Employees: Difference between revisions
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==Adding employees== | ==Adding employees== | ||
Only administrators and authorized employees can add employees. Employees are added in the | Only [[Planfix roles|administrators]] and authorized employees can add employees. Employees are added in the '''Employee''' section, by clicking the '''New employee''' button: | ||
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When adding an employee, a window for creating a new employee opens. You can specify the status they will have in the account during setup. | When adding an employee, a window for creating a new employee opens. You can specify the status they will have in the account during setup. | ||
==Employee status== | ==Employee status== | ||
===Active (with access)=== | ===Active (with access)=== | ||
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'''Important''': In the employee’s profile, specify the appropriate interface language. | '''Important''': In the employee’s profile, specify the appropriate interface language. | ||
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==Active (without access)== | ===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: | 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: | ||
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'''Important | '''Important''': | ||
*Entering an email address for these employees is optional. | *Entering an email address for these employees is optional. | ||
*Employees without access will not be billed. | *Employees without access will not be billed. | ||
*These employees will not receive system notifications via any channel. | *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: | |||
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==Bulk employee changes== | ==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: | 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: | ||
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==Employee profiles== | ==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. | Clicking on an employee in the list brings you to their [[user profile]]. User pages display other actions you can perform on specific employees. | ||
Latest revision as of 13:48, 18 December 2024
All employees that have been added to Planfix, and their statuses, are displayed in the Employees tab of the Company section. In this tab, you can create new employees, set tasks for selected employees, change employee statuses, or modify other employee data.
Adding employees
Only administrators and authorized employees can add employees. Employees are added in the Employee section, by clicking the New employee button:
When adding an employee, a window for creating a new employee opens. You can specify the status they will have in the account during setup.
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.