Controlling time off displayed on public calendar

Please note: this only applies to Manager, Employee, Recruitment, Finance and Approver level accounts

By default, a user in Natural HR can see items on their calendar which are relevant to them - their time off, training, company holidays and so on.

It is possible to change this view at a company level to allow users to see time off of other users which can be useful if you want your users to know who else is off before they request time off - this is configurable by an administrator in the Administration > Company > Settings > Display Settings menu under Calendar Status (Public or Private) and also can be tweaked at a time off type level to show varying levels of information on an individual time off type basis.

One problem with this approach, is that for large organisations this has meant that switching this on has flooded users calendars with often hundreds of time off records for colleagues whom the user has no connection with possibly even those located in other countries.

To overcome this, users can now control what is displayed on their calendar by choosing to display items based on the site, department and manager of the other employee(s).

To use this specific feature you must have Calendar set to PUBLIC under Administration > Company > Settings > Display Settings.

The default is that all items are displayed as per today but by changing Public Calendar Display under Localisation the user can now change this.

The three boxes limit the display of items to those at the same site, in the same department or with the same manager as the user.

Additionally the controls can work in conjunction so if a user ticked all three then they would be limiting the display to only those employees who were based at the same site as them, were in the same department as them and shared the same manager. Obviously as each additional control is applied it will reduce the number of items displayed.

Example

Below are some screenshots of this in action - initially the user sees all timeoff across the company:

Now we change Public Calendar Display to just show those at the same site as the current user - as a result quite a few items are removed:

Now if we limit to same department again we lose quite a few from the first example but actually are showing more than we were when just limited to sites:

This time we now limit to same manager - this has a greater impact than the others as you would expect as usually there are more employees at a site or department level than at a manager level:

Finally, we now select all three so we are only showing those who share the same site, department and manager as the user - this has the most dramatic impact though the actual impact will vary depending on your company structure. In this case there is now only one employee visible from the original 10+ items:

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1 Comments

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    tdaniele

    Love this! Our organization is quite large and this helps streamline relevant calendar information

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