See also Adding Events Programmatically.
Shrinkage: If you plan to use events from the published schedules to create shrinkage profiles, you need to designate its properties in the event.
STEP-BY-STEP
Settings > Application settings > Event type settings > Event types > Click here to create a new event type.
- Name: Add a descriptive name.
- Description is optional.
- Display color: Select from the drop-down.
- Event priority: Select from the previously created list.
- Pay status: Paid or unpaid.
- Minimum role authorized to select this from lists: For most leave as “everyone.” There are other places in the event type behaviors where you can restrict access.
- Shrinkage type: Select whether the event represents discretionary shrinkage, non-discretionary shrinkage, or does not represent any type of shrinkage.
Click Save then continue to the Event type behaviors Predefined event type classifications tab. - Select a preset from the list. This will pre-select the options on the Custom behavior settings tab. You can fine tune the behaviors on this tab, including whether the event requires supervisor approval (see Event Custom Behavior Settings).
- Event reminders: Typically, only create reminders for events that will occur while a person is at work (e.g., breaks, lunches, meetings).
- Click New to create new reminders. Note: Changes to event reminders will affect only future events.
- Reminder length: Enter number of minutes.
- Reminder type: Select Before event start or Before event end. For example, you may want to remind an agent that their break starts in 5 minutes. You can create multiple reminders for each event.
- Description: This is the message an agent will see.
Extras for event types
Security: not typically used for events.
People assigned to this work type: not typically used for events.