# Chapter 3: Setup and Configuration of Event Scheduling # Prerequisites for this Module [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) Before implementing the **Event Scheduling** module, the **People Management** module must be configured. Follow the guides in the **[People Management](https://signature.signifyhr.co.za/books/people-management-d8c "People Management")** book to ensure you have: - Created an organisational structure, - Imported users, - Configured user roles and permissions, and - Completed users' reporting lines. [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png) # Event Scheduling Implementation Guide [![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png) This guide focuses on the **Event Scheduling** module and the features available to administrators. Beyond training, the module can serve as a **central coordination tool** for structured events, such as workshops, onboarding sessions, or internal initiatives. - Companies can **manage venues**, **facilitators**, **approvals**, and **attendance** in one place, reducing administrative overhead and duplication. - HR or employee development teams can schedule recurring **programmes**, segment employees into **targeted groups**, and **monitor completion** and **competence** levels. By following the outlined procedures, administrators can: - Configure the **Event Scheduling** module and permissions, - Set up the master data required, - Create and manage events, and - Record attendance and completion. ![ES Module Overview.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/MOYuT0lkazby5ZS4-es-module-overview.jpg) Before you can configure and use the **Event Scheduling** module, you must activate the module and assign the required user permissions. #### Activate the Event Scheduling module - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **Products tab. ![ES Products tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0KQ81oK42R2OgzCz-es-products-tab.jpg) - Click on the **Event Scheduling product card, then click the **toggle button** to set the product’s status to **Active**. ![ES Product card.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/RF1oSPaUU7dd1oSM-es-product-card.jpg) #### Add Event Scheduling to the system menu - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **System Menu** tab. ![ES System menu tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Fzx7vrjqJh38T4dL-es-system-menu-tab.jpg) - Click the **Event Scheduling** menu item in the system menu preview. - Click the **toggle** **button** to set the system menu item’s status to **Active**. ![ES ES System menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/X3TcYENjhcATXkhM-es-es-system-menu-item.jpg) - You can select an icon for the **Event Scheduling** module by clicking **CHANGE ICON**. ![ES ES System menu item - Change icon.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/lyWULWCWeQ3EQlLY-es-es-system-menu-item-change-icon.jpg) - Click **SAVE** to continue or **CANCEL** to discard your changes. ![ES ES System menu item - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/kSxSh2uMn1kW77jA-es-es-system-menu-item-save.jpg) #### Assign the Event Scheduling administrator permission - Hover over the **sidebar** menu, then click **People Management**. ![ES People Management sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/e2HjCiTRE2SogH5N-es-people-management-sidebar-menu-item.jpg) - Click to navigate to the **View/Edit People** tab. ![ES People Management - View or Edit People tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/6ivwJg201Y1FlbD5-es-people-management-view-or-edit-people-tab.jpg) - Click the **pencil icon** to manage the person whose profile you want to edit. ![ES People Management - Profile card - Manage.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/YiBa82bKN0IIEfoA-es-people-management-profile-card-manage.jpg) - In the **left-hand menu**, navigate to **User Permissions**, then click **System Modules Admin**. - Click the **LINK ROLE** button. ![ES People Management - Profile - User permissions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/7uiewP8OW8m4ubl2-es-people-management-profile-user-permissions.jpg) - Tick the **checkbox next to Event Scheduling** in the table to assign the Event Scheduling administrator role to the user. - Click **SAVE** to continue or **CANCEL** to discard your changes. ![ES People Management - Profile - User permissions - ES.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Zt7BD48JrGVlQHmq-es-people-management-profile-user-permissions-es.jpg) #### Update the Master Data Library - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Master Data**. ![ES Setup and configuration menu - Master Data.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/DZtGZe32HqhJL4tS-es-setup-and-configuration-menu-master-data.jpg) - The **Master Data Library lists the categories for which administrators can create master data. Use the **search bar** at the top of the screen to filter the search results by **Event Scheduling**. ![ES Master Data Library.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/sw3WyFYlfaViZETm-es-master-data-library.jpg) ##### Classifications - Click on the **Classifications** category to continue. ![ES Master Data Library - Classifications.