# Chapter 4: Using the Event Scheduling Module # Add Event Details [![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) - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Click to navigate to the **List View** tab, then click **+EVENT**. ![ES Create event - List View.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/5LtrntQueNkMjvQW-es-create-event-list-view.jpg) - Enter a **name** for the event. ![ES Create Event - Event Details - Name.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/a29jfrTZZyzBgcgI-es-create-event-event-details-name.jpg) - To create a learner record for attendees, link a **training intervention** from the **Training Intervention Library** using the Course field. If a learner record should not be created, provide a name for the course and tick the **Free text checkbox**. ![ES Create Event - Event Details - Add training intervention.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/6L0fwZwcUJdlI8vE-es-create-event-event-details-add-training-intervention.jpg) - From the **dropdown menu**, select the event’s **coordinator**. ![ES Create Event - Event Details - Add coordinator.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/fOkq6JAP1eRl0bdr-es-create-event-event-details-add-coordinator.jpg) - From the **drop-down menu**, select the event’s **training provider**. - Use the **search bar** to easily find the training provider in the list of dropdown menu items, then click on the training provider’s name. - If the training provider is not listed in the **Master Data Library**, provide a name for the training provider and tick the **Free text checkbox**. ![ES Create Event - Event Details - Add training provider.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/oB7nAeYF8z5aInXH-es-create-event-event-details-add-training-provider.jpg) - Attendance can be automatically marked by selecting the number of minutes after each session. To do this, tick the **Automark Attendance after the Event checkbox**. ![ES Create Event - Event Details - Automark attendance.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/QwVGM00uKrwydJ6C-es-create-event-event-details-automark-attendance.jpg) - From the dropdown menu, select the physical **venue** and the **room**. ![ES Create Event - Event Details - Add physical venue.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/suC8pP74V4BpfheP-es-create-event-event-details-add-physical-venue.jpg) - **Virtual channels**, such as Teams or Zoom, can be selected from the **drop-down menu** to present this event online. ![ES Create Event - Event Details - Add virtual channel.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/BUBZInzve1QlIY8Q-es-create-event-event-details-add-virtual-channel.jpg) - Enter the **minimum** and **maximum** number of attendees allowed, as well as the number of **waitlist** spots for this event. - Click the **toggle** **button** to count only physical venue bookings when considering booking limits for an event. ![ES Create Event - Event Details - Attendee limits.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/116cvDRZfcb1UYWr-es-create-event-event-details-attendee-limits.jpg) - Configure the booking and cancellation deadlines. - Enter the number of days before the event during which **bookings** will be accepted. - Click the **toggle** **button** to set the status to include non-working days. - Enter the number of days before the event during which **cancellations** will be accepted. - Click the **toggle** **button** to set the status to include non-working days. ![ES Create Event - Event Details - Bookings and cancellations.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/s9IeMIPOiOSO9Co3-es-create-event-event-details-bookings-and-cancellations.jpg) - Use the text boxes to describe the **intended target market** for this event and to list any **terms and conditions**. ![ES Create Event - Event Details - Target market and Ts&Cs.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/jHLgHnwRHXwBNXcn-es-create-event-event-details-target-market-and-tscs.jpg) - Select the **event status**, such as Draft, Confirmed, Finalised, or Cancelled. - Only confirmed events will be displayed in the Calendar view. ![ES Create Event - Event Details - Event status.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/uYupzj9g2tnQ39fT-es-create-event-event-details-event-status.jpg) - Use the **drop-down menu** to select a pre-configured workflow process for the event’s approvals. ![ES Create Event - Event Details - Approval workflow.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/BMVl5849KAinTMov-es-create-event-event-details-approval-workflow.jpg) - Click the **toggle** **button** to set the status to require administrator approval. - If an administrator’s approval is required, any event scheduling administrator can approve an attendee’s registration request. - Click the **toggle** **to set the status to require manager** approval. - If a manager’s approval is required, then the employee’s training manager will be notified. Event scheduling administrators can override manager approvals. ![ES Create Event - Event Details - Admin and Manager approvals.