DocumentationHow do I create custom events?

How do I create custom events?

In iFlow, you can create two types of events:

  • Time interval event
  • Date interval event

How do I create a time interval event?

  • Access “Settings” from the main menu
  • Click on “Event types
  • Click on “Add new event type
  • Select the “Time interval” at the “Event type” section
  • Write the name 
  • Write a description (optional)
  • Select a color (click on the black square and select)
  • Check the “Needs request reason” box (if you wish to see a reason why the employees are adding this event)
  • Check the “Needs approval” box (if you wish to approve/reject this type of event)
  • Check the “Appears in the timesheet report“ box
  •  Fill in the symbol of the event
  • Check the “Exclude from Totals in the timesheet report” box (if you wish to exclude the hours of this event from the timesheet report)
  • Choose a document that will generate automatically for this type of event
  • Click on “Add

Note! The hours registered on this event will appear in the Timesheet in the “from which” column and will not be calculated in the “Total”.

How do I create a date interval event?

  • Access “Settings” from the main menu
  • Click on “Event types
  • Click on “Add new event type
  • Select the “Date interval” at the “Event type” section
  • Write the name 
  • Write a description (optional)
  • Select a color (click on the black square and select)
  • Check the “Needs request reason” box (if you wish to see a reason why the employees are adding this event)
  • Check the “Needs approval” box (if you wish to approve/reject this type of event)
  • Check the “Appears in the timesheet report” box (if you want it to appear)
  • Select a “Timesheet report symbol” (if you checked the Appears in the timesheet report box)
  • Check the “Exclude from Totals in the timesheet report” box (if you want it to not be calculated in the Timesheet report, this is good for Paid leaves)
  • Check the “Show in monthly attendance report” box (if you want the symbol of this event to show on the days it is happening)
  • Check the “Receives food coupons” box (if you want the employee to receive food coupons on the days he has this event added)
  • Choose a shift from the “Automatically set work schedule” header*
  • Choose a document that will generate automatically for this type of event
  • Click on “Add

* At the “Automatically set work schedule” header you can select the predefined shift or a shift that you created

** This feature helps the companies that use the check-in/out feature. Now they don’t need to add a work schedule during events, for them to appear in reports

***This feature is optional for all types of events.

How do I edit an event?

  • Access “Settings” from the main menu
  • Click on “Event types
  • Click on “Edit” for the event that you want to change
  • Do the changes you want
  • Click “Save

Note! The only element that you can’t edit is the type of event (time or date interval).

How do I deactivate/delete an event?

  • Access “Settings” from the main menu
  • Click on “Event types
  • Click on the blue button for the event that you want to deactivate (next to edit)
  • Click “Disable

After it is deactivated, an event will appear in the “Disabled event types” list.

How do I reactivate a deactivated/deleted event?

  • Access “Settings” from the main menu
  • Click on “Event types
  • Click on “Disabled event types
  • Click on the green check button for the event that you want to reactivate (next to edit)
  • Click “Enable

Keywords: type of events, event types, create events, edit events, delete events

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