Employees and Groups
Add employees to Planfix, assign them tasks, and group them in workgroups, perhaps corresponding to departments or divisions.
Robots are like employees you don't have to pay. Use robots to communicate with customers or inform employees about events related to their work.
Visually assess how employees are distributed in workgroups and the relationships between them.
Add positions for employees and create a map of your company structure.
Set the interface language accordingly for foreign counterparties or assignees.
Set the desired time zone in the system to make it easier to collaborate with remote employees.
Employee Work Schedules
Distinguish employee absence reasons with different colors. View time-off calendars by employee or department. Set a working schedule for each department or division.
Add additional fields to employee cards, which can then be displayed in reports or lists.
Employee Recycle Bin
Planfix doesn't allow you to completely delete an employee. When an employee is removed, their account is sent to the recycle bin and the deletion is logged.
Any employee can be set as a temporary replacement. Temporary replacements receive notifications sent to the absent employee and assume the responsibilities of their work.
Task Templates for New Employees
Create a task that every new employee will be assigned. Add any instructions, routines, or useful information to this task.
Employees Activity Logs
Log employees’ viewing of tasks, contacts, reports. Control the behavior of employees to prevent data leak.
Task and project management, comments, interface setup, creating reports, working with contacts, documents, and data tags, access management, integrations, ready-made solutions and much more.