Templates for automatic tasks for new employees: Difference between revisions
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==Why this is important== | ==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. | |||
Revision as of 20:20, 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.
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.