Introduction

• The Team module in Proplanum – an overview

  What the Team module is, how it fits into setting the company up and where to go for detailed instructions.Few readers

• Access levels and user roles

  The five roles in Proplanum and a summary of who can do what in the Team tab.Some readers

Archiving and deleting

• Archiving, restoring and permanently deleting employees

  Archiving, restoring and permanently deleting employees, and the effect on licences.Some readers

Invitations and activation

• Sending invitations and activating an account

  The system invitation (e-mail) and the app invitation (SMS), and how an employee activates their account.Few readers

• Employee statuses and what they mean

  The five employee statuses, what they mean and the difference between Inactive and Archived.Few readers

• Troubleshooting account activation

  What to do when an employee cannot activate their account: an expired link, spam, resending the invitation.Few readers

Team list and overview

• The employee list – columns, filters and bulk actions

  The columns, search box and filters of the employee list, plus the row actions and the three bulk action menus.Few readers

Adding team members

• Adding employees – one at a time and as a group

  Adding employees one at a time and as a group, choosing the role, the locations and the invitations.Popular

• Importing employees from a file

  The three types of employee import from a file: simple, advanced and the leave limits import.Some readers

Frequently asked questions

• Disability degree – questions and answers

  How a disability degree changes the working time norm in Proplanum — combining it with the medical norm, equivalent systems, requests submitted earlier and extra leave.Few readers

• Do archived employees use up paid licences?

  Whether archived employees use up paid licences.Some readers

• How do I check whether an employee received and accepted the invitation?

  How to check whether an employee received and accepted the invitation.Some readers

• Who can edit team members’ data and change their access?

  Who can edit team members’ data and change their access.Some readers

Editing team member information

• Editing an employee’s personal details

  Editing an employee’s personal details: contact data, status, role, locations, positions and tags.Popular

• Changing an employee’s role (access level)

  Changing an employee’s role (access level) in their profile and the limits on that operation.Some readers

• Configuring an employee’s schedule, time tracking and group settings

  The schedule, visibility, time tracking and group settings of an employee in the Settings tab.Some readers

• Setting the work system and working time norms

  The work system, the 7:35 medical norm, flexible working time and the disability degree — all of an employee’s working time norms in the Working hours tab.Some readers

• Configuring the employment conditions

  An employee’s employment conditions: contract type, dates, night time and limits.Some readers

• Setting rates and pay

  Setting an employee’s rates and pay depending on the contract type.Some readers

• Assigning request types to an employee

  Assigning request types to an employee and setting their allowance pools.Few readers

• Applying employment templates and groups

  Applying employment templates in bulk and assigning employees to groups.Few readers