6. Team calendar
To ensure that you can plan, edit or check your employees' work schedule easily, RETAIL7 system has a Team Calendar function which displays shifts and other staff assignments in a calendar view. Each employee is displayed in a separate column, and their schedules can be planned and displayed in hours/minutes details. In the header, you can choose which store´s schedule you would like to see, or to display a daily, weekly or monthly overview. In this chapter, we explain how to use it.
When opening the Team calendar menu, the first view is the employee list.
The default view shows the current day´s schedule of all employes of the store which is the first in the units list (in case there is more than one unit and they are already created under My Organization -> Units). You can switch to another unit via the scrolldown menu.
By using the buttons on the right side of the header you can change the view of the Team Calendar to daily, weekly or monthly. You can also use the buttons on the left side of the header to scroll forwards or backwards in the selected time unit view, or by clicking Today, go back to the current date.
Adding a new calendar entry
To add a new entry to the calendar, first select the location to which the event applies, from the Choose your store scroll down menu.
Click on the + on the right side of the button bar in the header. Now a pop up window is displayed, where you can add the main details, such as a name and a description of the new event.
Select the user/employee from the scroll down list to whom it applies.
You can also assign other contacts (customers, partners, suppliers, etc.) to this event via the scroll down list in the next field. For this, they need to be added as contacts in the contact list first (for adding contacts, see chapter...)
Define the start date and time and the end date and time of the event.
Select an event color if needed. The different colours assigned to different types of events make it easier to see at a glance which events are on the calendar. You can pick the colour from the palette with your mouse, or by adding its HEX code.
Please note: if you pick a colour, you have to Save it first within the colour tool window.
By clicking the Save button of the event editing window you can add the event to the team calendar. By clicking Cancel, the event is not saved.
Editing and deleting a calendar entry
If the date and/or time of an existing calendar entry needs to be modified, you can do it by a simple drag and drop. For this, just click on the calendar entry you wish to move and hold down the mouse button (if you're using a touchpad or touchscreen, tap and hold the entry instead). While holding down the mouse button (or your finger), move the entry to the desired date and/or time and release the mouse button (or lift your finger) to drop it.
In case you need to modify other than the date/time, double-klick on the entry to open it.
Make all necessary changes, e.g. rename the event, change the description, add or remove users or contacts, modify the date/time or the event color, etc. and click Save.
In case of deleting an event:Select the desired entry from the calendar and double-klick on it. Click on the Delete button at the bottom of the editor window.
If you click the Cancel button, the event will remain in the calendar without any changes.