The planner role is intended for HR staff or administrative users who manage leave for one or more teams, without being the direct line manager of those employees.

A planner is linked to one or more organisational units. All employees belonging to those units automatically fall within the planner's scope. This allows a planner to maintain an overview of a broad group of employees, even if they are spread across multiple departments.

The difference with a manager is that a manager's scope is determined by the reporting line, whereas a planner's scope is explicitly configured per organisational unit.

Requirements

• The necessary permissions must be assigned to the users who will take on this role.
• The organisational unit must be linked to a planner (group). This is a role on the organisational unit.
• The "Leave & Absence" module must be active within your environment.

Using the Planner role

Go to "Leave & Absence". As a planner, you have access to the following sections:

Team Overview

The team overview shows a summary of all employees within your scope. Go to "Leave & Absence" → "Team".

The overview contains the following information per employee:

Team Calendar

The team calendar provides a visual timeline overview of all absences within your scope. Go to "Leave & Absence" → "Team Calendar".

From the team calendar you can:

• View the planned absences of all employees in a single overview.
• Cancel approved leave requests where needed.

Leave Requests

As a planner, you can view, approve, or decline leave requests from employees within your scope. Go to "Leave & Absence" → "Requests".

Reports

Planners with the appropriate permissions have access to two reports. These reports appear under the "Reporting" section, provided the correct permissions have been configured.