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/w7BhSfS5NZmSoX7X-es-create-event-event-details-admin-and-manager-approvals.jpg) - Choose the **date**, **time range**, and **facilitators** for the event. Multiple facilitators can be selected for a single event. ![ES Create Event - Session Details - Add session details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/FLsdn3NtB94TnV3t-es-create-event-session-details-add-session-details.jpg) - If the event spans over multiple days, another session can be added by clicking on the **copy icon**. ![ES Create Event - Session Details - Copy session details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/6VvAut6O2ix5G0QU-es-create-event-session-details-copy-session-details.jpg) - To delete a session, click the **dustbin icon**. ![ES Create Event - Session Details - Delete session details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/rKZAHVKTRHPT1xJt-es-create-event-session-details-delete-session-details.jpg) - Additional details about the event can be captured in the **Extended Details** section. From the **drop-down menus**, select Classification, Category, Region, and Course Type (which administrators previously configured as master data). ![ES Create Event - Extended Details - Classification, Category, Region, Course Type.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/SzVyxcOtsSY7S6SE-es-create-event-extended-details-classification-category-region-course-type.jpg) - Additional **comments** about the event can be entered in the text box. - An external URL can be provided for attendees to complete a **survey**. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES Create Event - Extended Details - Comment, Survey, Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/7m0Vr54nwwa346hp-es-create-event-extended-details-comment-survey-save.jpg) [![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) # Configure Event Notifications [![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) - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab and expand the **course** you would like to edit by clicking on its name. ![ES Create Event - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click on the **name** of the event you would like to edit. ![ES Create Event - Open Event to Edit.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hIkkwLFROiDwrbx8-es-create-event-open-event-to-edit.jpg) - In the **left-hand menu**, click **Notifications**. ![ES Create Event - Notifications.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0h5rfwGD221t7lKy-es-create-event-notifications.jpg) - Email templates linked to **Event Scheduling** will be listed in the table. - Templates can be previewed by clicking the **view icon**. - Click the **toggle** **button** to set the template’s status to **Active**. ![ES Create Event - Notifications - Preview.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/qTR0oyQJR4IZmsf1-es-create-event-notifications-preview.jpg) [![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) # Add Attendees [![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) - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab and expand the **course** you would like to edit by clicking on its name. ![ES Create Event - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click on the **name** of the event you would like to edit. ![ES Create Event - Open Event to Edit.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hIkkwLFROiDwrbx8-es-create-event-open-event-to-edit.jpg) - In the **left-hand menu**, click **Attendees**. ![ES Create Event - Attendees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/ulzA5ZdnQHXKJCXA-es-create-event-attendees.jpg) - Use the radio buttons to select people groups or individuals to link. ![ES Create Event - Attendees - Individuals or group.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/nuwYDrpn1Kb1I6P2-es-create-event-attendees-individuals-or-group.jpg) - To add individual attendees, click **+ATTENDEE**. ![ES Create Event - Attendees - Add Individual attendees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/xbXi0qSE5Souwubw-es-create-event-attendees-add-individual-attendees.jpg) - In the pop-up window, select the people group from the **dropdown menu** to filter people. - Click the **toggle** **button** to add everyone in the people group. ![ES Create Event - Attendees - Add individual attendee - Select, Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/tXv46yPGC0Z4YN3E-es-create-event-attendees-add-individual-attendee-select-save.jpg) - Use the **search bar** to find a specific person, job position, or location within the organisation. - Use the **checkboxes** next to the names to select the required attendees. - Click **SAVE** when you are finished, SAVE ADD NEW** to add another attendee or click **CANCEL** to discard your edits. ![ES Create Event - Attendees - Add individual attendee - Filter, Select and Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hAovm7lzMMK2RzpO-es-create-event-attendees-add-individual-attendee-filter-select-and-save.jpg) - The selected attendees will appear in the table. - To **delete** an attendee, tick the **checkbox** next to their name. If you click **SAVE**, the selected attendees will be deleted. - The status of the attendee's booking is shown in the right column. - If an approval workflow is linked to this event, the status will include an icon to show that the attendee's booking is awaiting an administrator's or manager's approval. ![ES Create Event - Attendees - Add individual attendee - Attendees added, awaiting approval.