Manage Project Allocations, Absences, and Availability in Eemel
The Workload Calendar allows you to schedule projects (quotes), trainings, vacations, and other workload entries per employee.
Enabling the Workload Calendar
Activate it via the Your Subscription page (top menu button)
Adding Employees to the Calendar
Go to My Info → Users
Make sure under Workload Calendar Info → Visible in workload calendar? the answer is Yes
Under Basic Info, set Active / Allowed to log in? to Yes
Roles and Permissions
Set roles under My Info → Roles
Users with roles other than "Admin" will have their calendar access limited based on their role settings
Specific permissions for the calendar include:
Add workloads
Edit workloads
Delete workloads
Add vacations for all
View user details
Admins have full access unless restricted by assigning a role
“View user details” allows showing additional info beside the employee’s name in the calendar, defined under My Info → Users → Other → Additional Info
Quotes and Projects
Quotes can be scheduled into the calendar if the Quote Management module is enabled
Access quotes under Sales → Quotes
In the workload pop-up, search for a quote (use reference/title for faster lookup)
Without the Quote Management module, only workload types like VACATION, RESERVED, TRAINING, COMPLAINT, OTHER can be added.
Color Coding and Status
Workload entries appear in different colors based on their type
Quotes change color based on their status: Inquiry, Offer, Order, Invoiced, Expired
Employee Groups
Used to organize staff into categories (e.g., Installers, Plumbers)
Add/edit groups via My Info → Employee Groups
Alternatively, create a group directly when editing a user
The group must be Active = Yes to appear in the calendar
Adding a New Workload Entry
Click and drag across the desired dates in the employee’s row
In the pop-up, select the relevant quote/order (if applicable)
Touchscreen Interaction
1st tap = activate move/resize mode
2nd tap = open info box
Drag arrow on the right to adjust duration
Tap empty space to create a new workload (green block appears)
Adjust duration by dragging the arrow
Tap the arrow or drag only one block to create a 1-day entry
Lift finger to open the New Workload pop-up
Resize the Team/Group column by tapping the heading and dragging to adjust width
Using the Calendar Interface
Today button jumps to current day (visible if the calendar spans 3–6 months)
SEARCH fetches calendar data per filter settings: start year/month, duration, offices, employee groups
Size buttons zoom in/out; the number between them toggles month dividers
Holidays are shown in bold yellow — tap for details
Click an empty space in a workload row to see the employee/group name
Move workload by dragging the block
Resize workload by dragging the handle on the right edge
Click a workload to open its info card:
Clicking start/end date navigates to that day
Use the Delete button in the info card to remove it
All changes auto-save, and successful saves show an animation
Failed saves show a popup alert
Use the arrow buttons to move calendar one month forward/back
Resize the Group column by dragging the header
Add extra workload rows via the plus (+) button per employee
Allows overlapping entries
Empty rows without entries are removed on reload
Additional rows are shown in grey and have a circular plus icon
Add Vacation for All
Add VACATION/RESERVED entry to one employee
In the pop-up, click Add to All to apply to everyone