Starting work as a Location Manager
This article is intended for team members who serve as Location Managers at Proplanum. The following guide provides information about the functions and capabilities available to users with these permissions.
After accepting the invitation to the Proplanum team and logging in using our web or mobile application (iOS/Android), you can start using Proplanum's features.
On the main dashboard, you will find the most important information regarding your team. With the tabs on the toolbar, you can effectively plan and manage your team. If you manage more than one location, you can select it by clicking "Select location" in the upper right corner of the dashboard.
The "Schedule" tab is a key tool for planning your team's work. It allows you to:
Plan employees' work, taking into account their preferences and absences.
Quickly find a replacement in emergency situations.
Automatically send notifications about schedule changes to employees.
Tip: Use the automatic schedule generation options and create templates for later use. Plan work based on established working hours or assign unassigned shifts. Choose the method that best suits your needs.
More information about scheduling can be found in the "Scheduling" section.
As a Location Manager, you have access to the complete time and attendance records of employees, which allows you to:
Monitor actual working hours, tardiness, overtime, and early departures.
Correct time records and approve or reject changes.
Create exports of time records for payroll and accounting programs.
Install and configure the KIOSK application in Proplanum.
More information about time and attendance recording can be found in the "RCP System" section.
In the "Requests" tab, you can:
Approve or reject employee leave requests.
View all requests, their details, limits, and history.
Receive notifications about new requests via the app or email (depending on settings).
Employees can submit requests regarding their availability, which facilitates schedule planning.
More information can be found in the section "Applications"
In the "Tasks" tab, you can assign tasks to yourself and other employees, which allows you to:
Organize the work and duties of the staff.
Assign tasks to individual team members or entire groups.
Monitor the status of tasks to oversee timely completion.
Review task details and history, and edit or archive them.
More information about task management can be found in the section "Task Management"
In the "Team" tab, you will find a list of your employees. As a Location Manager, you have the ability to:
Access the list of team members assigned to the managed locations.
Edit employee data and add new team members.
Invite new users and accept invitations.
Search and filter the employee list and set display options for information.
Detailed information about team management can be found in the section "Employee Team".
Location managers can customize their company's location settings, including:
Editing the location name, address, and configuration settings related to scheduling and time management, as well as the team.
A detailed description of each application feature can be found in the respective sections, where you will learn how to fully utilize Proplanum's tools.
Introduction
After accepting the invitation to the Proplanum team and logging in using our web or mobile application (iOS/Android), you can start using Proplanum's features.
On the main dashboard, you will find the most important information regarding your team. With the tabs on the toolbar, you can effectively plan and manage your team. If you manage more than one location, you can select it by clicking "Select location" in the upper right corner of the dashboard.
Schedule
The "Schedule" tab is a key tool for planning your team's work. It allows you to:
Plan employees' work, taking into account their preferences and absences.
Quickly find a replacement in emergency situations.
Automatically send notifications about schedule changes to employees.
Tip: Use the automatic schedule generation options and create templates for later use. Plan work based on established working hours or assign unassigned shifts. Choose the method that best suits your needs.
More information about scheduling can be found in the "Scheduling" section.
Time and Attendance System
As a Location Manager, you have access to the complete time and attendance records of employees, which allows you to:
Monitor actual working hours, tardiness, overtime, and early departures.
Correct time records and approve or reject changes.
Create exports of time records for payroll and accounting programs.
Install and configure the KIOSK application in Proplanum.
More information about time and attendance recording can be found in the "RCP System" section.
Requests
In the "Requests" tab, you can:
Approve or reject employee leave requests.
View all requests, their details, limits, and history.
Receive notifications about new requests via the app or email (depending on settings).
Employees can submit requests regarding their availability, which facilitates schedule planning.
More information can be found in the section "Applications"
Tasks
In the "Tasks" tab, you can assign tasks to yourself and other employees, which allows you to:
Organize the work and duties of the staff.
Assign tasks to individual team members or entire groups.
Monitor the status of tasks to oversee timely completion.
Review task details and history, and edit or archive them.
More information about task management can be found in the section "Task Management"
Team
In the "Team" tab, you will find a list of your employees. As a Location Manager, you have the ability to:
Access the list of team members assigned to the managed locations.
Edit employee data and add new team members.
Invite new users and accept invitations.
Search and filter the employee list and set display options for information.
Detailed information about team management can be found in the section "Employee Team".
Locations
Location managers can customize their company's location settings, including:
Editing the location name, address, and configuration settings related to scheduling and time management, as well as the team.
A detailed description of each application feature can be found in the respective sections, where you will learn how to fully utilize Proplanum's tools.
Updated on: 31/07/2024
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