Create Onboarding Templates Planfix CRM and Project Management System

Create Onboarding Templates

New employee task templates are a Planfix tool that helps team leaders, HR managers, or owners of companies to accelerate the onboarding of new employees.

features automatic task templates learn more about employee management features in planfix
Features — Create Onboarding Templates

EMPLOYEE MANAGEMENT

Features

Develop onboarding in Planfix or transfer new employee onboarding methods into the system. Create standard onboarding tasks for employees and start processes according to the scenario you establish.

Automatic Task Templates — Create Onboarding Templates

Automatic Task Templates

Create task templates for departments or individual employees, so you do not have to create the same tasks repeatedly. If you have created task templates of the same type, for example, for call center employees or recruiters, they will be automatically assigned to them when they connect to Planfix.

New employee task templates help automate the onboarding of new employees in the company. Set the tasks on your behalf, and they will be created in the order you want for the employee.
Learn more about Employee Management features in Planfix

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