Setting-up People Planner - Supervisor (Unit4)

Owned by Holly Steenvoorden
Last updated: Sept 18, 2020Version comment
  1. Login to Unit4. 

  2. Go to"Personnel" > "People Planner" module:



    When you first open it, you will see this screen:



  3. Select the value you wish to search from each of the boxes.  To see employees that report to you:
    1. under "Requirements", select "Relation" from the drop down menu.
    2. Under Type", scroll to "Work order" and select.
    3. Update the "Operator" field to "Any of".
    4. 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.



    5. 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.

  4. Once you are happy with your selection, click on "Save search" and name.



  5. Click "Show result" to display your search result.



  6. 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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