membership process to run regularly. We recommend that it run as often as your organization's worker information changes—especially details that affect a worker’s eligibility for different calendars. If the process isn't already scheduled, here’s how you schedule it:
    1. Go to Tools > Scheduled Processes.
    2. Schedule the Evaluate Group Membership process.
      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. These HCM groups are maintained internally and can’t be viewed or managed from the Define HCM Groups page.