Calendar – Schedule Annual Leave


A variety of different Appointment Types are available in the Calendar. The Category of the Appointment, will determine the Appointment Type, for example by selecting the category of Leave & RDO’s the Type of appointment could involve Annual Leave, Long Service Leave, No Pay Leave, Rostered Day Off, Sick Leave or Other etc.

Annual Leave
that is entered using the Calendar will automatically to be included as part of a Wage Payment for the period that the ‘Annual Leave Calendar’ date belongs in.

1.       Select the Calendar Menu/Function button.

2.      
On the File menu, point to New, and then click Appointment.

3.      
Select the Leave & RDO’s as the appointment Category from the drop down menu.

4.      
Select the Annual Leave as the Appointment Type from the drop down menu.

5.      
Select the appropriate Staff member from the Drop Down List.

6.      
The Subject will default to Leave and RDO's - Annual Leave, alter this if necessary.

7.      
Enter the Location of the appointment, e.g.; home, overseas etc. or leave blank.

8.      
If the Staff member is setup as Permanent Full Time the All Day Event check box will be
selected automatically. 

9.      
Indicate the Start and End date either by using the Calendar drop down or simply highlighting
the field and entering the date.

10.    
If applicable, deactivate the All Day Event check box if the sick leave was not a full day. 

11.     
Indicate the Start and End time either by using the up or down arrows, or simply highlighting
the field and entering the time. 

12.     
Enter any Notes if required.

13.    
Click Save and Close to save the information entered; alternatively click on the X at the top
right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

Alternative methods of creating an Appointment

In Calendar, you can also create an appointment by selecting a block of time, on the relevant date that the appointment is to be scheduled for

1.       On the Calendar, select the date for the appointment.

2.      
Double left click on the block of time.

3.      
The Appointment screen will be displayed

4.      
Proceed from step 3 above.

OR

1.       On the Calendar, select the date for the appointment.

2.      
Position your cursor on the required block of time, and Right Click

3.      
Select New Appointment.

4.      
Proceed from step 3 above.

OR

1.       In Calendar, click on File

2.      
Select New

3.      
Select Appointment

4.      
Proceed from step 3 above.