Manage UpRaise calendar (Create/Edit/Delete/Integrate)

Introduction

In UpRaise (People and Employee Garrison) calendar is a handy option to keep track of leaves and holidays for your teams, department, etc. This gives a clear view of the team’s availability to delegate the responsibilities.

One can also use this calendar to create a celebration calendar and keep a tab of employee’s work anniversaries and birthdays. Let us how this feature works.

Default calendar

This is a system default calendar and cannot be modified. This calendar is a public calendar by default and displays leaves of all employees. ‘Default calendar’ is added to the user’s calendar list & checked so that it appears on the calendar right away. However, user can just uncheck the box from the Manage tab so that data for this calendar does not show up on their actual calendar/resource availability view.

Open

Notice above image that the details are not editable for the default calendar.

Create a new calendar

Navigate to Calendar from left navigation >> Manage tab >> Add Calendar >> Create new

On Add calendar pop-up, below fields are displayed -

• Name - Add a title or name of the calendar

• Color - Pick a color code for the calendar

• Is this calendar public? - Select whether it is a Private or Public calendar. A private calendar is visible only to its creator.

Open

Do you want this calendar to show leaves?

• If Yes -

  • User status - Select for which user status leaves data should be applicable

  • Show leaves for - Define whether leaves should be shown for All users and teams or only selected once. If you choose the 2nd option then select relevant Users and Teams.

• If No - All above fields will disappear

Do you want this calendar to show events based on user profile attributes?

• If Yes -

  • User status - Select for which user status selected events should be applicable

  • Profile attributes - Select the relevant attribute. For eg. Joining date for creating a work anniversary calendar.

    • Add - Once selected the profile attribute, Click on Add

    • Each year check box upon Add action - Select whether this should be applicable for each year meaning creating recurring event

• If No - All above fields will disappear

Do you want this calendar to show holidays?

• If yes -

  • Holiday schemes - Select the holiday scheme

• If No - Above field will disappear

Click on Save once done.

Edit/Delete calendar

When want to edit, click on the calendar name from the Manager tab make the necessary changes to it, and Save.

For deleting, notice the Trash icon for each calendar on the Manage tab. Click on it to delete the calendar.

Delete and Edit options are available only to calendar creators or admins.

Integrate calendars with other apps

This feature allows to integrate UpRaise calendars with your other calendar applications like Google, MsTeams, Zoom, etc.

Once the calendar is created, notice the integrated icon beside each calendar. If the calendar is created by you as logged in user, the clicking on the integrate icon will open a pop-up that asks whether you want to access this calendar from other applications. Switch the toggle to Yes, Copy the URL from Public address in iCal format field, and click on Save. Use this URL in the external calendar application for integration. Once the integration is successful.

The Integrate icon beside calendar will show in blue color that indicates the calendar integration is already in place.

If the Caledar is created by other users and is not integrated/already integrated relevant messaging is displayed on the pop-up. Integration set up for calendars that are shared with you cannot be modified. They can be modified only by respective calendar creators.

Filters on the Manage tab

Displayed in below image, Show Calendar filter for with Team and Leaves type checkboxes filter let you decide whether these filters should be available for users under My calendar tab.

If these filters are on, users can filter their calendars by team/leaves type. Refer to the below image from My calendar tab.