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
• Vacation calendar

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Getting started with implementation