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Adding Assignments In People Planner - Supervisor (Unit4)

Adding Assignments In People Planner - Supervisor (Unit4)

Owned by Holly Steenvoorden
Last updated: Jun 23, 2025 by Angel Desjarlais

This functionality allows Supervisors to add to People Planner leaves and/or work assignments not submitted through the Absence module, to provide a complete overview of departmental staffing activities.  Examples may include Gradual Returns to Work (GRTW), backfill assignments/vacation coverage, etc).

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:

     

    Tip:

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

    Example:



Note: Records generated by the Absence Module display in YELLOW, records added manually display in PURPLE.



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