Adding Assignments In People Planner - Supervisor (Unit4)

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.

Right click on the applicable box and choose, "New assignment":
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
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).
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:

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