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/FkvDbrdtY8uJsOsK-es-create-event-attendees-add-individual-attendee-attendees-added-awaiting-approval.jpg) - To add a group of people, select the custom people group you have previously created from the **dropdown menu**. - Click the **view icon** to view the people in the people group. - Please note that if you have already added individual attendees, adding an attendee people group will replace the list of individual attendees. - To add an attendee when using the **People Group** option, you will need to update the people group as described earlier. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES Create Event - Attendees - Add people group attendees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Agv2UW7sGKgvQDxX-es-create-event-attendees-add-people-group-attendees.jpg) [![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) # Configure Who Can Book [![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) If the attendees selected for the event (in the previous step) are individuals, you can use the **Who Can Book** tab to configure employee self-service for bookings. - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab and expand the **course** you would like to edit by clicking on its name. ![ES Create Event - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click on the **name** of the event you would like to edit. ![ES Create Event - Open Event to Edit.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hIkkwLFROiDwrbx8-es-create-event-open-event-to-edit.jpg) - In the **left-hand menu**, click **Who Can Book**. - Click the **toggle** **button** to set the status to display the event on end users’ calendars. - Select a **colour** for this event. - Use the radio buttons to choose who can book themselves on this event: - Everyone can book themselves, or - Managers can book from the people groups listed below, or - People from the selected people groups can book themselves. - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. [![ES Create Event - WCB - Calendar event details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/scaled-1680-/WgHyG3CQxVwhPfmg-es-create-event-wcb-calendar-event-details.jpg)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/WgHyG3CQxVwhPfmg-es-create-event-wcb-calendar-event-details.jpg) [![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) # Upload Documents to an Event [![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) - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab and expand the **course** you would like to edit by clicking on its name. ![ES Create Event - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click on the **name** of the event you would like to edit. ![ES Create Event - Open Event to Edit.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hIkkwLFROiDwrbx8-es-create-event-open-event-to-edit.jpg) - In the **left-hand menu**, click **Documents**. - Click **UPLOAD** to link a file to this event so attendees can download it. - Choose the file you would like to upload. - Click **SAVE** when you are finished, SAVE ADD NEW** to add another file (up to five files allowed) or click **CANCEL** to discard your edits. ![ES Create Event - Documents - Upload attendee resources.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/yijKYHt09CU27sTU-es-create-event-documents-upload-attendee-resources.jpg) - Click **UPLOAD** to link a file to this event so facilitators or coordinators can download it. This document is not visible to attendees. ![ES Create Event - Documents - Upload facilitator resources.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/podW6g6HJru88gLu-es-create-event-documents-upload-facilitator-resources.jpg) - Choose the file you would like to upload. Please note that up to five files are allowed. - Click **SAVE** when you are finished, SAVE ADD NEW** to add another file or click **CANCEL** to discard your edits. ![ES Create Event - Documents - Upload facilitator document and save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Q8810QwoMM9EVoHc-es-create-event-documents-upload-facilitator-document-and-save.jpg) [![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) # Configure Costing Structures [![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) Administrators can add costing structures to events. The cost description categories are specified on the linked training intervention. The costs are then defined using the **Event Scheduling** module. #### Add costs to the training intervention - 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. Select the **training intervention** you have created for this event. ![ES Create Event - Costing Structure - Add costs - Select Training intervention.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/i5PyyUMtWfZqndTo-es-create-event-costing-structure-add-costs-select-training-intervention.jpg) - Navigate to the **Costing Structure** tab, then click **ADD**. ![ES Create Event - Costing Structure - Add costs - Add costs to training intervention.