How do I remove someone from the Calendar board? They have moved positions and should no longer appear on the calendar board. We have tried to add an expiry date to the schedule rule for this staff member and run the ‘generate staff schedule’ for his entry but he is still listed under ‘staff’ on the board past the expiry date.
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Go to the employee record (EP203000) and uncheck the Staff Member in Service Management.
Hi
As indicated by Abe, you can uncheck the Staff Member in Service Management checkbox on the Employees form. If you want to keep the checkbox, this is, you want to be able to assign the employee to appointments but do not want them to be shown on the calendar board on a regular basis, then you need to do as follows:
- The employees shown on the calendar are those that have an active Staff Schedule Rule. To remove generated schedule rules, use the action of Roll Back Schedule Generation introduced on 2022R1, located on the Staff Schedule Rule (FS202001). This action will remove all generated schedules associated to the schedule rule.
- In addition to the schedule rules, also ensure the employee does not have any appointment associated on the days you are viewing the calendar .
Go to the employee record (EP203000) and uncheck the Staff Member in Service Management.
Thank you, that worked perfectly.
Hi
As indicated by Abe, you can uncheck the Staff Member in Service Management checkbox on the Employees form. If you want to keep the checkbox, this is, you want to be able to assign the employee to appointments but do not want them to be shown on the calendar board on a regular basis, then you need to do as follows:
- The employees shown on the calendar are those that have an active Staff Schedule Rule. To remove generated schedule rules, use the action of Roll Back Schedule Generation introduced on 2022R1, located on the Staff Schedule Rule (FS202001). This action will remove all generated schedules associated to the schedule rule.
- In addition to the schedule rules, also ensure the employee does not have any appointment associated on the days you are viewing the calendar .
Thank you for the extra information. We are on an Australian site so we haven’t quite upgraded to 2022R1 yet, hopefully in the next couple of weeks. I can see us making use of the roll back process as soon as it is there though!
Hi
As indicated by Abe, you can uncheck the Staff Member in Service Management checkbox on the Employees form. If you want to keep the checkbox, this is, you want to be able to assign the employee to appointments but do not want them to be shown on the calendar board on a regular basis, then you need to do as follows:
- The employees shown on the calendar are those that have an active Staff Schedule Rule. To remove generated schedule rules, use the action of Roll Back Schedule Generation introduced on 2022R1, located on the Staff Schedule Rule (FS202001). This action will remove all generated schedules associated to the schedule rule.
- In addition to the schedule rules, also ensure the employee does not have any appointment associated on the days you are viewing the calendar .
To not show them on the calendar board you will then need to follow the steps I indicated on the previous comment on reversing Staff Schedule rules.
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