Configure Schedule Planner Profiles

You assign Schedule Planners to a Schedule Planner Profile, which is then assigned to a Display Profile. Each employee and manager is assigned a Display Profile in the People Information component. You can also configure and assign a Schedule Manager tile that corresponds to the Schedule Planner.

  1. From the Main Menu, go to Administration > Application Setup > Display Preferences > Display Profile Building Blocks and open the Schedule Planner Profile page. The Schedule Planner Profiles that are available are listed on the page.
  2. To create a new profile, click Create or to change a profile, select the profile and click Edit .
  3. Enter or change the name and description. If you are editing a profile, select one of the following:
    • Save changes everywhere that the named entity is used to change the selected profile.
    • Save as a new named entity to create a new profile based on the selected profile. If you select this option, you must also change the name of the profile.
  4. In the Schedule Planners section, you can:
    • Click Create to create a new Schedule Planner as described in Configure Schedule Planner.
    • Select a Schedule Planner and click Edit to change the Schedule Planner as described in Configure Schedule Planner.
    • Select a Schedule Planner and click Assign to assign a Schedule Planner to the Schedule Planner Profile. You can assign multiple Schedule Planners and you can remove an assignment by clicking Un-Assign
  5. In the Manager Tile section, you can:
    • Click Create to create a new Schedule Manager Tile as described in Configure schedule manager tile.
    • Select a listed manager tile and click Edit to change the Schedule Manager Tile as described in Configure schedule manager tile
    • Select a Manager tile and click Assign to assign the tile to the Schedule Planner Profile. You can assign multiple tiles and you can remove an assignment by clicking Un-Assign
  6. When finished, click Save.

Assign, unassign, or re-order Schedule Planners

  1. Type the name of the profile that you want to create.
  2. Type an optional description.
  3. In the Schedule Planner list, click the Schedule Planners to assign to this profile. A checkmark appears after the name of the selected Schedule Planner.
  4.  Click Assign to assign the Schedule Planner to the profile.
  1. Select the Schedule Planner to unassign
  2. Click Unassign . The checkmark next to the name disappears.
  1. Select the Schedule Planner to re-order.
  2. Click Re-Order Selection. The Assigned Schedule Planners window appears.
  3. Select the Schedule Planner to re-order.
  4. Click the up or down arrows to move the Schedule Planner up or down in the order.
  5. Click Save Order.

You can edit any Schedule Planner from the Schedule Planner profile page, or create a new Schedule Planner.

  1. Either:
    • Select (highlight) an existing Schedule Planner and click Edit .
    • Click New .
  2. See Configure Schedule Planner for instructions on how to edit or create a Schedule Planner.

Assign or unassign manager tile

  1. Type the name of the profile that you want to create.
  2. Type an optional description.
  3. In the Manager Tiles list, click the manager tile to assign to this profile. A checkmark appears after the name of the selected manager tile.
  4.  Click Assign to assign the manager tile to the profile.
  1. Select the manager tile to unassign
  2. Click Unassign . The checkmark next to the name disappears.

You can edit any manager tile from the Schedule Planner profile page, or create a new manager tile.

  1. Either:
    • Select (highlight) an existing manager tile and click Edit .
    • Click New .
  2. See Configure schedule manager tile for instructions on how to edit or create a manager tile.