Create, copy, or delete an event in Event Manager

Follow this guide to create, copy, or delete events in Humanforce WFM using Event Manager. Event Manager is used to define key event details and geofence settings that support downstream rostering processes in Roster Manager.

Event creation is typically the first step when planning shift coverage for scheduled events, such as concerts, sporting matches, or large functions.

If you are familiar with the Event Planner in Back Office, Event Manager in Humanforce Web offers a simplified yet powerful interface to manage event details, geofencing, and shift coordination.

Part 1: Create a new event

1. Go to Management > Rostering > Event Manager.
2. Click Add a new event from the left-hand panel.

3. Complete required fields:

   • Name

   • Start Date, End Date

   • Start Time, End Time

4. (Optional) Complete additional event fields to support later rostering and reporting:

   • Short Name, Export Code, Event Type

   • Location, Department, Place

   • Comments, Actual/Forecast Costs

5. (Optional) Configure a geofence by entering:
   • Radius (in metres)
   • Latitude and Longitude
   • Or click Find on the map to select coordinates
6. Click Create.

Once saved, the event will appear in the left panel of the Event Manager for the selected date range.

Part 2: Copy an existing event

1. In Event Manager, click on the name of the event you want to copy from the left panel.
2. In the top-right corner of the event panel, click the Event drop-down.
3. Select Copy.
4. Update the New Event Name and select a Start Date.

5. Tick the components to copy:

   • Event comments

   • Functions

   • Functions' comments

   • Shift requirements

6. (Optional) To create multiple copies:

   • Tick Make multiple copies

   • Choose a frequency (Daily, Weekly, Monthly)

   • Set an end condition (by number of occurrences or end date)

   • (Optional) Tick Include start date in Event name for clarity.

7. Click Create.

The new event(s) will be added to the Event Manager and visible for the selected dates.

Part 3: Delete an event

1. In Event Manager, select the event you wish to delete.

2. In the top-right corner, click the Event drop-down.

3. Select Delete.

4. Review the confirmation prompt.

5. Click Yes to permanently remove the event.

Deleted events cannot be restored. Ensure the event and any associated shift data is no longer required before confirming.

Next steps

Once your event is created, you can:

• Set up geofencing for events or functions
• Use Labour Groups in Roster Manager
• Manage shifts in bulk in Roster Manager

To automate event creation, you can also:

• Set up an Event Import through Integration Central

Additional Information

• Only users with appropriate access permissions will be able to create or copy events. If you cannot access these options, contact your System Administrator.
• Events are standalone entities, copying an event does not link it to the original.
• Events created in Event Manager can be used in Roster Manager for shift planning.
• Shift creation and employee assignment are best performed in Roster Manager, not Event Manager, to take advantage of bulk tools, confirmations, and labour groups.