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/GwJeJEoM4iMsDnBJ-es-master-data-library-classifications.jpg) - To add a new master data item, click on **+ITEM**. ![ES Master Data Library - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Click the **toggle** **button** to set the classification’s status to **Active**. - Enter a name for the classification. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. ![ES Master Data Library - Classifications - Add Item - Save item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/GQNUZmwqBENfMwRr-es-master-data-library-classifications-add-item-save-item.jpg) - Click the **back arrow** to navigate back to the **Master Data Library** once you are finished. ![ES Master Data Library - Classifications - Back Arrow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/VVmZlLTkEJxGbQPh-es-master-data-library-classifications-back-arrow.jpg) ##### Course Types - Click on the **Course Types** category to continue. ![ES Master Data Library - Course types.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/jWDYNZYKARqt9nWz-es-master-data-library-course-types.jpg) - To add a new master data item, click on **+ITEM**. ![ES Master Data Library - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Click the **toggle** **button** to set the course type’s status to **Active**. - Enter a name for the course type. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. ![ES Master Data Library - Course Type - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0kW8uqSKcGrgYvts-es-master-data-library-course-type-add-item.jpg) - Click the **back arrow** to navigate back to the **Master Data Library** once you are finished. ![ES Master Data Library - Course Type - Back Arrow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pA8SW9IkmRTJNUt7-es-master-data-library-course-type-back-arrow.jpg) ##### Categories - Click on the **Categories** category to continue. ![ES Master Data Library - Categories.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QtmEHcCcRl6x0T2S-es-master-data-library-categories.jpg) - To add a new master data item, click on **+ITEM**. ![ES Master Data Library - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Click the **toggle** **button** to set the category’s status to **Active**. - Enter a name for the category. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. ![ES Master Data Library - Categories - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/FFIuiuDZc14ZZsSW-es-master-data-library-categories-add-item.jpg) - Click the **back arrow** to navigate back to the **Master Data Library** once you are finished. ![ES Master Data Library - Categories - Back Arrow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/AFgYwtfCHKghCRNp-es-master-data-library-categories-back-arrow.jpg) ##### Regions - Click on the **Regions** category to continue. ![ES Master Data Library - Regions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/PY5JdSzGMFiUCwqn-es-master-data-library-regions.jpg) - To add a new master data item, click on **+ITEM**. ![ES Master Data Library - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Click the **toggle** **button** to set the region’s status to **Active**. - Select the country from the **dropdown menu**. - Enter a name for the region. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. ![ES Master Data Library - Regions - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/KrCt9WajmvIC53g8-es-master-data-library-regions-add-item.jpg) - Click the **back arrow** to navigate back to the **Master Data Library** once you are finished. ![ES Master Data Library - Regions - Back Arrow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/3RX5kONGYzYKb8Za-es-master-data-library-regions-back-arrow.jpg) ##### Venues - Click on the **Venues** category to continue. ![ES Master Data Library - Venues.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0IdCTWSYXaWvcxje-es-master-data-library-venues.jpg) - To add a new master data item, click on **+ITEM**. ![ES Master Data Library - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Click the **toggle** **button** to set the venue’s status to **Active**. - Enter a name for the venue. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. ![ES Master Data Library - Venues - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Sm6Pbnm2dyxxV6jN-es-master-data-library-venues-add-item.jpg) - Click the **back arrow** to navigate back to the **Master Data Library** once you are finished. ![ES Master Data Library - Venues - Back Arrow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/z6TEpWfjydTs7vi5-es-master-data-library-venues-back-arrow.jpg) ##### Rooms Rooms are linked to venues; therefore, you should first compile the **Venues** master data items before you can add rooms. - Click on the **Rooms category to continue. ![ES Master Data Library - Rooms.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/HArqBir1urbmobNq-es-master-data-library-rooms.jpg) - To add a new master data item, click on **+ITEM**. ![ES Master Data Library - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Click the **toggle** **button** to set the room’s status to **Active**. - Enter a name for the room. - Select the venue from the **dropdown menu**. