Employees
On the All employees tab in the Employees section, you can see all employees added to Planfix and their current statuses. From here, you can create a new employee, assign a task to selected employees, and change an employee’s status or other details.
Adding employees
Adding an employee is only available to the administrators or authorized employees and is done in the Employees section:
- Manually — using the New employee button. This opens the new employee creation form. When adding an employee, you can set the status they will have in the account.
- Automatically — using a special registration link.
Employee status
Active (with access)
This is the primary work status for an employee.
- When you create an employee, you must enter their email address.
- An invitation email with an activation link will be sent to this address.
- By following the link, the employee can set up their own login and password to access Planfix.
Important:
- In the employee’s profile, specify the appropriate interface language.
Active (without access)
- This status allows you to add employees to the initial Planfix setup without granting them immediate access. You can first add employees to the account, configure their planners, task filters and reports, and then invite them to join the account directly from their profile page.
- Another use case: managing tasks for employees who work in your organization but have no yet been added to the Planfix account:
Important:
- Entering an email address for these employees is optional.
- Employees without access will not be billed.
- These employees will not receive system notifications via any channel.
Inactive
This status is for employees who are temporarily deactivated in the account but can be reactivated in the future.
Bulk employee changes
It's also easy to change the parameters of several employees at once in the Employees tab, or perform other bulk operations. To do this, select employees from the list and click the Change button. You can then select the action you need from the list of available actions:
Employee profiles
Clicking on an employee in the list brings you to their user profile. User pages display other actions you can perform on specific employees.