Exports and integrations

• Export codes

  Create your own export codes to generate Excel reports with working time, absences and supplements matched to your settlements.Few readers

• HR and payroll integrations

  How to turn on ready-made export formats matched to popular HR and payroll programs in the Integrations tab.Few readers

Getting Started

• Registering and logging in

  How to create an Organisation Administrator account in Proplanum, set a password and log in through a browser and in the mobile app.Some readers

• Getting and accessing Proplanum

  How to get to Proplanum through a browser and the mobile app, without installing any software at the company.Some readers

• Configuring the company account

  A guide to the company settings in Proplanum for the Organisation Administrator — editing your own profile, the company profile and every configuration tab.Some readers

Positions, tags and templates

• Positions and tags

  How to create and manage the company-wide list of positions and tags used for planning schedules and organising the employee base.Some readers

• Employment templates

  Create reusable sets of employment conditions and requests so you can configure employee settings in bulk and without mistakes.Few readers

Introduction

• What is Proplanum?

  An overview of Proplanum: what it is for, which industries it suits and what tools and company settings it offers.Some readers

Working time and regulations

• The employment code

  Turn labour law checks on in your schedules, choose how the system reacts and set the detailed working time and rest rules.Some readers

• Public holidays and days off

  Configuring the company’s public holidays and days off: importing from a Google calendar, trading Sundays and your own holidays assigned to particular locations.Some readers

• Day markings

  Day markings are an editable dictionary of the codes Proplanum uses to describe days in the schedule and in exports — from time off in lieu to the working-day codes for R2 Płatnik.Few readers

Frequently Asked Questions (FAQs)

• What to do if you forget your account password?

  How to get back into your Proplanum account when you have forgotten the password — through a browser and in the mobile app.Some readers

• How does an employment template differ from an individual employee’s settings?

  Explains the difference between an employment template assigned in bulk and the individual settings of a single employee.Few readers

• How do export codes differ from integrations?

  An explanation of the difference between export codes (your own Excel reports) and HR/payroll integrations (ready formats for a particular program).Few readers

• Can public holidays differ by location?

  Explains how to assign a holiday to selected locations rather than to the whole organisation.Few readers

• Can I delete a position that is assigned to employees?

  An explanation of how to delete a position safely and what to check first when employees are using it.Few readers

Company Settings

• Basic details and the global configuration

  How the Organisation Administrator edits the company’s basic details, the contact person, the VAT invoice details and the global regional settings, including the minimum wage.Some readers