Configure event categories
task australia Updated Sep 10, 2026 1 min read configure-event-categories-wfo-hr.md
Add event categories and create or update field configurations for events in the Manager workspace.
Before you begin
Role required: sn_hr_wfo.admin
The following event category configurations are available by default:
- Actual Work
- Break
- Meeting
- On-Call
- On-Call Time Off
- Time Off
- Training
- Work
Procedure
-
Navigate to All > Workforce Optimization for HR > Scheduling > Event Categories.
-
In the Event Categories list, click New.
-
In the Name field, enter a name for the event category.
-
If you want to exclude this event category for agent coverage calculation, enable the Exclude from coverage check box.
-
In the Event field configuration dialog box, edit the following configuration as necessary:
Note: You can remove any property that does not apply to a type of event.
JSON{ "create": { //Creates an event type form "attendees": { //Adds the Attendees field "mandatory": true, //Sets this field as mandatory "readOnly": false, //Sets this field as read-only "allowAllUsers": false //Allows you to only add users managed by the logged-in user; to add any user, set this value to true }, "startDate": { "mandatory": true, "readOnly": false }, "endDate": { "mandatory": true, "readOnly": false }, "additionalSelectors": [ //Add custom fields to the form { "fieldLabel": "Select Shift", //Name of the field that displays on the form "table": "sn_shift_planning_shift_plan", //Name of the table referenced by the field "field": "name", //Any field from the selected table whose display values must be shown in the custom field "value": "", "mandatory": true, "additionalQueryString": "" } ] }, "edit": { //Edit an event type form "attendees": { "mandatory": true, "readOnly": false, "allowAllUsers": false }, "startDate": { "mandatory": true, "readOnly": false }, "endDate": { "mandatory": true, "readOnly": false }, "additionalSelectors": [ { "fieldLabel": "Select Shift", "table": "sn_shift_planning_shift_plan", "field": "name", "value": "", "mandatory": true, "additionalQueryString": "" } ] } } -
Click Submit.
Parent Topic:Setting up Scheduling for Workforce Optimization for HR
108 lines · 4.1 KB
---
title: Configure event categories
description: Add event categories and create or update field configurations for events in the Manager workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/workforce-optimization-for-hr/configure-event-categories-wfo-hr.html
release: australia
product: Workforce Optimization for HR
classification: workforce-optimization-for-hr
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Setting up Scheduling for Workforce Optimization for HR, Configuring Workforce Optimization for HR, Workforce Optimization overview, HR Service Delivery, Employee Service Management]
---
# Configure event categories
Add event categories and create or update field configurations for events in the Manager workspace.
## Before you begin
Role required: sn\_hr\_wfo.admin
The following event category configurations are available by default:
- Actual Work
- Break
- Meeting
- On-Call
- On-Call Time Off
- Time Off
- Training
- Work
## Procedure
1. Navigate to **All** > **Workforce Optimization for HR** > **Scheduling** > **Event Categories**.
2. In the **Event Categories** list, click **New**.
3. In the **Name** field, enter a name for the event category.
4. If you want to exclude this event category for agent coverage calculation, enable the **Exclude from coverage** check box.
5. In the **Event field configuration** dialog box, edit the following configuration as necessary:
**Note:** You can remove any property that does not apply to a type of event.
```
{
"create": { //Creates an event type form
"attendees": { //Adds the Attendees field
"mandatory": true, //Sets this field as mandatory
"readOnly": false, //Sets this field as read-only
"allowAllUsers": false //Allows you to only add users managed by the logged-in user; to add any user, set this value to true
},
"startDate": {
"mandatory": true,
"readOnly": false
},
"endDate": {
"mandatory": true,
"readOnly": false
},
"additionalSelectors": [ //Add custom fields to the form
{
"fieldLabel": "Select Shift", //Name of the field that displays on the form
"table": "sn_shift_planning_shift_plan", //Name of the table referenced by the field
"field": "name", //Any field from the selected table whose display values must be shown in the custom field
"value": "",
"mandatory": true,
"additionalQueryString": ""
}
]
},
"edit": { //Edit an event type form
"attendees": {
"mandatory": true,
"readOnly": false,
"allowAllUsers": false
},
"startDate": {
"mandatory": true,
"readOnly": false
},
"endDate": {
"mandatory": true,
"readOnly": false
},
"additionalSelectors": [
{
"fieldLabel": "Select Shift",
"table": "sn_shift_planning_shift_plan",
"field": "name",
"value": "",
"mandatory": true,
"additionalQueryString": ""
}
]
}
}
```
6. Click **Submit**.
**Parent Topic:**[Setting up Scheduling for Workforce Optimization for HR](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workforce-optimization-for-hr/setup-scheduling-wfo-hr.md)
| title | Configure event categories |
| description | Add event categories and create or update field configurations for events in the Manager workspace. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/employee-service-management/workforce-optimization-for-hr/configure-event-categories-wfo-hr.html |
| release | australia |
| product | Workforce Optimization for HR |
| classification | workforce-optimization-for-hr |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Setting up Scheduling for Workforce Optimization for HRConfiguring Workforce Optimization for HRWorkforce Optimization overviewHR Service DeliveryEmployee Service Management |