Just these help pages, not phone support or the product itself
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Allocating work using the Employee Planner
Accountants Enterprise with Practice Manager only
Managers can use the Employee Planner to allocate work to employees capable of completing the work associated with a task. It is used as a tool to manage the capacity of resources in the team.
The work allocated is displayed on the employee’s own Employee Planner, enabling them to manage their workload.
The Employee Planner opens with the Stage Details window of the schedule displaying in a separate window for reference.
The Employee Planner opens in the default allocation mode. This mode shows only those employees with existing allocations against a stage.
Click the View All Allocated Employees checkbox.
To see all existing employees allocated to the stage.
Click Add employee on the Tasks bar.
That is, if the employee you want to allocate the task is not listed.
or
Right-click the page and select Add Employee.
The Find Employees window opens.
Find and open the employee you want to allocate work to.