Web Analytics

Events

How to create custom events

  • From the main menu select SettingsEvent Type
  • Click on the button Add new event type
  • Select Event Type: Time Interval (occurs hourly), Date Interval (occurs daily), Overtime Compensation – Business
  • Write the event Name
  • Optionally, you can add an Event Description
  • Select the color and icon that will represent the event
  • Choose whether the event will require Request reason or Approval

Private and permission settings differ based on the type of event you choose.

Time interval

Select private settings:

  • Allow editing of own events: Events awaiting approval, Approved events, Approved events – team leaders
  • Check the box for Appears in the timesheet report if you want the event to be shown on the timesheet and choose a timesheet report symbol to represent the event
  • Select Timesheet report Total settings, based on the option selected will affect or not the schedule totals: Inactive, Add to totals, or Subtract from totals

Select permissions settings:

  • Choose who you grant Add and View permissions, Team Leader, Team Member or both by checking the boxes
  • Select the Export ID that will represent the event on the timesheet
  • Attach a Document
  • Check the options you want to assign to this event: Allow new events, Comments section, or Exclude from calculation tabs
  • Click on the Add button to add the new event

Date interval

Select the private settings:

  • Allow editing of own events: Events awaiting approval, Approved events, Approved events – team leaders
  • Check the box for Appears in the timesheet report if you want the event to be shown on the timesheet and choose a timesheet symbol to represent the event
  • Select Timesheet report Total settings, based on the option selected will affect or not the schedule totals : Inactive or Subtract from totals
  • Check the boxes you want to assign to this event: Exclude daily workload from Max work hours in the timesheet report, Show in monthly attendance report, Allow only one event per day, Receive food coupons

Select permissions settings:

  • Choose who you grant Add and View permissions, Team Leader, Team Member or both by checking the boxes
  • Select the Export ID that will represent the event on the timesheet
  • Select Event calculated by (on clocking) and Event calculated by (on calculation tab): Working days workload, Daily workload or Work schedule
  • Choose Work schedule
  • Attach a Document
  • Check the boxes with options you want to assign to this event: Allow new events, Comments section, or Exclude from calculation tabs
  • Click on the Add button to add the new event

How to add custom events to the timesheet report

Custom events can be displayed in the total hours worked timesheet.
To add a custom event and set it to appear in the timesheet, go to Settings Event Types and click on Add new event type button or Edit an existing event.

Important: The setting is valid only for Time interval events.

  • Check the box for Appears in the timesheet report
  • Select one of the three options from the Timesheet report Totals settings:
    • Inactive – the event does not affect the timesheet
    • Add to totals – the event is added to the total number of hours on the timesheet
    • Subtract from totals – the event is subtracted from the total hours
  • Click on Add

How to set permissions on events

iFlow allows you to set permissions on events.

Permission Has access to reviews grants an employee access to all events and the right to: view, add, edit, delete, approve, or reject both their own events and those of other employees.

Here are the steps to grant this permission to an employee:

  • From the Dashboard click on the name of the employee you want to grant this permission to
  • From employee’s profile click on Settings
  • Click on Permissions
  • Check the box for Has access to all events
  • To finalize, click on Save settings

This setting is used when a user needs access to all company events but should not be designated as an Administrator or Team Leader.

How to set permissions for adding and viewing events

  • Click on Settings Event Types
  • To edit an event, click on the Edit button next to it
  • In the Permissions Settings section, checkboxes can be ticked next to Team Leaders or Team Members to Add or View events
  • Click Save

Hide Event

Any type of event can be hidden to prevent employees from using it within a company but the history of the event remains in the system.

To do this, follow these steps:

  • Settings Event TypesEdit on a type of event (for example, Paid Leave)
  • You can uncheck the option for Allow new events, and leave will no longer be available for employees to add from that moment on (it’s a setting at the event level)

Overlap of events

Warning for overlapping events

  • Settings Company Settings
  • Global Viewing permission
  • Choose who can view the events
  • Click on the Update Information button

Restriction of events

  • SettingsEvent Types
  • Edit a custom event-type Date Interval that does not appear on the timesheet
  • Check/uncheck the option “Allow only one event per day” after the option is checked, it will not allow another event of the same type on that day to be added
  • To finalize, click on Save