Plan what to do with an employee, eg: when they first enter the company or when they quit. First of all, we need to set up the types of planning by going to Employees Application >> Configuration >> Planning Types >> Create.
After that, the system will display the following interface:
- Activity Type:
+ Set the activity type, with the expected number of deadlines for this activity to be executed.
+ Clicking on Create and Edit, a window will pop up, allowing to fill in the following information:
+ Save when you finish.
+ Other (if chosen, you can choose one of the company employees to attach directly to this activity type)
Note: Access Employees >> Employees >> Employees >> Click on a specific employee profile or if not, click Create to create a new one. Update Manager and Coach information directly on employee profile. Then Save.
When you have all the settings for the planning type, you can create a plan with the selected planning type. For instance, the plan for new employee:
The plan has been created. Now you can directly access the employee profile and press the "Launch Plan" button.
The planned activities will be displayed right on the chat.