Welcome to Proplanum!

This guide will walk you through the first steps of joining the organization in Proplanum and help you understand the key features of the system for users with the Employee role, which will facilitate managing schedules, requests, tasks, and profile information.

Join the organization in Proplanum

You have been invited to use Proplanum. Follow the steps below to join the team. Click on the individual points to find instructions on how to do this:

Download Proplanum - you can use Proplanum both via a web browser and a mobile app.

Important: We have prepared a Mobile App Employee Guide. Familiarize yourself with it, as it will make your first steps in using the system easier.

Join your organization - what to do next if your employer has sent you an invitation.
Profile setup - configure your profile data and set how you receive notifications in the system - check out the article "Managing Notifications in Proplanum"

Tools in Proplanum

As an employee, you have access to tools that will facilitate managing your working time and improve internal communication:

Dashboard - a preview of upcoming events, requests, and scheduled changes.
Schedule - check your weekly work schedule and availability to know your upcoming shifts.
Timekeeping - record your working hours and check their statuses.
Requests and statuses - submit a leave request or other, you also have a preview of all submitted requests, their current status, and available limits of days off.
Tasks - quick access to your upcoming tasks and tracking progress.

Tip: After logging into your account, a tutorial will appear that will guide you through the system and individual tools, making it easier to learn its functions.

Work Schedule

In this section, you manage your work schedule. Use the available tools to adjust the view, browse the schedule, check shift details, and export and print the schedule. Use the toolbar to customize the schedule view.

You can find more information on how to use this tool here.

Timekeeping

This tool allows you to accurately track and manage your working time. Here you will find information about hours worked, absences, overtime, and the statuses of timekeeping entries. Each working day is precisely recorded. You will find information about overtime, lateness, or other remarks.
We have prepared two articles for you regarding timekeeping: "Starting and Ending a Shift" and "Breaks at Work"

Managing Requests

This tool allows you to effectively manage your leave requests, availability, and other submissions. You can browse your requests, track their statuses, use filters, and manage your availability calendar.
If you need to submit a request in Proplanum, read the article "Submit a Leave Request and Others"

If you want to inform your supervisor and specify your availability - check out the article "Reporting Availability"


More information regarding requests and their limits can be found in the Requests. category.

Task Management

This tool allows you to efficiently manage your tasks. You can view assigned tasks, check their details, use filters and search, as well as manage their statuses to maintain high productivity.

Tips for creating tasks can be found in the "Creating Tasks" article. Meanwhile, you can read about managing tasks here.

More information about tasks can be found in the Tasks. category.


Tip: With employees in mind, we have created a category in the knowledge base with tips on how to use the system. You can find them here.

Updated on: 01/08/2024