Employees

All employees that have been added to Planfix, and their statuses, are displayed in the Employees tab of the Company section. In this tab, you can create new employees, set tasks for selected employees, change employee statuses, or modify other employee data.

Adding employees

Only administrators and authorized employees can add employees. Employees are added in the Company section, by clicking the New employee button:

When adding an employee, a window for creating a new employee opens. You can specify the status they will have in the account during setup.

Employee status

Active (access granted)

This is the primary work status for an employee. When you create an employee, you must enter their email address. An invitation email with an activation link will be sent to this address. By following the link, the employee can set up their own login and password to access Planfix:

Important: In the employee’s profile, specify the appropriate interface language.

Bulk employee changes

It's also easy to change the parameters of several employees at once in the Employees tab, or perform other bulk operations. To do this, select employees from the list and click the Change button. You can then select the action you need from the list of available actions:

Employee profiles

Clicking on an employee in the list brings you to their user profile. User pages display other actions you can perform on specific employees.

Go To

• User profile
• Employees and company structure
• Feature Description