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Chapter 3: Setup and Configuration of Event Scheduling

Event Scheduling

Chapter 4: Using the Event Scheduling Module

Event Scheduling

Chapter 5: FAQs

Event Scheduling

Chapter 6: Glossary

Event Scheduling

Overview of Event Scheduling

Event Scheduling Chapter 1: Introduction to Event Schedu...

The Event Scheduling module sits at the operational centre of how structured learning, training, and development activities are delivered within an organisation. While other modules in the system define what needs to happen, Event Scheduling is responsible ...

Purpose of the Module

Event Scheduling Chapter 1: Introduction to Event Schedu...

The Event Scheduling module can be used as the backbone of a company’s learning and development strategy. Instead of managing training informally, organisations can formalise everything from course planning to attendance tracking and competency outcomes. HR o...

Key Features of the Module

Event Scheduling Chapter 1: Introduction to Event Schedu...

Event management Event creation and administration Events can be linked to training interventions or free-text entries. Coordinators, facilitators, and training providers can be assigned to specific events.  For more information on these roles, see the Ad...

Administrator, Coordinator, and Facilitator Roles

Event Scheduling Chapter 2: Roles and Permissions

In the Event Scheduling module, the roles of Event Administrator, Coordinator, and Facilitator operate at different levels of responsibility, but they work together to ensure that events are successfully planned, delivered, and recorded. In practical terms: ...

Managerial and Employee Roles

Event Scheduling Chapter 2: Roles and Permissions

While the event administrator, coordinator, and facilitator roles support different stages of the event lifecycle, from setup to delivery to tracking, the process is carried out through the involvement of managers and employees, who drive participation and go...

How Event Scheduling Works

Event Scheduling Chapter 2: Roles and Permissions

Based on the guide and the role definitions we have already established, Event Scheduling operates as a controlled lifecycle that progresses from setup to booking to delivery to attendance capture and finally to completion reporting. The exact flow depends on...

Prerequisites for this Module

Event Scheduling Chapter 3: Setup and Configuration of E...

Before implementing the Event Scheduling module, the People Management module must be configured. Follow the guides in the People Management book to ensure you have: Created an organisational structure, Imported users, Configured user roles and permissions, ...

Event Scheduling Implementation Guide

Event Scheduling Chapter 3: Setup and Configuration of E...

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. Compa...

FAQs for Managers and Employees

Event Scheduling Chapter 5: FAQs

FAQs for Managers How do I find the training requests that need my approval? How do I find the training requests that need my approval? Training requests can be found through the HR Processes widget on the Dashboard when it is enabled, or through the envelop...

FAQs for Administrators

Event Scheduling Chapter 5: FAQs

What do I need to switch on before the Event Scheduling module works? What do I need to switch on before the Event Scheduling module works? The module must be activated in Ruleset Setup under the Products tab, and the Event Scheduling item must also be activ...

Glossary

Event Scheduling Chapter 6: Glossary

Attendance record An attendance record is used to document whether each attendee was present at an event session, absent, or absent with an excuse. Administrators use this record to accurately track participation, add notes as necessary, and finalise attendan...

Version 9.1.219.7 (Support Release - 22 April 2026)

RELEASE NOTES List of the Release Notes (2026)

People Groups Correct problem with user people group fetch excluding appointments that end on the current day (#147959) Problem When a user's appointment ends on the current day, then no people groups are returned on which the user is a part of, resulting in ...

Version 9.1.224.1 (Support Release - 20 April 2026)

RELEASE NOTES List of the Release Notes (2026)

People Management Resolved transfer user data validation bug (#147063) Problem When the termination date is before the appointment date when transferring a user to another ruleset, the validation happens, but no message is displayed. The validation appeared b...

Version 9.1.225 (4 May 2026)

RELEASE NOTES List of the Release Notes (2026)

People Management Catching and handling error occurring when terminating inactive person (#146377) Problem When attempting to terminate a user without an active appointment, a “We’re Sorry” page is displayed.  Solution A message is now shown instead, clear...