Employee Setup

Article • 4/2/2026 • 4 min read

Users can represent an employee on the calendar as a color block to distinguish between employees. This feature also enables users to schedule overtime or for an employee on the calendar.

Menu path : Choose Scheduling > Employee Setup in the navigation pane. An Employee Schedule window opens in a new tab.

Only active employees with a primary craft will be displayed in the grid.

Action Bar

Select an Employee from the grid result to enable the buttons on the action bar. The Employee Schedule window will remain open when you navigate to another window using the action buttons.

Action ButtonFunction
Employee ExceptionsManage exceptions such as holidays, time off or overtime.

Employee Exceptions

Enables users to schedule overtime or exceptions for an employee, such as company holidays, and week off, etc.

Add Exception

  1. Choose Scheduling > Employee Setup in the navigation pane.

  2. Search for and select an Employee from the grid result.

  3. Click the Employee Exceptions button in the action bar. The Employee Exceptions window opens in a new tab.

Employee exceptions can be entered or viewed in either calendar or list format. Click theCalendar View or List View action button in the header to switch between them. The Calendar View defaults to the current date; to change the month, use the Next Month or Previous Month buttons. In the Calendar view, users can switch between Month , Week , and Day views by clicking the respective buttons.

  1. To add a new exception, click the Add exception button or a specific date on the calendar. An Employee Exception Details pop-up opens.

  2. Check the All Day checkbox to set the exception as an all-day event. For partial-day events, ensure that the All Day check box is unchecked, and specify the Start Date and Time along with the End Date and Time.

  3. Enter the details in the Description field and then click the Save button.

  4. To edit an exception, click the entered Exception in the calendar view or list view. An Employee Exception Details pop-up opens. Make the changes in the required field, and then click Update.

  5. To delete an exception, click the entered Exception in the calendar view or list view. An Employee Exception Details pop-up opens, click Delete to remove it.

Add Overtime

  1. Follow the first three steps outline for add exceptions.

  2. To add overtime, click the Add Overtime button. An Employee Overtime Details pop-up opens.

  3. Check the All Day checkbox to set the overtime as an all-day event. For partial-day events, ensure that the All Day check box is unchecked, and specify the Start Date and Time along with the End Date and Time.

  4. Enter the details in the Description field and then click the Save button.

  5. To edit overtime, click the entered Overtime in the calendar view or list view. An Employee Overtime Details pop-up opens. Make the changes in the required field, and then click Update.

  6. To delete overtime, click the entered Overtime in the calendar view or list view. An Employee Overtime Details pop-up opens, click Delete to remove it.

All exceptions and overtime are displayed on the calendar, highlighted with the assigned color code for the employee. Exceptions are denoted by a minus symbol (-), while overtime is indicated by a plus symbol (+). Hovering over a date reveals a box displaying the Employee’s name, Start date, End date, and a description of the exception. An exception or overtime entry can be easily moved by dragging and dropping it to a different day on the calendar. Additionally, it can be extended to cover multiple days by dragging it across the calendar.

Contextual Panel

In the Employee Schedule window, select an Employee from the grid result to enable the Contextual Panel. The Employee Schedule window remains open when you navigate to other windows using the Contextual Panel.

Color : Users can distinguish employees by using a color code. An employee will be represented on the calendar as a distinctive color block.

  1. Choose Scheduling > Employee Setup in the navigation pane.

  2. Search for and select the Employee from the grid result.

  3. Click the Color icon in the contextual panel; an Employee Details window opens on the right-side panel.

  4. To set the color, click Edit > Color drop-down.

  5. A color field with various options will be displayed in rows. Click or drag to select a specific color, then click Save.