Important: The below methods apply to Q360 versions 21.03 and older. For newer versions, reference Resource Console: Employee HR Schedule
- Go Project or Service > Resource Console
- Select the filters and timeline so the Employee you wish to create a schedule for is visible for the date / time range
- Ensure the Emp HR Schedule checkbox is checked
- In EDIT mode, drag the mouse across the Employee’s row, starting at the start date / time, and drop the mouse at the end date / time
- When prompted, enter the Type and Reason for the Employee HR Reservation
- Click Save button on the pop up dialog box
- Click Save icon on the Resource Console
- This HR reservation is on the Employee’s schedule and visible on HR > Schedule, the Employee record – as well as on the Resource Console. Its Status is [blank] since no approval is required