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/LhxOTZh57f2HAydK-es-create-event-costing-structure-add-costs-add-costs-to-training-intervention.jpg) - In the pop-up window, click **ADD** to add default cost items. ![ES Create Event - Costing Structure - Add costs - Add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/ojBWnCMxTcAknQWQ-es-create-event-costing-structure-add-costs-add.jpg) - Once the costing structure detail window loads, fill in the **cost description**. - If the cost item should be a default item, tick the **checkbox**. - Click **SAVE** when you are finished, SAVE ADD NEW** to add another item or click **CANCEL** to discard your edits. ![ES Create Event - Costing Structure - Add costs - Add cost descriptions to training intervention.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/NqMA9Pv7eAQR32lu-es-create-event-costing-structure-add-costs-add-cost-descriptions-to-training-intervention.jpg) - Choose which costs to link to the event by ticking the **checkbox** next to each cost item. - When you have selected all the relevant costs, click **SELECT**. ![ES Create Event - Costing Structure - Add costs - Select costs to add.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/a83zRaxiQ8T6DO9r-es-create-event-costing-structure-add-costs-select-costs-to-add.jpg) - For each cost item, add the **cost amount**. - Tick the **checkboxes** if the cost should change per attendee, and if the cost item is editable. - Once you are finished, click **SAVE**. ![ES Create Event - Costing Structure - Add costs ro each cost description.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/RYlx1oLCVRKd33zj-es-create-event-costing-structure-add-costs-ro-each-cost-description.jpg) #### Add costs to the event - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab and expand the **course** you would like to edit by clicking on its name. ![ES Create Event - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click on the **name** of the event you would like to edit. ![ES Create Event - Open Event to Edit.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/hIkkwLFROiDwrbx8-es-create-event-open-event-to-edit.jpg) - In the **left-hand menu**, click **Costing Structure**. Click **+COST** to link costs to this event. ![ES Create Event - Costing Structure - Add costs.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CaVIfRcD3SWlGFeW-es-create-event-costing-structure-add-costs.jpg) - Use the **checkboxes** to link the applicable cost descriptions to the event. ![ES Create Event - Costing Structure - Add costs to event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/04KGviZ1if8hO4q5-es-create-event-costing-structure-add-costs-to-event.jpg) - Click **SAVE** when you are finished or click **CANCEL** to discard your edits. ![ES Create Event - Costing Structure - Add costs to event and save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/IS2FEqWedy5oOBnE-es-create-event-costing-structure-add-costs-to-event-and-save.jpg) - The cost descriptions will be listed in the **Costing Structure** table. Each cost description item can be edited: - Enter the cost amount. - Click the **toggle** **button** to change the cost per attendee. - Click the **toggle button** to set the cost distribution to be evenly distributed across all attendees. - Click the **toggle** **button** to set the status to exclude the cost for virtual attendees. ![ES Create Event - Costing Structure - Add costs for event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/aWz9h50kqy5SdVlx-es-create-event-costing-structure-add-costs-for-event.jpg) - In the costing structure **summary** section, the costs per person and per virtual attendee will be listed, along with the total cost for this event. ![ES Create Event - Costing Structure - Total costs for event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/opqBu7SyQnSsDbzp-es-create-event-costing-structure-total-costs-for-event.jpg) [![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) # Update Attendance for Events [![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) Attendance can be updated for each attendee at each event. - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab. - Expand the event for which you would like to update attendance. ![ES Create Event - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click to access the **attendance records** for the event. ![ES ES Click attendance records for an eventcard.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Se1rclypZ0I2Xfxj-es-es-click-attendance-records-for-an-eventcard.jpg) - From the pop-up window, select the session from the **dropdown menu**. ![ES ES Update attendance - Select session.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/5mWuNwgx7ww37gVP-es-es-update-attendance-select-session.jpg) - Use the icons below the **Attendance** heading to update attendance for all attendees. - Click the **tick icon** to mark all attendees as **Attended**. - Click the **envelope icon** to mark all attendees as **Absent with an excuse**. - Click the **cross icon** to mark all attendees as **Absent**. ![ES ES Update attendance - Update for all attendees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/DazvHULyLAwsQd8b-es-es-update-attendance-update-for-all-attendees.jpg) - Click **CONFIRM** to proceed or **CANCEL** to discard your changes. ![ES ES Update attendance - Update for all attendees - Confirm.