# 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 **dropdown 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 **dropdown 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 **dropdown 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 **dropdown 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)