- Login to Unit4 Business World (U4BW).
- Go to the "Personnel" > "People Planner" module:
When you first open it, you will see this screen:
Under - Select the value you wish to search from each of the boxes. To see employees that report to you:Leave
- under "Requirements", select "Relation" from the drop down menu.
From here, several different types of relations are available to filter data.
To see the employees that report to you, scroll to "Position", and select.
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.
You will then be required to select your appropriate area. The list of areas that can be reported on include:
- Under Type", scroll to "Work order" and select.
- Update the "Operator" field
- to "
- Any of".
- Use the type-ahead function in the "Value" box to select the appropriate
- work order.
- If you have troubles finding your cost centre, please contact Andrea Hall for further assistance.
- If you have troubles finding your cost centre, please contact Andrea Hall for further assistance.
- To view reports from various work orders, click back in the "Value" box and continue selecting the work orders you would like saved in this search.
- Once you are happy with your selection, click on "Save search" and name.
- Click "Show result" at the bottom of the dialog box: to display your search result.
- 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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