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8cCMxdGTEzisIDtv-es-es-update-attendance-update-for-all-attendees-confirm.jpg) - Alternatively, update each attendee’s attendance status individually by clicking the icons in the **Attendance** column next to their name. ![ES ES Update attendance - Update for individual attendees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/vTwpFyF9FekyAcDa-es-es-update-attendance-update-for-individual-attendees.jpg) - Optionally, **notes** about the session can be added for each attendee. ![ES ES Update attendance - Update for individual attendees - Notes.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/m0bFfff3jn24zSYf-es-es-update-attendance-update-for-individual-attendees-notes.jpg) - The buttons at the bottom of the pop-up window have the following functions: - Click **VIEW ATTENDANCE HISTORY** to view the attendance register for each session in the event. - Click **SEND ABSENCE NOTIFICATIONS** to notify absent attendees of missed sessions. - Click **EXPORT ATTENDANCE REGISTERS** to export attendance registers to an Excel document. - Click **SAVE FOR LATER** to save your changes. - Click **SAVE & SET ALL UNMARKED ATTENDED** to save your changes and set all unmarked records to **Attended**. ![ES ES Update attendance - Buttons.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/1SahiLJHUCBlJBgi-es-es-update-attendance-buttons.jpg) [![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) # Update Attendees' Overall Completion Status [![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) Attendees’ overall completion status can be updated for each event. - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab. - Expand the event for which you would like to update the overall completion status. ![ES Create Event - List View - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click to access the **overall status** for the event. ![ES ES Update overall completion status.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/pJ9JKse80HaCVQK9-es-es-update-overall-completion-status.jpg) - Use the icons under the **Overall Status heading to update the status for all the attendees. - Click the **tick icon** to mark all attendees’ statuses as **Completed**. - Click the **cross icon** to mark all attendees’ statuses as **Not** **Completed**. - Click the **calendar icon** to mark all attendees’ statuses as **Rescheduled**. - Click the **cancel icon** to mark all attendees’ statuses as **Cancelled**. ![ES ES Update overall completion status - For all attendees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/wlWUaqCKMFLJzUQq-es-es-update-overall-completion-status-for-all-attendees.jpg) - Click **CONFIRM** to proceed or **CANCEL** to discard your changes. ![ES ES Update overall completion status - For all attendees - Confirm.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/K8joxbnqzQ3oOTm0-es-es-update-overall-completion-status-for-all-attendees-confirm.jpg) - Alternatively, update each attendee’s overall completion status individually by clicking the icons in the **Overall Status column next to their name. ![ES ES Update overall completion status - For individuals.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/xFId7zaerVnLpZDc-es-es-update-overall-completion-status-for-individuals.jpg) - Use the icons under the **Competent Status** heading to update the competency for all the attendees. - Click the **tick icon** to mark all attendees’ statuses as **Competent**. - Click the **cross icon** to mark all attendees’ statuses as **Not Yet Competent**. - Click the **cancel icon** to mark all attendees’ statuses as **Not Applicable**. ![ES ES Update competent status - For all attendees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/RIMC99zAaA3ObA4c-es-es-update-competent-status-for-all-attendees.jpg) - Click **CONFIRM** to proceed or **CANCEL** to discard your changes. ![ES ES Update competent status - For all attendees - Confirm.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Kobyx6ZQRb7W23s6-es-es-update-competent-status-for-all-attendees-confirm.jpg) - Optionally, **notes** about the event can be added for each attendee. ![ES ES Update status - Notes.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/9UFlEtZWXlwgvPz9-es-es-update-status-notes.jpg) - The buttons at the bottom of the pop-up window have the following functions: - Click **EXPORT OVERALL STATUS to export the overall completion status of all attendees to an Excel document. - Click **VIEW ATTENDANCE HISTORY** to view the attendance register for the event. - Click **SAVE FOR LATER** to save your changes. - Click **SAVE & SET ALL UNMARKED COMPLETED to save your changes and set all unmarked records to **Completed**. ![ES ES Update overall completion status - Buttons.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/6GlydQdsCU6lE7xz-es-es-update-overall-completion-status-buttons.jpg) [![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) # View Costs per Attendee [![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) - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab. - Expand the event for which you would like to view the per-attendee costs. ![ES Create Event - List View - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click to access the **overall status** for the event. ![ES ES Cost per attendee - Click Overall status.