ManoPlan Workflow – New Employee Onboarding
Shows how a new technician is invited, installs the app, and gets through their first day with ManoPlan.
Learning Goal
Admins and new technicians should know the onboarding process – from invitation to the first successfully completed job.
Contents
Invite employee
As an admin, inviting a new technician is simple – just enter their email address. An invitation with an activation link is sent automatically.
Activate account
The technician opens the link, sets a password, and their account is instantly activated – linked to your company.
Technician dashboard
Install the app from the App Store or Google Play, log in – and the daily overview with assigned jobs appears straight away.
Job details
First job: all details at a glance – address, directions, problem description, and materials list. Nothing is missing.
Complete job
Job completed, report written, signature collected – just like their colleagues. The first day runs without a hitch.
