Employees and company structure: Difference between revisions
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You don't have to set up your company structure right away; however, if you assign department managers and set department relationships to top-level managers, you can use one of the basic access rules for Planfix tasks: '''managers can see the tasks of the people they manage'''. | You don't have to set up your company structure right away; however, if you assign department managers and set department relationships to top-level managers, you can use one of the basic access rules for Planfix tasks: '''managers can see the tasks of the people they manage'''. | ||
*[[Employees]] | |||
*[[Workgroups]] | |||
*[[Work calendar]] | *[[Work calendar]] | ||
*[[Time off calendar]] | *[[Time off calendar]] | ||
*[[Company structure]] | *[[Company structure]] | ||
Revision as of 07:45, 14 August 2020
Most of the time, the first data entered into Planfix involves employees and company structure:
- Enter your employee list in the Company section:
● Define the structure of your company: Company - Company structure view:
You don't have to set up your company structure right away; however, if you assign department managers and set department relationships to top-level managers, you can use one of the basic access rules for Planfix tasks: managers can see the tasks of the people they manage.
Additional features
- Temporary replacements
- Transferring a task to another employee
- Administrator login as other users
- Robots
Q&A
- How can I change my username?
- How do I add an employee?
- What happens when someone terminates their employment?
- How can I recover an employee's username and password?
- How can I add custom fields to the employee profile?