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/r7n8uj21G4Jboq2U-es-es-cost-per-attendee-click-overall-status.jpg) - Click the **arrow icon** next to an attendee’s name to expand their event record. ![ES ES Cost per attendee - Expand attendee info.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/zYeB08cmC3acTbJZ-es-es-cost-per-attendee-expand-attendee-info.jpg) - The costs linked to the attendee are listed. - Costs **distributed** to all attendees during event configuration cannot be edited. - Costs **charged per attendee** during event configuration can be edited. - **Invoice reference numbers** and **invoice dates** can be recorded. - Click the **toggle** button to set the cost’s status to **Paid**. ![ES ES Cost per attendee - Cost information.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/BaQ8G25EmNMvCRaP-es-es-cost-per-attendee-cost-information.jpg) - The invoice information can be copied to all the other attendees by clicking **COPY INVOICE INFORMATION**. ![ES ES Cost per attendee - Cost information - Copy to all.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Z9aMkY3ijOdj8PoO-es-es-cost-per-attendee-cost-information-copy-to-all.jpg) - Click **CONFIRM** to proceed or **CANCEL** to discard your changes. ![ES ES Cost per attendee - Cost information - Copy to all - Confirm.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/lprpKV8H0qSLryI8-es-es-cost-per-attendee-cost-information-copy-to-all-confirm.jpg) [![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) # View Historical Attendance [![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) - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab. - Expand the event you would like to view the attendance history for. ![ES Create Event - List View - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click the **history icon** to view the event's **attendance history**. ![ES ES Historical attendance.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/PQRo6yF2UAiG30TF-es-es-historical-attendance.jpg) - The pop-up window displays the **attendance history** for the event, with the following features: - Use the **sliders** at the top of the window to filter the attendance history by dates. - Click on the **pencil icon** to edit the attendance for a specific session. - Attendees who attended the event are marked with a **green tick icon**. - Attendees who were absent with an excuse are marked with a **yellow tick icon**. - Attendees who were absent without an excuse are marked with a **red tick icon**. - Click **+SESSION** to navigate to the event configuration screen, where you can add another session. - Click **+ATTENDEE** to navigate to the attendee list, where you can add more attendees. ![ES ES Historical attendance - View.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/fujfgq5fOeM32ag3-es-es-historical-attendance-view.jpg) [![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) # How to Book Myself on an Event [![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) Employees can use the self-booking service to book themselves on open events. - Hover over the **sidebar** menu, then click **Event Scheduling**. ![ES ES Book myself on an event - Navigate to ES.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/5yXEvVqqMZZYo0lT-es-es-book-myself-on-an-event-navigate-to-es.jpg) - When on the **Calendar View** tab, click **+BOOK MYSELF ON MULTIPLE EVENTS**. ![ES ES Book myself on an event - Calendar view - Book myself.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/KXI9Ba05h4ZLhSln-es-es-book-myself-on-an-event-calendar-view-book-myself.jpg) - Use the **date filter** to view events within a specific date range. Click the **calendar icon** to change the date range. - Use the **search bar** to search for a specific event by name. - Tick the **checkbox** next to an event to book yourself on that event. ![ES ES Book myself on an event - Calendar view - Book myself - Events.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/9BlKfbCp1D9DRMHJ-es-es-book-myself-on-an-event-calendar-view-book-myself-events.jpg) - Once an event has been selected, click **SUBMIT BOOKING REQUEST** to continue. ![ES ES Book myself on an event - Calendar view - Book myself - Book an event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/V7ze9O30e93awqr6-es-es-book-myself-on-an-event-calendar-view-book-myself-book-an-event.jpg) - If the employee has a **conflicting booking**, the system will display a pop-up window warning them of the overlap. - To proceed with registering for the new event, first cancel the existing booking or choose a different timeslot. - Click **CONTINUE** to proceed. ![ES ES Book myself on an event - Calendar view - Book myself - Book an event - Overlapping booking.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CY8ZSVAG06BtmVZh-es-es-book-myself-on-an-event-calendar-view-book-myself-book-an-event-overlapping-booking.jpg) - If the employee has no conflicting bookings, the **booking motivation** pop-up window will appear. - Select the **motivation for booking** from the **dropdown menu** and fill in any **special requirements**. ![ES ES Book myself on an event - Calendar view - Book myself - Book an event - Submit.