Team management in Planbase involves overseeing various organizational elements such as people, teams, roles, licenses, and skills through a centralized management page.
Guide to team management in Planbase
Navigating to the management page
Access the management page by clicking "Management" in the left-hand sidebar.
Managing people
View users: This section lists users, including the administrators and end users. View contact information, roles, teams, licenses, and skills for each user.
Adding and editing users: Add a new user directly or upload multiple users via CSV. Edit user details by clicking on their row, where you can update personal information, roles, teams, and permissions.
Syncing users: Synchronize user information with your existing HR or employee management software to maintain updated records in Planbase.
Overview of contract and employment details Configure contract types, work hour limits, and leave management settings in user profiles to manage employment terms.
Adding teams and roles
Teams: Teams are organizational units responsible for specific business functions. Create new teams by specifying names and assigning roles and users.
Roles: Manage job positions and link them to necessary licenses and skills. Roles define the specific qualifications needed for team functions.
Managing licenses and skills
Licenses: Licenses are certifications required for employees to work in certain roles or teams.
Skills: Skills are business-specific requirements to work in certain roles or teams. Link skills to the appropriate roles and users to ensure compliance and capability.
💡 Linking licenses and skills to roles means that only users with these licenses/skills can be scheduled to perform the given role
For additional support or questions, contact Planbase support or your administrator for guidance.