Do you remember adding your first employees to Planfix? At the beginning, it probably felt quick and easy. You simply entered their first name, last name, email, and…
Vacation time is essential for your team to recover and recharge, but ensuring the workflow continues smoothly when team members are out of office can be challenging…
Build a recruitment pipeline in Planfix: gather candidates on one Planner board, track hiring statuses, store resumes and turn applicants into employees.
This article will guide you in setting up a knowledge base with Planfix. We'll focus on the use of reference directories. Planfix directories are similar to other…
We're going to discuss a Planfix feature that's easy to miss but could help you organize workflows related to task distribution. The topic we're going to discuss is…
We get asked often how to set up a work calendar in Planfix that shows employees' vacation days, sick days, and other time off. Today's case will be useful both for…
The Employees section lists everyone in a Planfix account, with workgroups, the work and time-off calendars and the company structure. People can be added one by one, through a self-registration link or without access, and a temporary replacement covers absences. These posts show how to assign tasks, onboard a team, cover vacations and track job candidates.
