Events

The Events screen allows the HR Manager or Admin to schedule, track, and manage all internal company activities and functions.

Navigating the Events Module

• Location: Access this module through the main menu path: Home $\rightarrow$ Employee Engagement $\rightarrow$ Events.

• Purpose: To centralize event planning and ensure events are visible on the system calendar and to all relevant employees.

• Key Data: The list tracks the event Title, the Event Type, the Start Date, and the End Date.

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Step-by-Step: Creating a New Event

1. Start the Event Creation Form

• Initiate: Click the Plus Icon ($\text{+}$) in the top right corner of the screen to open the Create Event form.

2. Enter Event Scope and Target Audience

• Branch: Select the Branch or location the event is relevant to (e.g., Head Office). If left blank, it may apply company-wide.

• Department: Select the specific Department the event is targeting.

• Employee: Optionally, select an individual Employee if the event is only for them.

3. Define Event Details and Schedule

• Event Type ($\text{*}$): Select the appropriate Event Type from the required dropdown menu (e.g., Meeting, Training, Social).

• Event Name ($\text{*}$): Enter the descriptive Event Name (e.g., "Annual Meeting").

• Start/End Date ($\text{*}$): Enter the Start Date and End Date for the event in mm/dd/yyyy format.

• Description: Use the text box to provide full details, including the agenda, location, and any prerequisites.

• Color: Select a Color swatch to visually categorize the event on the system calendar.

4. Finalize and Save

• Review all mandatory fields ($\text{*}$) to ensure accuracy.

• Click the green "Save" button to finalize the event.

• The event is now active, will appear in the main Events list, and will be visible on employee dashboards and the system calendar.

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3. Managing and Auditing Events

• Searching: Use the "Search events..." bar to quickly locate a current or past event by its title or type.

• Reviewing: Use the action button in the Actions column to view full details, modify the schedule, or cancel an event.

• Calendar Visibility: Once saved, active events automatically populate the central calendar on the Dashboard for both the HR Manager and other employees.