It is possible to customise a group calendar in SelectHR so managers can view employees based on specific role filters.
Follow the steps below to copy and modify the calendar process and add it to the menu set.
Create a copy of the calendar process
When making a change to a filter on a group calendar, the change will need to be made against a copy of the process to avoid your changes reverting after patch fixes.
Log in to the Admin Tool, then click Processes.
Scroll down to find the required process (most likely Absence – Group Calendar).
Highlight it and click on Create a copy of the selected process on the right-hand side.
Rename the copied process as appropriate.
Make the required changes (please see below).
Alter the role filter on the copied calendar process
Select Calendar (URL).
In the URL & Data section, click Customise process functions.
Select People and click Edit Function.
Change the Data filter drop-down to the preference required (For example, Employees Managed Directly by Employee).
Change Apply Role Filter to True.
Click Finish and OK twice.
🤓 Tip: By setting 'Apply Role Filter' to True, it should be possible to set the data filter to All or Current Employees. Assuming the role filters are set up correctly, it will not be necessary to reconfigure the group calendar process.
Add the new calendar to the menu set
Log in to the Admin Tool, then click Menus.
Select the required menu set.
Drill into the required section of the menu (e.g. Absence).
Click Add Item, then select Existing Process.
Select the newly copied Calendar from the list (This will likely appear under the ZZConfig Filter).
Click OK.