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.
- 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.
- To create a new profile, click Create
. - 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.
- In the Schedule Planners section, you can:
- Click Create
- 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
- Click Create
- 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
- Click Create
- When finished, click Save.
Assign Schedule Planners to a Schedule Planner Profile.