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/w3xT74WeKGlYFKFL-es-es-book-myself-on-an-event-calendar-view-book-myself-book-an-event-submit.jpg) - Click **SUBMIT when you are finished or click **CANCEL** to discard your edits. ![ES ES Book myself on an event - Calendar view - Book myself - Book an event - Submit request.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/9va54c1a7iAB3wxu-es-es-book-myself-on-an-event-calendar-view-book-myself-book-an-event-submit-request.jpg) - A pop-up message will confirm that you have successfully booked yourself for the event. - Click **CONTINUE** to proceed. ![ES ES Book myself on an event - Calendar view - Book myself - Book an event - Success.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/MkGXOtaLknpyqTuv-es-es-book-myself-on-an-event-calendar-view-book-myself-book-an-event-success.jpg) - The new event will show in the **My Upcoming Events** section. ![ES ES Book myself on an event - Calendar view - Book myself - Booked an event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/9as8NT6jK8arx4no-es-es-book-myself-on-an-event-calendar-view-book-myself-booked-an-event.jpg) - If an employee has requested to attend an event that requires **approval**, the event card will show the system as **Awaiting Manager Approval**. ![ES ES Manager approval - Event awaiting manager's approval.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/L4RBitTiU6ojOkqX-es-es-manager-approval-event-awaiting-managers-approval.jpg) [![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) # How to do Approvals [![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) #### Manager approvals Some events require manager approval for attendees. - Upon submitting a request to attend an event, the attendee’s **manager** will be notified by **email**. ![ES ES Manager approval - Inbox - Email notification.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/xLTW17jgsdQZzjvI-es-es-manager-approval-inbox-email-notification.jpg) - Additionally, when navigating to the **Dashboard**, the manager will see a new request on the **HR Processes widget** if it has been enabled. - Click **VIEW ALL REQUESTS** to proceed. ![ES ES Manager approval - Dashboard - HR Processes widget.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/PCqiMEZukqBgo7Mw-es-es-manager-approval-dashboard-hr-processes-widget.jpg) - Alternatively, the manager can access training requests by clicking the **envelope icon** to open their **System Inbox**. - Click on **HR Processes** to continue. ![ES ES Manager approval - Dashboard - Inbox.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/jO2jWRfg6T7EwfnH-es-es-manager-approval-dashboard-inbox.jpg) - The **HR Processes** feature of the **System Inbox** will open. - In the **left-hand menu**, click **AWAITING YOUR APPROVAL** to view open requests. - Find the employee’s training request, then click **APPROVE/DECLINE**. ![ES ES Manager approval - Inbox - Submitted requests.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/X8iEdmMz4AyoZH5s-es-es-manager-approval-inbox-submitted-requests.jpg) - In the pop-up window, the request details will appear. - The **event details** will display, including the event name and start and end dates. - The manager can add **notes** about the request. ![ES ES Manager approval - Inbox - Submitted request details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/GTwfJADWIKBj5jPQ-es-es-manager-approval-inbox-submitted-request-details.jpg) - - The manager can **upload files** from their device. - Using the buttons at the bottom of the pop-up window, the manager can: - Click **REQUEST MORE INFO** to obtain more information about the training request from the employee. - Click **DECLINE** to deny the employee’s training request. - Click **APPROVE** to allow the employee to attend the event. ![ES ES Manager approval - Inbox - Submitted request details continued.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/NXruXO9FG52GoV2N-es-es-manager-approval-inbox-submitted-request-details-continued.jpg) - The manager can navigate to **Historical Approvals** using the **left-hand menu**. Here, details about past requests can be viewed. ![ES ES Manager approval - Inbox - Historical approvals.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/xmkwn8G8L9mqEZLG-es-es-manager-approval-inbox-historical-approvals.jpg) #### Administrator approvals Some events require an event administrator's approval for attendees. - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Navigate to the **List View** tab. - Expand the event for which you would like to manage administrator approvals. ![ES Create Event - List View - Navigate to Event.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/CqNfdzV8dTdn2OhT-es-create-event-navigate-to-event.jpg) - Click on the event’s **name** to navigate to its configuration settings. ![ES ES Administrator approval - List view - Event details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/0aB4ZZR0U0kFBZGr-es-es-administrator-approval-list-view-event-details.jpg) - In the **left-hand menu**, click **Attendees**. ![ES ES Administrator approval - Attendees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/mYF4AFCxhUPrnv0y-es-es-administrator-approval-attendees.jpg) - The **status** of the attendee will show **Awaiting Admin approval**. - Click the **tick** **icon** to approve the employee’s request. - Click the **cross** **icons** to decline this request. ![ES ES Administrator approval - Attendees - Awaiting admin approval.