Calendar

The calendar gives you a visual overview of every important date, deadline, and event across your business - all in one place. Rather than checking each section of Shinepoint individually, the calendar brings together training due dates, risk assessment reviews, policy reviews, approved leave, document expiry dates, and incident follow-ups so you can see what's coming at a glance.

#What Appears on the Calendar

The calendar automatically pulls in dates from across the system, so there's nothing to configure. Each event type is colour-coded to help you quickly distinguish between different kinds of activity.

Training due dates and renewals appear whenever an employee has training that's due or coming up for renewal. The calendar shows both the initial due date and any upcoming renewal dates, so you won't be caught off guard when a certification is about to lapse.

Risk assessment review dates are shown for any assessment that has a scheduled next review date. If a review date has passed without the assessment being updated, it'll be flagged as overdue.

Policy reviews appear when an adopted policy is pending review. Keeping policies current is an important part of compliance, and seeing them on the calendar helps you plan reviews before they become stale.

Document expiry dates show when employee documents - such as licences, right-to-work evidence, or professional certifications - are approaching their expiry. Each entry includes the employee's name, making it easy to follow up with the right person.

Incident corrective actions are displayed when an incident has outstanding corrective actions with due dates. These help you track follow-through on health and safety matters without having to revisit each incident individually.

Approved leave shows across the calendar for all approved leave requests. Annual leave and sick leave each have their own colour, whilst other leave types share a neutral marker. Leave spans multiple days where applicable, so you can see at a glance who's away and for how long.

#Using the Calendar

#Navigating Between Months

The calendar displays one month at a time. Use the arrow buttons to move forwards or backwards through the months, or click Today to jump back to the current month. Today's date is highlighted on the grid so you can quickly orient yourself.

On desktop, the calendar appears as a traditional monthly grid with events shown directly on each day. On mobile devices, it switches to a chronological list of upcoming events for easier reading on smaller screens.

#Filtering Events

You can narrow down what the calendar shows using the filters above the grid. The employee filter lets you view events for a single employee - useful when reviewing someone's upcoming training or leave. The group filter shows events for everyone in a particular employee group, which is helpful if you manage teams with shared requirements.

Below the employee and group filters, you'll find event type toggles for each category: training, risk assessments, policies, document expiry, incidents, and leave. Click any toggle to show or hide that type of event. This is particularly handy when the calendar is busy and you want to focus on just one area - for instance, toggling everything off except training to plan upcoming renewals.

#Viewing Event Details

Click any day on the calendar to see a detailed list of that day's events. Each event shows its title, type, and current status. Clicking an individual event takes you directly to the relevant page - a training record, risk assessment, policy, or leave request - so you can review or take action without searching for it.

The sidebar on the right provides two helpful summaries. Overdue items are shown at the top in red, giving you an immediate sense of anything that needs urgent attention. Below that, Upcoming This Week lists events in the next seven days so you know what's on the immediate horizon.

#Understanding the Colour Coding

The legend in the sidebar explains what each colour represents. At a glance: training events appear in cyan, risk assessments in violet, policies in green, document expiry dates in amber, and incidents in red. Leave events are split into annual leave (cyan), sick leave (amber), and other leave types (grey). Any overdue item is marked with a red indicator regardless of its category, so overdue items stand out clearly.

#Staying Ahead of Deadlines

The calendar is most valuable when you use it proactively rather than reactively. A quick check at the start of each week helps you stay ahead of what's coming rather than scrambling when deadlines arrive.

For training renewals, the calendar shows both current due dates and future renewal dates. If you spot several employees with renewals clustering in the same period, you can stagger bookings to avoid disruption. The same principle applies to risk assessment reviews - seeing them on the calendar well in advance gives you time to schedule them properly rather than rushing a last-minute review.

Policy reviews are easy to overlook when there isn't a visible reminder. The calendar surfaces these alongside everything else, so they don't fall through the cracks alongside more pressing day-to-day matters.

When it comes to leave, the calendar is invaluable for spotting potential staffing gaps. If you're planning a busy period or need to coordinate cover, filtering by group lets you see who's already booked time off and when. This helps you make informed decisions about approving further requests.