< All Topics
Print

Tracking Appointments In LeaveWizard

You can track appointments in LeaveWizard, as well as leave and absence. You can consider appointments, such as training or meetings, to be leave events that have no allowance and do not require approval. Normally, you would exclude them from restrictions that limit the maximum number of users off or which users are off at the same time. The event would then show on LeaveWizard and on external calendars, if configured, so that other users know about user availability.

An administrator can create or change an existing event type on the Event Types And Allowances page. You can access it from the ‘Configuration’ option on the main menu.

A screenshot showing the event types and allowances page. Here you can create or change an existing event type to track appointments in LeaveWizard.

To create a new event type, click the ‘New’ button on the submenu. If you want to edit an existing one, highlight the leave type on the left-hand side of the page. Then click the ‘Edit’ button on the submenu.

A screenshot showing the 'Type of event' set to 'Non-allowanced Leave' in the 'Event Type Details section', which is a suitable type for appointments.

In the ‘Event Type Details’ section it is important to set ‘Type of event’ to ‘Non-allowanced Leave’, which is a suitable type for appointments. Then navigate to the ‘Restrictions’ section and tick ‘Exclude events of this type from restrictions’.

A screenshot showing the 'Exclude events of this type from restrictions' box ticked in the 'Restrictions' section.

These are the basic settings needed to create an appointment type. You may also want to change other settings. If you do, then please refer to the Event types in depth article for more information.

When you create your new ‘Appointments’ type, users can then request events of this type, which the system will display on calendars. As an example, a user could create an event ‘Working From Home’ to let colleagues know they will not be in the office but will work remotely on certain days.

If appointments are only available to some users, you can control who can request this type of event with request restrictions.

Table of Contents