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.