1. Click Human Resources> Periodic> Planning> Action plans.

2. Select the relevant action plan and then click Distribute. The items from the reference table are then distributed among the employees in the Person in chargelist. The Number of referenceslist displays the number of reference items distributed to the employee.

Note

If you define a range for one or more employees, the value in the Balancefield on the Statustab will indicate whether too many or too few reference items were distributed. If the value is not zero, you need to reset your criteria for one or more employees. This can happen, for example, if the current criteria overlap.

You can only distribute items for an action plan whose status is Created.