As an admin, so your employees can add an assignment to their calendars, ensure you created a project and the optional task and detail.
To add an assignment to your planner, follow the steps below:
Click Me then click Planner.
Click the + icon on the Timesheet/Assignment row for the correct day and choose Assignment.
Click Add New and set the following:
Project, which is mandatory.
If relevant, task and details.
Start date and end date.
Start time and end time.
The quantity of your task. For example, this is how many items you've created or the number of sales you've finalised within this time.
Enter any relevant notes.
Click Save, then click Submit.
Now, if you've set up the project assignments to require approval, the manager receives an approval request email containing a PeopleHR login link so that they can approve or decline the request.
β
You can add an assignment on the mobile app too.
Once completed, you need to contact your manager or an admin to edit or delete your assignment.