Before you begin

Make sure you’ve:

☑️ Logged in

☑️ Opened the Company Calendar

☑️ Understood that filters only affect your own Calendar view

Calendar filters help you reduce the amount of information shown on screen so you can focus on the people and events that matter to you.

You can filter by:

The same filters work across the People, Calendar and List layouts.

HR Dashboard > Calendar > Filters

Calendar header showing the Filters button.

To open Calendar filters:

The filter panel contains three sections:

Complete Calendar filters panel.

Use People filters to decide whose events appear in the Calendar.

You can:

These filters work only within the people your access role already allows you to see.

Use Search people to include specific people or organisational groups.

Depending on your access role and your organisation’s structure, you may be able to search for:

As you select items, they appear beneath the search box.

You can include multiple people or groups in the same filter.
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People filter showing organisational groups.

Use Exclude people to remove specific people or groups from your current results.

For example, you might:

Included and excluded filters work together to refine the Calendar.

Turn on Only show people with activity to hide people who have no matching events in the current Calendar view.

For example, if you are viewing:

then only people with matching Annual Leave events during that period remain visible.

People without matching activity are hidden until the option is turned off or filter removed.

Planner event filters let you choose which events appear in the Calendar.

There are two ways to include events:

You can use either method on its own or combine them.

Every event in Sense HR belongs to one of three system event categories:

Selecting an event category displays all event types within that category.

For example, selecting Time off displays all Time off event types, such as Annual Leave, Unpaid Leave and Jury Service.

You can select any combination of the three event categories, or leave them all unselected if you only want to display specific event types.

If you only want to see particular events, rather than every event within a category, deselect all event categories and choose individual event types instead.

Click Select specific event types, then choose one or more event types from the list.

Specific event types are included even if their event category is not selected.

For example:

The Calendar displays Meeting events only.

Or:

The Calendar displays:

This allows you to combine complete categories with individual event types from other categories.

Planner events showing no event categories selected and one specific event type selected.

Use the Show attendance records switch to include or hide attendance events within the Calendar.

When turned on, attendance records appear alongside other Calendar events where your access role allows you to view attendance.

When turned off, attendance records are hidden from the current Calendar view.

After selecting your filters:

✅ The Calendar updates immediately using the selected filters.

When filters are active, the Filters button displays the number of active filters applied to the current view.

Calendar header showing Filters (2) after filters have been applied.

After filters have been applied, Clear filters appears above the Calendar view.

Selecting Clear filters immediately removes all active filters and returns the Calendar to the default base view.
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Unlike Reset all in the filter panel, Clear filters immediately removes the active filters from the Calendar without reopening the filter panel.

Planner event filters include events in two different ways:

Event categories and specific event types can be used independently or together.

The following examples show how the Calendar behaves:

If you regularly use the same combination of filters, you can save them as a personal saved view.

Personal saved views can remember:

For more information, see:

👉 Calendar: Use system views and create personal saved views

Calendar filters never increase what you are allowed to see.

Your access role still determines:

For example:

Calendar filters help you focus on the people and events relevant to your current task.

Remember: