Employees and company structure: Difference between revisions

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Most of the time, the first data entered into Planfix involves [[Employees | employees]] and company structure:
{{#seo:
|title=Employee section
|titlemode=append
|keywords=planfix, Employee Section, Employees
|description=Employees and company
}}


*Enter your employee list in the Company section:
The '''Employees''' section contains a list of all employees and workgroups in your account. Only the account administrator can edit the list of [[Employees | employees]] and their placement among groups.


 
https://s.pfx.so/pf/jq/OgsIdY.jpg
https://pic.planfix.ru/pf/z9/bvoJqK.png


 
From the '''Employees''' section, you can navigate to the following tabs:
 
*[[Employees]] 
●      Define the structure of your company: Company - [[Company structure]] view:
*[[Workgroups]]
 
 
 
https://pic.planfix.ru/pf/4L/AwvykF.png
 
 
 
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'''.
 
 
==Next==
*[[Permissions in Planfix]]
*[[Work calendar]]
*[[Work calendar]]
*[[Time off calendar]]
*[[Time off calendar]]
*[[Company structure]]
*[[Company structure]]
*[[Workgroups]]


==Additional features==
*[[Temporary replacements]]
*[[Transferring a task to another employee]]
*[[Administrator login as other users]]
*[[Robots]]


==Q&A==
==Q&A==
*[[How can I change my username?]]
*[[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?]]
*[[Employee custom fields | How can I add custom fields to the employee profile?]]




==Go To==
== Go To ==
*[[Getting started with implementation]]
*[[Getting started with implementation]]
*[[Planfix use cases]]
*[[Planfix use cases]]
*[[Feature Description]]
*[[Feature Description]]

Latest revision as of 13:08, 14 May 2024