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/j9rbCTGKnvDPeEnS-es-es-administrator-approval-attendees-awaiting-admin-approval.jpg) - The attendee’s status will change depending on the icon you click. - To proceed, click **SAVE**. ![ES ES Administrator approval - Attendees - Save.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8Cr2HVI9eZDngEgq-es-es-administrator-approval-attendees-save.jpg) - A pop-up message will ask you to confirm these changes. Click **CONTINUE** to proceed or click **CANCEL** to discard your changes. ![ES ES Administrator approval - Attendees - Continue.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/S560LaJiCT8R0pwI-es-es-administrator-approval-attendees-continue.jpg) [![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) # Using the Calendar View [![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) The following section demonstrates what end users see in the **Event Scheduling** module. - Hover over the **sidebar** menu, then click **Event Scheduling**. ![ES ES Book myself on an event - Navigate to ES.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/5yXEvVqqMZZYo0lT-es-es-book-myself-on-an-event-navigate-to-es.jpg) - The **Calendar View** tab will open. If an employee has been booked for an event, the event details will show in the **My Upcoming Events** section. - Click on the event card for more information. ![ES ES Book myself on an event - Calendar view - Attendee events.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/TPItSlDu0UycKuwP-es-es-book-myself-on-an-event-calendar-view-attendee-events.jpg) - A pop-up window will display information about the event, such as: - **Event details**, including the: - start date, - end date, - number of sessions, - available seats, and - the event coordinator’s name. - The **session schedule**, including the: - dates, - start and end times, and - the facilitators’ names. - Downloadable content, such as **documents**, is specifically for attendees. - Attendees can update their booking by clicking **MODIFY BOOKING**. - An event booking can be cancelled by clicking **CANCEL BOOKING**. - Click **CLOSE** to return to the calendar. ![ES ES Book myself on an event - Calendar view - Attendee events - Event details.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/74zVvp0pa9Bmu7Ea-es-es-book-myself-on-an-event-calendar-view-attendee-events-event-details.jpg) - The **left** and **right** **arrow icons**, as well as the **date dropdown menu**, can be used to view past or future events. ![ES ES Calendar view - Navigation.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/6BYxuWbcBksw6DMM-es-es-calendar-view-navigation.jpg) [![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) # Using the List View [![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) - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Click to navigate to the **List View** tab. ![ES List View tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/d384pgNoqalGoaP7-es-list-view-tab.jpg) - This page shows all events within your date range filter. - Use the **search bar** to search for specific courses or events. - Use the **calendar icon** to change the date range filter. - Courses can be selected using the **dropdown menu**. - Courses are grouped by **Training Intervention** name. - The number of events linked to the training intervention is shown in the **Events** column. - Administrators can click the **+EVENT** button to create a new event. ![ES List View.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/tuhKoCxbgpCbbtDa-es-list-view.jpg) - Employees and non-administrators will view only the events they have been added to and free-to-book events. They are not able to create new events. ![ES List View - Employees.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/Fu62EYmijraUwdRe-es-list-view-employees.jpg) [![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) # Scan QR Codes for Events [![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) The QR code scanning feature lets event attendees quickly log their attendance. - Hover over the **sidebar** menu, then click **Event Scheduling**. ![AA ES ES Sidebar menu item.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/8bvLfCZqrPo4xGHB-aa-es-es-sidebar-menu-item.jpg) - Click to navigate to the **Scan QR Code** tab. ![ES Scan QR Code tab.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/nGA2YYkrocnGj2r0-es-scan-qr-code-tab.jpg) - Once an attendee has been booked on an event, they will receive an email containing a unique QR code. The QR code can be scanned to confirm the attendee’s attendance at events. - Use the **date filter** to find the correct event. - Select the event from the **dropdown menu**. - Select the **session** you would like to update your attendance for from the **dropdown menu**. - Use your phone to scan the **QR code**. - Attendees who have successfully scanned in will be displayed in the block on the right. ![ES Scan QR Code.jpg](https://signature.signifyhr.co.za/uploads/images/gallery/2026-05/c1S9T6yoZwvMbKnE-es-scan-qr-code.jpg) [![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)