Entering main company calendar

Company calendar is the company's main calendar. It is intended for entering holidays, days off for the company and different departments, and planning the work schedule at company level.

In the example below, an entry of the company's main calendar in the PANTHEON program is shown.

CASE SUMMARY: Heather HR, the person responsible for the Tecta company, wants to enter the company calendar. With the help of the calendar, the person responsible determines which days are working and which are not, when is a possible collective holiday, on which holidays and days off employees are entitled to compensation, when is the payday, etc. The person responsible will set the company's work schedule in the main calendar, from Monday to Friday from 8:00 a.m. to 4:00 p.m. Finally, the newly entered calendar will also include public holidays. This is done as follows: 1. Creating a company calendar 2. Entering general information 3. Determining the work schedule 4. Filling in the calendar 5. Importing holidays and other days off

1. Creating a company calendar

The person responsible can access the form for entering a company calendar via the menu Settings | Program | Administration panel | Company | Calendar.

By clicking on the (Insert record) button from the Taskbar, a window for a new record appears.

2. Entering general information

An empty window for entering calendar data opens.

In the Calendar field, the person responsible enters the code and name of the calendar that the person responsible wants to enter.

In our case, the person responsible enters 000 and the name Main Company Calendar.

In the Calendar Type field, the person responsible can choose between Company and Resources.

In the Department field, from the drop-down list the person responsible selects the department for which the calendar will apply.

In our case, this field is left empty, as the person responsible wants this calendar to apply to all departments.

HINT You can read more about calendar settings in the chapter Calendar.

3. Determining the work schedule

The work schedule displayed on the main Tecta company calendar is set in the Working Hours field.

From the drop-down list, the person responsible selects the regime that the person responsible wants to assign to the company calendar.

The register of Specifying Working Hours, where work schedule is managed, opens up by double-clicking on the Working Hours field.

The person responsible selects the option RD1- One shift from the drop-down list.

HINT Work schedule must be entered in the register of Working Hours. You can read an example of setting the work schedule in the chapter Copy Working Hours.

4. Filling in the calendar

The selected working time regime must be transferred to the calendar.

This is done by clicking the (Fill in Calendar) button.

The Copy Working Hours window appears on the screen.

The person responsible wants the work schedule RD1 - One shift to be written on the calendar. For this purpose, the person responsible enters the code RD1 in the corresponding field.

In the Start field, the person responsible selects the start date of the copying of working hours in the company calendar, in our case, that is 3.1.2022.

Below, the person responsible selects the start and end date of the period for which the person responsible wants to transfer the work schedule to the calendar.

In our case, the person responsible chooses the beginning of the current year 3.1. and the end, the last day of the current year, 31.12.2022.

She checks the checkboxes Overwrite existing records in calendars, Copy to child calendars and Skip absences.

By clicking on the Copy button, the program writes the selected regime to the company calendar.

The person responsible can check the working time regime by placing the mouse on any working day. A table with the estimated working hours for the day is displayed.

Next, the person responsible wants to enter public holidays.

5. Importing holidays and other days off

The person responsible selects the  (Import/Export data) button from the Taskbar.

Then, selects Import holidays from the drop-down list.

In this way, the public holidays for the current year can be downloaded from the server.

The person responsible enters the year 2022 in the Year field and clicks the Transfer from server button.

Its positions are filled by public holidays for the selected year.

To continue, the person responsible clicks on the Transfer into Register button.

The Save to company calendar Tecta Plc. window opens automatically:

In the Entry Type field, the person responsible selects the type of record that the person responsible wants to be recorded in the calendar on the day of the national holiday, DRP - Public holiday.

HINT You can read more about the Register of Entry Types per calendar in the chapter Calendar.

The time, Hours from - Hours to, when the entry is created is selected automatically.

The person responsible clicks the button Save to calendar.

The program reports: Saving to calendar complete.

The entry of public holidays is written on the calendar as shown in the picture below.

The company calendar can now be shared by the person responsible to the departments that will take over a certain working time regime.