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  1. Login to Unit4 Business World (U4BW).

  2. Go to the People Planner module:



    When you first open it, you will see this screen:



  3. Under "Requirements", select "Relation" from the drop down menu.



    From here, several different types of relations are available to filter data.

  4. To see the employees that report to you, scroll to "Position", and select.



  5. To report on the people that are included in the full department, scroll to "Area", and select.
    Note: this function is more applicable to a Dean/Director level.



  6. You will then be required to select your appropriate area.  The list of areas that can be reported on include:



  7. Leave the "Operator" field as "Equal to".
  8. Use the type-ahead function in the "Value" box to select the appropriate area/department from the list above. 



    • If you have troubles finding your cost centre, please contact Andrea Hall for further assistance.

  9. Once you are happy with your selection, click on "Show result" at the bottom of the dialog box:



  10. You can use the scale adjustment bar at the top to toggle to a view that is either by week, month, 3 month, or year: 


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