Manage Holiday Calendar and Events in Plumm

Summary

In this article

• Before you begin
• Step 1: Add a New Calendar
• Step 2: Edit a Calendar
• Step 3: Duplicate a Calendar
• Step 4: Delete a Calendar
• Step 5:  Add Events to the Calendar
• Step 6: Add a New Event
• Step 7: Edit an Event
• Step 8: Duplicate an Event
• Step 9: Delete an Event
• Step 10: Bulk Delete or Update Events
•  Frequently Asked Questions (FAQ)

Before you begin

• You must have admin permissions to access the Calendar section under Admin > Settings.
• Ensure you have access to the relevant features for adding and modifying both calendars and events.

Step 1.Add a New Calendar

1. 1. Navigate to Admin > Settings.
   2. Click on 'Calendar' in the settings menu.
   3. Click on the "Add Calendar" button to create a new calendar.

   Calendar Fields to Complete:

   • Calendar Name: Enter a name for the calendar (e.g., "Active Working Schedule").
   • Description: Add a description for the calendar (e.g., "A calendar for tracking employee working schedules for 2025").
   • Choose from Template: If available, you can select a template to import predefined events.
   • Country: Select the country for which the calendar applies (e.g., Albania, or "Other").
   • Country Name : If the country is not listed, you can enter a custom country name. (When you select Others in dropdown)
   • Year(s): Select the years for which the calendar will apply (e.g., 2023, 2024, 2025).
   • Events:
     • Event Name: Choose or add the name of the event (e.g., "New Year's Day").
     • Event Date: Select a date for each event.
     • Remove: Delete any unwanted events.
   1. Click 'Save' to create the calendar.

Step 2.Edit a Calendar

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. Find the calendar you wish to edit.
4. Click the "Edit" icon (pencil icon) next to the calendar you want to modify.
5. Modify the following details:
   • Calendar Name
   • Description
   • Country
   • Year(s)
   • Events: Add or remove events as needed.
6. Click 'Save' to apply the changes.

Step 3.Duplicate a Calendar

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. Find the calendar you wish to duplicate.
4. Click the "Duplicate" icon (usually represented by overlapping squares) next to the calendar.
5. A confirmation message will appear:
   • "Are you sure you want to create a duplicate of this calendar?"
6. Click 'Confirm' to create the duplicate calendar.

Step 4.Delete a Calendar

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. Find the calendar you want to delete.
4. Click the "Delete" icon (trash can icon) next to the calendar.
5. A confirmation message will appear:
   • "Are you sure you want to delete this calendar? This action cannot be undone."
6. Type "DELETE" in the confirmation box to confirm.
7. Click 'Confirm' to permanently delete the calendar.

Step 5. Add Events to the Calendar

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. Select the calendar you want to add events to.
4. Click "Add Event" to create a new event for that calendar.
5. Fill out the event details:
   • Event Name: Provide the event name (e.g., "Holi").
   • Event Date: Choose the event date.
   • Employee Activity: Select the activity type (e.g., "Working", "Not working").
   • Visibility: Toggle visibility on or off.
   • Event Details: Optionally, add a description of the event.
6. Click 'Save' to add the event to the calendar.

Step 6.Add a New Event

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. Select the calendar to which you wish to add a new event.
4. Click the "Add Event" button to open the event creation form.
5. Fill out the event fields:
   • Event Name: Provide the name of the event.
   • Event Date: Choose the specific date.
   • Employee Activity: Choose from "Working", "Not working".
   • Visibility: Toggle visibility on or off.
   • Details: Add more information if required.
6. Click 'Save' to create the event.

Step 7.Edit an Event

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. Find the event you want to edit.
4. Click the "Edit" icon (pencil icon) next to the event.
5. Modify the event's details (e.g., name, date, activity, visibility, and details).
6. Click 'Save' to apply changes.

Step 8.Duplicate an Event

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. Find the event you wish to duplicate.
4. Click the "Duplicate" icon (two overlapping squares) next to the event.
5. Confirm the duplication when prompted:
   • "Are you sure you want to create a duplicate of this item?"
6. Click 'Confirm' to duplicate the event.

Step 9.Delete an Event

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. Find the event you want to delete.
4. Click the "Delete" icon (trash can icon) next to the event.
5. A confirmation prompt will appear:
   • "Are you sure you want to delete this? This action cannot be undone."
6. Type "DELETE" in the confirmation box to confirm.
7. Click 'Confirm' to permanently delete the event.

Step 10. Bulk Delete or Update Events

1. Navigate to Admin > Settings.
2. Click on 'Calendar' in the settings menu.
3. To perform a bulk action, select the "Bulk Update" or "Bulk Delete" option.
   • Bulk Update: Modify attributes such as employee activity or visibility for multiple events.
   • Bulk Delete: Select multiple events to delete at once.
4. Select the events you want to update or delete.
5. For Bulk Update, choose the attributes to modify and apply the changes.
6. For Bulk Delete, confirm your selection and click Delete.

Frequently Asked Questions (FAQ)

1.Can I edit or delete an event after it's created?

Duplicating an event or calendar creates a copy with the same details. The copied event can be modified further as needed.

3.Can I delete multiple events or calendars at once?