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. ![ES Master Data Library - Rooms - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/vJGq9NwJE3qqqiCz-es-master-data-library-rooms-add-item.jpg) - Click the **back arrow** to navigate back to the **Master Data Library** once you are finished. ![ES Master Data Library - Rooms - Back Arrow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/m5Tjx4waeCJXNjUn-es-master-data-library-rooms-back-arrow.jpg) ##### Motivations for Booking - Click on the **Motivations for Booking** category to continue. ![ES Master Data Library - Motivations for Booking.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/VZJkGERsQFd7XQeZ-es-master-data-library-motivations-for-booking.jpg) - To add a new master data item, click on **+ITEM**. ![ES Master Data Library - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S9vG4eTKstwvaYs7-es-master-data-library-add-item.jpg) - Click the **toggle** **button** to set the item’s status to **Active**. - Enter a name for the item. - Click **SAVE** when you are finished, **SAVE ADD NEW** to add another master data item or click **CANCEL** to discard your edits. ![ES Master Data Library - Motivations for Booking - Add Item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/SoItH8jHZHLXMs2C-es-master-data-library-motivations-for-booking-add-item.jpg) - Click the **back arrow** to navigate back to the **Master Data Library** once you are finished. ![ES Master Data Library - Motivations for Booking - Back Arrow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/RmxOzSTBcF518cUT-es-master-data-library-motivations-for-booking-back-arrow.jpg) #### Create people groups A target audience, or a **People Group**, can be created to identify users based on specific criteria. ##### Create people groups for coordinators - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **People Groups**. ![ES Setup and configuration menu - People Groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/2Vpg9G7WwRvMLOHi-es-setup-and-configuration-menu-people-groups.jpg) - In the **left-hand menu**, navigate to **Event Scheduling**, then click **+PEOPLE GROUP**. ![ES People Groups - ES - Add people group.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/PvNPCuY8bJZ5nilr-es-people-groups-es-add-people-group.jpg) - From the **dropdown menu**, select **Coordinators**. - Click the **toggle** **button** to set the status to **Active**. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Coordinators.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/6kjUmLeyqbJkPvxp-es-people-groups-es-coordinators.jpg) - Once the people group for coordinators has been created, you can select the people to add to it. In the **left-hand menu**, click to navigate to the **Included section. - - Click **People** to add individuals, then click **PEOPLE**. ![ES People Groups - ES - Coordinators - Add members.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hqAPLm0gJVo9k0nu-es-people-groups-es-coordinators-add-members.jpg) - - - Use the **search bar** to search for a specific person, job title, or organisational unit. - Select the individuals from the list by ticking the **checkbox** next to a person’s name. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Coordinators - Add members - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8yOOBI7VPn85SI9L-es-people-groups-es-coordinators-add-members-save.jpg) - - - Alternatively, click **Grouped Conditions** to add groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Coordinators - Add using grouped conditions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/uRrSwR6jC36hApJ7-es-people-groups-es-coordinators-add-using-grouped-conditions.jpg) - Additionally, you can select the people to exclude from this group. In the **left-hand menu**, click to navigate to the **Excluded** section. - - Click **People** to exclude individuals, then click **PEOPLE**. - Select the people you would like to exclude. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Coordinators - Exclude members.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/MEG7dwu0JXSvCKnR-es-people-groups-es-coordinators-exclude-members.jpg) - - - Click **Grouped Conditions** to exclude groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Coordinators - Exclude using grouped conditions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/xD13FGVUfeh6cQeo-es-people-groups-es-coordinators-exclude-using-grouped-conditions.jpg) ##### Create people groups for facilitators - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **People Groups**. ![ES Setup and configuration menu - People Groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/2Vpg9G7WwRvMLOHi-es-setup-and-configuration-menu-people-groups.jpg) - In the **left-hand menu**, navigate to **Event Scheduling**, then click **+PEOPLE GROUP**. ![ES People Groups - ES - Add people group round 2.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/cYn9n5PkZ6D2xZzI-es-people-groups-es-add-people-group-round-2.jpg) - From the **dropdown menu**, select **Facilitators**. - Click the **toggle** **button** to set the status to **Active**. