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Add an assignment to the planner

Create an assignment project in my planner.

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Written by Joshua Shooter
Updated over 3 weeks ago

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:

  1. Click Me then click Planner.

  2. Click the + icon on the Timesheet/Assignment row for the correct day and choose Assignment.

  3. 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.

  4. 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.
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Once completed, you need to contact your manager or an admin to edit or delete your assignment.

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