Setting-up People Planner - Supervisor (Unit4)
- Holly Steenvoorden
Owned by Holly Steenvoorden
- Login to Unit4.
- Go to"Personnel" > "People Planner" module:
When you first open it, you will see this screen:
- Select the value you wish to search from each of the boxes. To see employees that report to you:
- under "Requirements", select "Relation" from the drop down menu.
- 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" 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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