Templates for automatic tasks for new employees

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.

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

When an employee gets Planfix access, they get assigned a simple task right away that they can use to learn their way around the system. The cycle of Receiving a task - Completing it - Communicating its completion is basic; once it's been mastered, the employee will be ready to accept and complete tasks on the job.

Also note that if the task isn't completed in time, this may indicate that the user is finding it difficult to work with Planfix. This demands your attention.

Automatic task template settings

• This task for new employees will be created using templates that are in the group Tasks/Templates/Creating new employees (template groups are displayed when "Table" view is enabled).

• You can edit these templates, delete them, or create your own templates.

• To create a template for the tasks that are automatically assigned to new employees when their account is created, set the following attribute in the template: Template use - When creating an employee

Please note that this attribute is located in the panel with advanced information that opens when you click More in the task template.

Go To

• Getting started with implementation
• Tasks
• Feature Description