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Facilitators.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/4XrF6DCmcOjukheP-es-people-groups-es-facilitators.jpg) - Once the people group for facilitators has been created, you can select the people to add to it. In the **left-hand menu**, click to navigate to the **Included** section. - - Click **People** to include individuals, then click **PEOPLE**. - Select the people you would like to include. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Facilitators - Add members.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/AKIjWL5Rtg7pyQkz-es-people-groups-es-facilitators-add-members.jpg) - - - Alternatively, click **Grouped Conditions** to add groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Facilitators - Add using grouped conditions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/VZ65LJAX9Dy6nO83-es-people-groups-es-facilitators-add-using-grouped-conditions.jpg) - Alternatively, you can select the people to exclude from this group. In the **left-hand menu**, click to navigate to the **Excluded** section. - - Click **People** to exclude individuals, then click **PEOPLE**. - Select the people you would like to exclude. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Facilitators - Exclude members.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/IS5aaesDwmxifRpB-es-people-groups-es-facilitators-exclude-members.jpg) - - - Click **Grouped Conditions** to exclude groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - ES - Facilitators - Exclude using grouped conditions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0IJEFCr3Rv0EVFTZ-es-people-groups-es-facilitators-exclude-using-grouped-conditions.jpg) ##### Create custom people groups for attendees - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **People Groups**. ![ES Setup and configuration menu - People Groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/2Vpg9G7WwRvMLOHi-es-setup-and-configuration-menu-people-groups.jpg) - In the **left-hand menu**, navigate to **Custom**, then click **+PEOPLE GROUP**. ![ES People Groups - Custom - Add people group.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/EosPPXTVeB1kcyZX-es-people-groups-custom-add-people-group.jpg) - Enter a descriptive name for the group of attendees. - Click the **toggle** **button** to set the status to **Active**. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/EjmW3QQ6HX2BHYJk-es-people-groups-custom-add-people-group-details.jpg) - Once the people group for attendees has been created, you can select the people to add to it. In the **left-hand menu**, click to navigate to the **Included section. - - Click **People** to add individuals, then click **PEOPLE**. - Select the people you would like to add. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Included individuals.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hzEEW20QHoEKOra4-es-people-groups-custom-add-people-group-included-individuals.jpg) - - - Click **Grouped Conditions** to add groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Included groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/vpOZhOIXnh1gTcQ1-es-people-groups-custom-add-people-group-included-groups.jpg) - Alternatively, you can select the people to exclude from this group. In the **left-hand menu**, click to navigate to the **Excluded** section. - - Click **People** to exclude individuals, then click **PEOPLE**. - Select the people you would like to exclude. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Excluded individuals.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/EJ5v4xbR0LLT3OLw-es-people-groups-custom-add-people-group-excluded-individuals.jpg) - - - Click **Grouped Conditions** to exclude groups of people based on criteria such as job titles, organisational nodes, etc. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES People Groups - Custom - Add people group - Excluded groups.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/wCuG6mD4aIOfyLfB-es-people-groups-custom-add-people-group-excluded-groups.jpg) #### Set up approval workflows Should an event require a manager’s approval, an administrator can configure an **approval workflow**. - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Ruleset Setup**. ![ES Setup and configuration menu - Ruleset setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pbrryyY3qSbFPZo7-es-setup-and-configuration-menu-ruleset-setup.jpg) - Select the **ruleset** you would like to update. ![ES Setup and configuration menu - Ruleset setup - Select ruleset.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/q4zJLoOyieURcGGC-es-setup-and-configuration-menu-ruleset-setup-select-ruleset.jpg) - Navigate to the **Products** tab. ![ES Products tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0KQ81oK42R2OgzCz-es-products-tab.jpg) - Click on the **People Management** product card, then click **Product Setup.** ![ES Products tab - People Management - Product Setup.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/wFWYZvHB8W5PgDaC-es-products-tab-people-management-product-setup.jpg) - Navigate to the **HR Processes** tab, then click **+PROCESS FLOW.