Planbase

This resource is designed to help Employees (staff) start using Planbase

🚀 Getting started with Planbase

How to connect Planbase to your Google Calendar

🔗 Connecting Your Google Calendar

How to view your upcoming schedule and submit change requests

👀 View and manage your schedule

How employees can submit their own schedule through Planbase

🗓️ Submitting your own schedule

How Employees submit time off requests in Planbase

✈️ How to submit a time off request

How to clock-in, clock-out and record time working on activities

🕐 Tracking your time in Slack

How to mange your timesheets from within the Planbase web application

🕐 View, Submit and Edit Timesheets

Flex time lets you take time off now and make up the hours later. Learn how to submit requests and schedule makeup time.

How to request flex time hours

How employees can pick up additional shifts using Planbase

👋 Claiming Open Shifts

Tracking your time in Planbase

How to download and use the Planbase mobile app

📱Planbase Mobile App

How to check your current and future time-off balances in Planbase.

Time-off balances

How to submit your available hours in Planbase and understand how availability is used for scheduling.

How to submit Availability

Joe Shearman

Jack Light

Employee (Staff) Guides

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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