Calendar Visibility Based on Access Control

Overview:

This guide aims to show you how to set up calendar visibility based on access control and what you can expect will happen in the system.

TABLE OF CONTENTS

• Enabling Team Calendar
• How to enable my role to view other employee's time off/ work schedule/ holiday calendar?
• View of role with access to view other employee's time off
• How to enable my role to view certain group of employee's time off/ work schedule/ holiday calendar?
• Example view of role with NO access to view other employee's time off
• Use Case: As a manager, how to view my team's time off calendar?

Enabling Team Calendar

• Go to Settings > Access Control.
• Click on the role you wish to set up Team Calendar visibility.
• Navigate to 'access to system function' section and expand Team Calendar.
• Tick the box for 'View team calendar'.
• Now your role has access to view team calendar.

How to enable my role to view other employee's time off/ work schedule/ holiday calendar?

• Go to Settings > Access Control.
• Click on the role you wish to set up permission to view other employee's time off/ work schedule/ holiday.
• Navigate to 'access to employee's profiles' section and expand Time Off.
• To enable access to only view other employee's time off, click on the 'eye' icon under Other Profiles > Time off policies, events, and balance.
• To enable access to only view other employee's work schedule, click on the 'eye' icon under Other Profiles > Work schedule.
• To enable access to only view other employee's holiday calendar, click on the 'eye' icon under Other Profiles > Holiday calendar.
• Depending on your company's preference, you can enable view access for all 3 or a combination from the 3 access.

View of role with access to view other employee's time off

• From Team Calendar.
• You are able to see details of other employee's time off.

• You can further filter the team calendar to show your managers, direct reports, indirect reports, location, department or team calendar.

• From Employee Profile > Time Off tab.

How to enable my role to view certain group of employee's time off/ work schedule/ holiday calendar?

• Go to Settings > Access Control.
• Click on the role you wish to set up permission to view certain group of employee's time off/ work schedule/ holiday.
• Under Other Profiles, click on the 'All Employees'. Then, click on 'Employee groups' to select the group of employees you wish to allow access for. Please note that the list from 'Employee groups' come from your workspace's Custom Groups.

Example view of role with NO access to view other employee's time off

• For this example, the role can have no access at all for other profiles or no access to other profile's time off.

• On the team calendar, other employee's will only show they are away. There is no details about the time off taken. 
• Users of this role will also not see the 'Time Off' tab button on other user's employee profile.

Use Case: As a manager, how to view my team's time off calendar?

• Go to Settings > Access Control.
• Click on the manager's role.
• Navigate to 'access to system function' section and expand Team Calendar.
• Under Other Profiles, click on the 'All Employees'. Then, click on 'Employee groups' and look your your team's Custom Group or use direct/indirect reports group.
• The manager should now be able to see their team's time off calendar from both the team calendar and the individual's employee profile.

Still Need Help?: 

Reach out to our support team should you need further assistance.