PlainStaff Help

Basics

You can use PlainStaff with the following browser versions:

Basics

The subscription required for the usage of Plainstaff can be directly purchased within the application. To find it, head on over to the settings and click on the page ‘subsciption’. .Continue by uploading your billing address and credit card and finally choose the to-be licensed module and employees. Closer information regarding the safety of your data can be found here. Here you can find information concerning the prices.

Basics

A good start for when you are using Plainstaff for the first time is the setup-assistant Booky. Booky introduces itself, the first time you bootup Plainstaff. If you require Booky’s services at a later date, head over to “start setup” on the site “settings”. It will guide you through all the necessary configurations that are reuired to properly tailor Plainstaff to your needs.

Working Times Absences

A time booking can be made using the punch in / punch out function or directly as a full booking. There are bookings with time information (present, business trip, etc.) and all-day bookings without time information (vacation, illness, training, etc.). Depending on this, the input mask adapts accordingly.

Projecttime

The project time tracking is used for capturing, documenting, and billing project-related working hours. In contrast to project time tracking, working time tracking aims to capture non-project-related working hours and document overtime as well as absences. For details, refer to the topic working time tracking.

Basics Working Times

Booking types are utilized to classify time entries. They also determine how the time entry impacts the overall balance, which approval processes are applied, and more. PlainStaff already provides some predefined booking types, but you are free to define your own or customize the predefined ones to suit your needs.

Basics

This component allows for adding, editing, and deleting employees in PlainStaff. The employee dialog is divided into the sections Basic Settings, Working Time Models, Vacation Entitlement, and Corrections.

Basics Working Times

Holidays are necessary to calculate the correct target time for employees. The holidays are automatically taken into account for the following countries (the employee only needs to be assigned to the correct region):

Basics Absences

For the approval of new and the cancellation of existing absences, PlainStaff offers various predefined approval processes. These can be flexibly configured for each booking type.

Basics Integrations

The weclapp integration offers an additional feature compared to other ERP integrations. Orders from weclapp can be imported into PlainStaff as projects. Each item from the order becomes a task in PlainStaff. The hourly rate and budget are also transferred from the order. The import of orders is initiated through the import button at the top right in the project overview. You can either import all orders or select a specific order by its order number. If there are subsequent changes to the order in weclapp, the order can be easily re-imported, and the changes will be incorporated.

Basics Absences

The entitlement to vacation, the approval of vacations, and the calculation of remaining vacation are all part of the absence module. The annual vacation entitlement can be recorded for employees with a validity period. This way, the vacation entitlement is calculated correctly, even if it changes during the year, for example, due to a contract adjustment. If no end date is recorded for the vacation entitlement, this entitlement applies to all following years. The standard vacation entitlement for new employees can be stored in the settings. If the employee was not employed for the entire calendar year, the vacation entitlement is prorated accordingly.

Projecttime

Mit PlainStaff können professionelle und einheitliche Tätigkeitsnachweise aus den erfassten Projektzeiten leicht erstellt werden. Wählen Sie einfach das Projekt und den gewünschten Zeitraum aus und klicken Sie auf die Druck-Schaltfläche. Die Kopf- und Fußzeilen des Tätigkeitsnachweises können vom Administrator in den Einstellungen festgelegt werden.

Absences

The team calendar displays approved absences as well as the birthdays of all team members. It can be displayed in both the weekly and monthly calendars within PlainStaff and can also be integrated into Outlook, Google, or Apple calendars. The iCalendar format is a standardized data format for exchanging events between applications. The events in the team calendar are updated once daily.

Working Times Projecttime

Die Projektzeiten für ein Projekt können aus der Projektakte und die Arbeitszeiten können aus der Mitarbeiterübersicht exportiert werden.

Basics Integrations

The integration of PlainStaff into your ERP system can be done in two ways:

Projecttime Working Times Absences

The employee overview provides an overview of all employees for whom the current user is authorized. From here, you can access the employee record by clicking on the employee. Depending on the licensed module, the employee overview provides the following key metrics for employees:

Basics Integrations

The integration with DATEV enables the export of working hours and absences recorded in PlainStaff for import into DATEV payroll accounting.

Basics

Use Teams to represent your organizational structure. Each team can have one or more managers. Managers have read and write access to the time accounts of their team and are utilized for approving leave requests.

Basics Working Times

Regions are used to calculate holidays for employees. When using one of the predefined regions, holidays are automatically determined. PlainStaff recognizes holidays for the following countries. If your country is missing, please send an email to sales@plainstaff.com.

Projects

Projects are the largest unit in PlainStaff for capturing project times. They can be created manually in PlainStaff or generated from orders in the ERP system. However, the latter is only possible with the wecalapp integration. The following settings can be configured for projects in PlainStaff:

Mobile App

The Plainstaff Mobile App can be transferred to a multi-user mode and thus used as “latch clock” in operation. Open the settings of the plainstaff app and tap to “Multi-user mode”:

Projects

The customers for the projects in Plainstaff are managed in the project settings:

Projects

If you do not want the employees in Plainstaff to see euro amounts (hourly rates, sales, etc.), you can prevent this in the settings with the help of a switch.

Projects

If you want to use your own stationery for the documents generated in Plainstaff, you can upload this in the admin area under “Document Layout”.

Basics Working Times

In the world of work, there are constantly evolving topics that hold significant importance for both employers and employees. One of these issues is time tracking in the workplace. This is because working hours are not only crucial for payroll and salary calculations but also have implications for workforce scheduling and the well-being of employees.

Basics

Die besten 10 Apps für Zeiterfassung und Abwesenheitsverwaltung im direkten Vergleich.

Projects

Mit Hilfe des PlainStaff Moduls Kapazitätsplanung lassen sich Projekte besser und übersichtlicher planen und vor allem die Auslastung der Mitarbeiter in der Projektplanung auf einen Blick optimieren. Sämtliche Änderungen an der Planung werden zunächst nur im Entwurf gemacht und erst mit einem Klick auf den “Speichern” Button werden die Änderungen tatsächlich durchgeführt.

Projects

In der Projektübersicht werden alle im System vorhandenen Projekte dargestellt. Mitarbeiter mit den Rollen Admin, GF/BR und Projektadmin haben Zugriff auf die Projektübersicht mit allen Projekten. Mitarbeiter, die bei einem oder mehreren Projekten als Projektmanager eingetragen sind, haben nur Zugriff auf diese Projekte.