Scheduling: Creating Staff Events

Staff events can be used to schedule activities that are not tied to a client (such as trainings, breaks, or drive time).

How to Create a Staff Event

1. Navigate to [Scheduling] tab

• Choose how you want to view schedules:

• [Schedule View]– view one staff member at a time.

• [Overview] – view multiple staff schedules at once.

2. Click on the calendar for the staff member where you want to add the staff event.

3. From the drop-down, select [Staff Event].

4. Set the Staff Event details

• Adjust the [time] and [date] as needed.
• Add [recurrence] if the event repeats regularly.
• Enter a [title] for the staff event (examples: Non-billable Activity, Staff Training, Drive Time, Break).
• Choose the Appropriate [Activity Type]
  
  • Break
  • Transportation
  • Other

5. Select [Note Template] if requiring staff to complete a note. This can be left blank. 

6. Toggle on or off as [Payable]

7. Click [Save Changes] when completed with updating necessary staff events on the calendar

ℹ️Staff Events: A few Important Notes 

• Staff Events cannot be canceled or put into "draft" status, once scheduled if you want to remove a staff event, it has to be deleted. 
  
• You can assign a session note to the staff event, once you select the activity type. The note template must be set up to be associated with that activity type.
• You cannot add custom activity types in Hi Rasmus...yet!

-Updated September 2025