The Profiles page: Add employees to campaign or SP

In the Forecasting and Scheduling application, you use the functions on the Profiles page to assign employees to specific campaigns and add or remove them from scheduling periods (SP).

Procedure

Go to Forecasting and Scheduling. Under Employees, select Profiles.
Add employees to a campaign:
1. At the top of the left panel, from the Campaign box, select a campaign.
2. In the Period box, set or select the Campaign period.
3. From the Employees list, select one or more employees.
4. To add these employees to a scheduling period, select Add Employees to SP.
5. To list the employees (who are part of the current employee filter selected for the page) who pool to the organizations linked to the campaign, select the Show Poolers box at the top of the page.
6. Select the scheduling period to add employees to.
7. To save and close the page, select Set.
8. To remove the selected employees from a scheduling period, select Remove Employees from SP.
On the main page, select Save.