Employees may find that the Group Calendar does not display all expected colleagues or shows fewer people than anticipated due to configuration or filtering.
Follow these steps if an employee reports that they cannot see a certain employee in their calendar.
Calendar people filter
To check who should be shown in a calendar, follow the steps below.
In the Admin Tool, click Menus.
Double-click the menu that the employee is using, e.g., Manager (v1.8.2).
Click Absence, then double-click Group Calendar.
Click the padlock to unlock the process.
Click on 'Calendar (URL)', then click Customise process functions.
Double-click the People function name to check the filter.
The filter used on the group calendar in the screenshot below, is Employees Managed by Employee.
Is it further filtered via the role filter?
An extra level of filtering can be applied via the Apply Role Filter setting. When set to true, the calendar will use the employee's role filter applied to their menu-set on top of the existing filter.
From the screen above, click Finish.
Double-click the Apply Role Filter function name
If the value is false; then the role filter is not being applied.
If the value is true; then the role filter is being applied.
Role Filter
Does the employee have the correct role filter?
Return to the Admin Tool home screen, then click User Accounts.
Double-click into the affected employee's record.
Expand their menu sets, then take a look at their Role against the menu set with the issue.
Click Change role (if they are using the wrong role).
Is the role filter displaying who it should?
In the Admin Tool, click Roles.
Double-click into the appropriate role.
Unlock the role.
Select the Person.Details filter.
Click Change.
Click Edit Selected, then click Test.
Change the selected user at the top.
Does the post for the manager/employee belong to a unit?
In the Career History process, look for the employee to check their post.
Click Organisation, then click Orgnanisation.
Click Post Management, then click the employee's post.
Ensure the post has a Parent Unit set.
Check for a reporting override
If your system reporting line is set up to Post to Post or Mixture of Both, you will want to make sure that your employees' reporting overrides are configured correctly.
A common cause of a manager not seeing all of their staff is that the employee may have a historic reporting override that is still in effect.
If you find an incorrect or unwanted reporting override, this will need to be removed.