About the Organizer and Scheduler

The Organizer shows you tasks and information items scheduled for you. The Organizer includes the Scheduler, which allows you to plan tasks for yourself or someone else.

Note: Select Organizer in the Default View field in User Preferences if you want the Organizer to open in the workspace after you log on to Sage HRMS.

Using the Organizer

The Organizer you see when you use Sage HRMS is your own personal Organizer; all scheduled tasks and information items are yours.

The Organizer first opens to the current date and provides three lists: tasks, information, and system events. It displays all tasks, messages, and events scheduled for the current date.

Using the Organizer lists, you can schedule and carry out tasks. You can also record information and plan system events. All uncompleted activities and information are rolled over from day to day.

Move Around in the Organizer

Use any of the following methods to move around the calendar:

To jump to the current date, click the Date button on the Organizer toolbar.
To move to a different day in the current month, click the day in the calendar.
To move to a different month, right-click the month. A list drops down from which you can select a new month.
You can also move to the previous month by clicking the first date in the calendar or any date belonging to the previous month, or move to the next month by clicking the last date in the calendar or any date belonging to the next month.
To move to another year, right-click the year. A list drops down from which you can select a different year.

You can also use the keyboard to move to a different date, as described in the following table.

To	Press This
Move to the previous day.	←
Move to the next day.	→
Move to the previous week.	↑
Move to the next week.	↓
Move to the beginning of the month.	Home
Move to the end of the month.	End
Move to the previous month.	Page Up
Move to the next month.	Page Down

Use the Organizer Toolbar

The Organizer toolbar, located just above the Organizer, enables you to start tasks, jump to today’s date, schedule items, delete or edit items in the lists, and update the Organizer.

The Organizer toolbar contains six buttons.

Button	Description
Execute a Task	Use this button to complete a specific task in the Task list. To start a task, click the task description and click the Start button. Tip: Instead of using the Start button, you can also double-click the task to start it. Depending on what the task is, the first scheduled step in the task appears. For example, if you scheduled the Add New Hire task as your task and you start the task, the Add New Employee dialog box opens for you to enter the name of the new employee. This is the first step for recording a new hire. The only type of item you can start is a task. However, you can edit or delete all types of items, including tasks, information items, and system events.
Jump to Today	The Date button enables you to quickly jump to the current date.
Add Item to Scheduler	The Scheduler lets you schedule a new task, information item or system event. To access the Scheduler, click the Scheduler button.
Delete Item in Scheduler	The Delete button deletes a task, information item or system event. As a precaution, the system asks you to confirm the deletion. To delete an item, highlight it and click the Delete button. A system event can only be deleted by the user for whom it is scheduled.
Edit Item in Scheduler	The Edit button enables you to change information for a specific item. To edit an item, highlight it and click the Edit button. The Scheduler opens for you to edit the item's information. A system event can only be edited by the user for whom it is scheduled.
Refresh Organizer	The system frequently refreshes your Organizer and brings it up to date with items other users might have scheduled for you. Additionally, you can click the Update button any time you want to refresh your Organizer.