Creating event types

Creating event types



Whenever you create an event for a child or staff member, you have to assign it an event type. This determines the names of the fields that appear when you create a document. You can customise event types in System Settings
  1. In the top right, click on  > System Settings.
  2. Click on Events in the sidebar.
  3. Click on the  icon in the top right to add a new event type.
  4. Type in the Name of the event type, and a Description.
  5. Type in the Title Date 1 and Title Date 2. These affect the names of the fields that allow users to pick a date. For example, you may enter "Start Date" and "Due Date". If you leave this blank, the field will not appear.
  6. Check the box next to Reminders/Notifications for the date you want to receive notifications for, if you do.
  7. Fill in the Title Description and Title Notes. These affect the names of the fields that allow users to type in any extra details you may require. If you leave this blank, the field will not appear.
  8. Tick the box next to Staff or Children. If you are eypeople-only, then you cannot use any event types marked only for Children.
  9. Check the box next to Sensitive if you want this event type to be considered sensitive information. If so, only user roles that are assigned access to sensitive information will be able to create or view events of this type. You edit user role access in Global Settings > HR > Staff > Sensitive Information.
  10. Click Save.
Alert
To create event types for all nurseries, go to  > Global Settings, then continue from Step 2.

    • Related Articles

    • Creating document types

      Each document uploaded to a staff or child profile must be assigned a document type. This determines the names of the fields that appear when you create a document. You can customise document types in System Settings. In the top right, click on > ...
    • Adding an event for staff

      eypeople allows you to schedule Events for specific staff members, such as contract changes, reviews, paternity/maternity leave, and so on. These events can be tracked through the calendar, and upcoming events are shown in the Notifications section ...
    • Turn on sensitive information for the staff profile

      In Global Settings, you can mark Medical Details, and Payroll & Bank Details on the staff profiles as sensitive, meaning it can only be viewed by the user roles that are specifically given access. In the top right, click on > Global Settings. Click ...
    • Adding an event through the branch calendar

      You can add nursery-wide events through the Branch Calendar. Click on Calendar in the sidebar. Click on a date in the calendar to add an event. Holding and dragging will let you select multiple dates. Fill out the Name and Description. Edit in the ...
    • Adding an event through the branch calendar

      You can add nursery-wide events through the Branch Calendar. These events apply to both staff and children. Click on Calendar in the sidebar. Click on a date in the calendar to add an event. Holding and dragging will let you select multiple dates. ...