Starting work as a Manager
This article is intended for team members who have been assigned the role of manager in Proplanum. This guide focuses on the features and capabilities available to users with Manager permissions in Proplanum.
After accepting the invitation to join the Proplanum team and logging in through our web or mobile application for iOS and Android systems, you can start using Proplanum.
On the main dashboard, you will find the most important information regarding your team. With the tabs on the toolbar, you can plan and manage your team.
The "Schedule" tab is a key tool for planning your team's work. It allows you to efficiently allocate tasks, taking into account employees' preferences and absences. With Proplanum, you save time on scheduling and can focus on other duties. In case of emergencies, you can quickly find a replacement, and any changes to the schedule will be automatically sent to employees.
Tip: Use the automatic schedule generation options and create templates for later use. Planning work based on established working hours or assigning unassigned shifts will help in organization.
More information about scheduling can be found in the "Scheduling" section.
As a Manager, you have full insight into your employees' working time records. You can monitor actual working time, including delays, overtime, and early departures. You also have the ability to correct records and approve or reject entries.
In the "Requests" tab, you can view your employees' request calendar, their details, and history. You can also add new requests and see limits. Information about employee availability is useful when planning the schedule.
The "Tasks" tab allows you to assign tasks to yourself and other employees. You can assign tasks to individual team members or entire groups. Employees can change the status of tasks, which allows for supervision over their timely completion. You have insight into the details and history of each task and the ability to edit or archive them.
More information on adding and managing tasks can be found in the section "Task Management"
In the "Team" tab, you will find a list of your employees, and in the "Locations" tab, information about the company's location.
A detailed description of each application function can be found in the respective sections, where you will learn how to fully utilize Proplanum's tools.
Introduction
After accepting the invitation to join the Proplanum team and logging in through our web or mobile application for iOS and Android systems, you can start using Proplanum.
On the main dashboard, you will find the most important information regarding your team. With the tabs on the toolbar, you can plan and manage your team.
Schedule
The "Schedule" tab is a key tool for planning your team's work. It allows you to efficiently allocate tasks, taking into account employees' preferences and absences. With Proplanum, you save time on scheduling and can focus on other duties. In case of emergencies, you can quickly find a replacement, and any changes to the schedule will be automatically sent to employees.
Tip: Use the automatic schedule generation options and create templates for later use. Planning work based on established working hours or assigning unassigned shifts will help in organization.
More information about scheduling can be found in the "Scheduling" section.
Time and Attendance System
As a Manager, you have full insight into your employees' working time records. You can monitor actual working time, including delays, overtime, and early departures. You also have the ability to correct records and approve or reject entries.
Requests
In the "Requests" tab, you can view your employees' request calendar, their details, and history. You can also add new requests and see limits. Information about employee availability is useful when planning the schedule.
Tasks
The "Tasks" tab allows you to assign tasks to yourself and other employees. You can assign tasks to individual team members or entire groups. Employees can change the status of tasks, which allows for supervision over their timely completion. You have insight into the details and history of each task and the ability to edit or archive them.
More information on adding and managing tasks can be found in the section "Task Management"
Team and Locations
In the "Team" tab, you will find a list of your employees, and in the "Locations" tab, information about the company's location.
A detailed description of each application function can be found in the respective sections, where you will learn how to fully utilize Proplanum's tools.
Updated on: 31/07/2024
Thank you!