Adding Assignments In People Planner - Supervisor (Unit4)

For the example below, the supervisor is creating an assignment to record an employee medical leave.

1. Right click on the applicable box and choose, "New assignment":
   
   
   
   
2. A new box will appear, complete the following sections under the "Assignment" Tab:
   1. Name the Assignment
   2. Select "Duration" or "Effort" (the example indicates duration)
   3. Identify Start and End Dates
   4. Project: This is a required field, but currently has no GL implications
      
      
      
      
3. Click "OK" at the bottom of the screen, and then you will see this summary page. The system will auto-populate the schedule for these dates based on the employee's work schedule (i.e. 7:00 AM - 7:00 PM).
   
   
   
   

4. Click "OK" at the bottom of the screen to save. The assignment will now display in your People Planner:
   
    
   
   

   Another alternative would be to use this module to actually record assignments, such as an employee working as backfill for another employee.

   Example: