Employees and company structure
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.
- Temporary replacements
- Transferring a task to another employee
- Administrator login as other users
- How to change my username?
- How do I 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?