Templates for automatic tasks for new employees: Difference between revisions

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After completing the task, the employee should check off all the items on the checklist and change the task status to "Ready for review." You will then check that the items have been completed and change the task status to "Complete." If the employee doesn't complete the task within 24 hours of it being assigned, the task becomes overdue and you are notified.
After completing the task, the employee should check off all the items on the checklist and change the task status to "Ready for review." You will then check that the items have been completed and change the task status to "Complete." If the employee doesn't complete the task within 24 hours of it being assigned, the task becomes overdue and you are notified.
==Why this is important==

Revision as of 20:19, 25 August 2019

By default, every employee you add to Planfix gets a task assigned by you.

Getting familiar with Planfix with a checklist:

  • Take a brief, basic course on using Planfix
  • Upload a profile picture or avatar.


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After completing the task, the employee should check off all the items on the checklist and change the task status to "Ready for review." You will then check that the items have been completed and change the task status to "Complete." If the employee doesn't complete the task within 24 hours of it being assigned, the task becomes overdue and you are notified.


Why this is important