Using the Engage Calendar

Creation date: 11/10/2021 1:21 pm    Updated: 5/10/2026 1:48 pm

The Engage Calendar brings together upcoming events and date-based records from across your organisation.

Before you begin
The information visible to each person is controlled by their Engage authorities. See Understanding Engage Authorities.

Quick steps

  1. Open the Calendar from the web or mobile app.
  2. Choose up to three event types to display.
  3. Select a date to create a new event if required.
1 Filter the calendar
Use the Calendar filters to choose the event types you want to see. See Using Calendar Filters for detailed instructions.
2 Create an event
Select a date, choose New Event, and complete the required fields. Fields marked with a red asterisk are mandatory.
3 Invite employees
Add employees to the event before saving it. Invitees receive an email and can accept or decline the invitation.
4 Use the mobile calendar
Select the Calendar icon in the Engage mobile app to view available calendar information from your device.

Assign events and audits to groups

From the 5 October 2026 release, the assignment options include Branch Managers, Division Managers and Branch H&S Contacts. Select the appropriate group when assigning the event or audit.

Link forms to a calendar event

  1. Open the event setup on the web and complete the event details and assignment.
  2. Under Link forms to event?, select Yes.
  3. Select the relevant forms, then save the event.

For example, link a Site Safety Inspection form to a scheduled site audit so the person carrying out the audit can open the relevant form from the event.

Access linked forms on mobile

  1. Open Calendar from the bottom navigation in the Engage app.
  2. Find and open the event under Manually Created Events.
  3. In Event Details, scroll to Forms for this event.
  4. Tap the required form, then complete and submit it.

Form submission and event completion are tracked separately. Submitting a linked form does not mark the event as completed. Update the event separately as required.

Need help? Contact support@engagesolutions.co.nz.