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Employees and company structure

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The Employees section contains a list of all employees and workgroups in your account. Only the account administrator can edit the list of employees and their placement among groups.

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From the Employees section, you can navigate to the following tabs:

  • Employees 
  • Workgroups
  • Work calendar
  • Time off calendar
  • Company structure

Additional features

  • Temporary replacements
  • Transferring a task to another employee
  • Administrator login as other users
  • Robots

Q&A

  • How to change my username?
  • How to add an employee
  • What happens when someone terminates their employment?
  • How to recover an employee's username and password?
  • How can I add custom fields to the employee profile?


Go To

  • Getting started with implementation
  • Planfix use cases
  • Feature Description
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