** ![ES Approval Workflow - HR Processes tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/JFmpFBDvYf3JwEkl-es-approval-workflow-hr-processes-tab.jpg) - Enter the **name** and the **code** for the process flow. - Select the **workflow sensitivity fallback** from the **dropdown menu.** ![ES Approval Workflow - Add process flow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/T6STWkl7LwqI936m-es-approval-workflow-add-process-flow.jpg) - From the **dropdown menu,** select the **reporting line** associated with the manager responsible for this approval workflow. ![ES Approval Workflow - Select reporting line.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/u9xxwPFPHczYEKNH-es-approval-workflow-select-reporting-line.jpg) - If required, add **special instructions** which will be displayed once the manager receives training requests for this event. - Using the **dropdown menu,** select the **text** to display on the **action buttons** on the training request. ![ES Approval Workflow - Instructions and buttons.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/c8tTkSxD2UlkuJAA-es-approval-workflow-instructions-and-buttons.jpg) - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES Approval Workflow - Add process flow - Add another, save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/reS8JHecQFsDI2C5-es-approval-workflow-add-process-flow-add-another-save.jpg) - The new workflow will be displayed in the **Workflows** table. ![ES Approval Workflow - Workflow added successfully.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/kyUqqctNJ6Qilxqb-es-approval-workflow-workflow-added-successfully.jpg) #### Create training interventions If an event should be logged to the attendee’s training history, a **training intervention** should be linked to it. However, before creating the event, the training intervention needs to be added to the **Training Intervention Library**. - Click the **gear icon** to access the **Setup and Configuration** menu. ![ES Setup and configuration menu.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QODEfvIyUnjd7MDl-es-setup-and-configuration-menu.jpg) - Click **Other System Administration**. ![ES Setup and configuration menu - Other System Administration.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/1jyHevZukG8z8IFc-es-setup-and-configuration-menu-other-system-administration.jpg) - In the new tab that opens, click **Training Interventions** in the **Training Scheduling** block. ![ES Create Event - System Admin Portal - Training Interventions.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/aXckdDN6qZ1Y8ipE-es-create-event-system-admin-portal-training-interventions.jpg) - The **Training Intervention Library** will open in a new tab. To add a new training intervention, click **ADD**. ![ES Create Event - Training Intervention Library.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0SnfBPkJS8WWYeaC-es-create-event-training-intervention-library.jpg) - Complete the **details** for the course’s training intervention. Please note that all the fields marked with an asterisk (\*) are compulsory. - - Fill in the name, then select the pathway step type and training provider (if applicable) from the **dropdown menus**. ![ES Create Event - Training Intervention Library - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/ZKgwvxByqnHKyb5h-es-create-event-training-intervention-library-add.jpg) - - - Select the learning type, nature of learning, training classification, training category, and skills priority from the **dropdown menus**. ![ES Create Event - Training Intervention Library - Add (continued).jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/xWPoCiUiAIcd1mI3-es-create-event-training-intervention-library-add-continued.jpg) - - - If required for compliance purposes, select when the learner record will expire. ![ES Create Event - Training Intervention Library - Learner record expiry.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Qs1WFv4nwlpZUaDg-es-create-event-training-intervention-library-learner-record-expiry.jpg) - - - Configure certificate printing for the course (if required). ![ES Create Event - Training Intervention Library - Certificates.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/3cGLukLOi3J7mjtm-es-create-event-training-intervention-library-certificates.jpg) - - - At the bottom of the screen, click **SAVE** when you are finished, **SAVE ADD NEW** to add another training intervention, or **BACK TO LIST** to return to the **Training Intervention Library**. ![ES Create Event - Training Intervention Library - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/aOmGPMRGX4X90OU7-es-create-event-training-intervention-library-save.jpg) #### Success! Congratulations! You have successfully implemented the **Event Scheduling** module. For more details on how to use the module, view the next chapter: **[C](https://signature.signifyhr.co.za/books/people-management-d8c/chapter/chapter-4-using-the-people-management-module "Using the People Management module")[hapter 4: Using the Event Scheduling module](https://signature.signifyhr.co.za/books/event-scheduling/chapter/chapter-4-using-the-event-scheduling-module "Using the Event Scheduling module")**. [![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)