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.

 

Next

• Permissions in Planfix
• Work calendar
• Time off calendar
• Company structure
• Workgroups

Q&A

• How can I change my username?
• Administrator login as other users
• Temporary replacements
• Transferring a task to another employee

Go To

• Getting started with implementation
• Planfix use cases
• Feature Description