Prioritization solution - Adding employees: Difference between revisions
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|keywords=planfix, solution, working with | |keywords=planfix, solution, working with | ||
|description=How to add an employee to the "Prioritization" solution | |description=How to add an employee to the "Prioritization" solution | ||
To add an employee who is to work with tasks in the | }} | ||
To add an employee who is to work with tasks in the [[Prioritization]] solution, follow these steps: | |||
*Navigate to '''Employee''' and click on '''New employee'''. | *Navigate to '''Employee''' and click on '''New employee'''. | ||
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*Fill in the '''employee’s first name, last name,''' and '''email address'''. | *Fill in the '''employee’s first name, last name,''' and '''email address'''. | ||
*Add the employee to the corresponding group in the '''Groups''' section. | *Add the employee to the corresponding group in the '''Groups''' section. | ||
https://s.pfx.so/pf/FP/fO7T2x.jpg | |||
*Click on '''Save''' to create employee. | |||
*To '''edit''' or create new group names, select '''Employees — Workgroups''', select the desired: | |||
https://s.pfx.so/pf/wE/vl6YMF.jpg | https://s.pfx.so/pf/wE/vl6YMF.jpg | ||
* | *Open the card of the newly created employee and go to the '''Settings''' tab. Set the '''default section''' and the '''default task filter''' for the employee: | ||
https://s.pfx.so/pf/bS/UFUCCl.jpg | |||
https://s.pfx.so/pf/MN/nWtsQW.jpg | |||
The employee will receive an invitation email with an activation link. After following the link, they must set up a login and password for Planfix. After logging in, they are redirected to the '''Employee workload''' planner and can start working immediately. | |||
==Go To== | |||
*[[Prioritization]] | |||
*[[Ready-made Solutions]] | |||
Latest revision as of 12:33, 7 February 2025
To add an employee who is to work with tasks in the Prioritization solution, follow these steps:
- Navigate to Employee and click on New employee.
- Fill in the employee’s first name, last name, and email address.
- Add the employee to the corresponding group in the Groups section.
- Click on Save to create employee.
- To edit or create new group names, select Employees — Workgroups, select the desired:
- Open the card of the newly created employee and go to the Settings tab. Set the default section and the default task filter for the employee:
The employee will receive an invitation email with an activation link. After following the link, they must set up a login and password for Planfix. After logging in, they are redirected to the Employee workload planner and can start working immediately.