Adding Employees to Activities

You can add employees to an activity.

To add employees to an activity

  1. Navigate to the Calendar screen.

  2. In the daily, weekly, or monthly calendar format, click the hyperlink for an activity description to access the activity.

    The Calendar Detail form appears with the Participants list beneath it.

  3. In the Participants list, click Add Employee.

    The Add Employees dialog box appears. Use Query (the magnifying glass icon) in the Employees list to find an employee as required.

  4. Select one or more employee records, and then click OK.

    The selected employees appear in the Participants list and are part of the activity.

  5. (Optional) Review the Participants list to verify an employee’s availability.