Welcome to Proplanum!

As a Manager, you are responsible for organizing the team's work, scheduling, and coordinating daily activities. Your tasks include planning work and quickly responding to emergencies by adjusting shifts to the team's needs. You serve as a leader and oversee the actions taken at the location, being the first point of contact for employees.
We invite you to review the short guide and available articles for each area to better understand the system and its features.

Join the organization in Proplanum

You have been invited to use Proplanum. Follow the steps below to join the team. Click on each point to find guidance on how to do it:

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

Important: We have prepared Manager's Guide to the Mobile Application. Review it, and 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 data in the profile and set how you receive notifications in the system - review the article "Managing Notifications in Proplanum" Profile data can also be edited by your employees in the same way.

After configuring your profile settings, familiarize yourself with the tools for planning and managing working time.

Tools in Proplanum

As a Manager, you have access to tools that facilitate control and management of working time and staff, as well as streamline internal communication:

Dashboard - a central view of key areas of team management.
Schedule - overview and planning of work for the team.
RCP System - monitoring and managing the recorded working time of employees.
Requests - access to all employee requests, their limits, and statuses.
Tasks - insight and management of team tasks.
Team - access to the list of your team members.
Locations - insight into your location.

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

Dashboard Overview

The dashboard provides a central view of your team's key metrics. Here you will find information to Monitor task performance by your team and receive real-time updates on staff attendance and submitted requests.

Work Schedule

This module gives you full control over planning and managing your team's work schedule. With this tool, you can efficiently plan shifts, gain insight into requests, and monitor employee availability. You have the ability to schedule, modify, and publish the work schedule, manage unassigned shifts, and track everything in real-time across all assigned locations.

To get to know the Schedule tool, refer to the article "Getting Started with the Schedule Tool" .
Utilize the available tools to customize the way you plan schedules to your needs. Plan work using various methods, which you can read about in the articles below:
"Basic schedule change – creating and managing"
"Copying the Schedule"
For automatic options for generating work schedules, we have created a separate section in the Schedule Planning. Discover what scheduling options you will find in Proplanum.
You can read about publishing changes to the schedule here.

Time Tracking

In the RCP System tab, you can closely monitor your employees' working hours. Manage working hours, control absences and overtime, and track related costs. The article "Record keeping - getting started" has been created to guide you through the first steps of using the tool.

In the RCP system, you will find detailed time tracking for all employees. You can review and manage working hours, absences, overtime, and costs associated with shifts. Each entry related to work shifts in the system can be corrected before its final approval. Familiarize yourself with the article "Correcting and Approving Working Time" .

Requests

This tool allows you to effectively manage your leave requests, availability, and other submissions. You can review your requests, track their statuses, use filters, and manage your availability calendar. You also have insight into requests submitted by the employees you manage. You can review and filter the list, as well as submit your own requests. Refer to the article "Who Can Submit a Leave Request?" to learn about user permissions in this tool.
You can read about managing requests and their approval here. .

The calendar is your window to the team's availability. The collective view shows who is available, when, and for how long, as well as allows you to review the availability of individual employees. More about the availability submitted by employees can be found here. .

Task Manager

This tool enables effective planning and organizing of work. You can create, assign, and monitor tasks, as well as manage the details of each task. In the article "What Are Tasks?" , you will find detailed information about the tool.


Create new tasks, assign them to individual people or groups, decide on one-time or recurring tasks – all in one place. This makes organization easier and ensures a clear division of responsibilities.
You can read about the types and creation of tasks here. Also, check out the article "Changing task status".

Team of Employees

In this section, you will find a list of employees assigned to the location you manage. You have access to their details, including statuses in the system and assigned positions. You can filter the list by various criteria and customize the view to your preferences.

Locations

Here you will find basic information about your location, including its address, positions, and tags.


Tip: We have prepared a short guide to the most important features of each tool - "Getting Started as a Manager", which will help you get acquainted with the tools and their functions in Proplanum.

Updated on: 01/08/2024