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Employee profiles and access

Employees are a fundamental part of Plecto's data structure. Every registration in a data source must be linked to an employee profile.

Employees can have different access rights in the organization, depending on their permission when working with Plecto.

The default organization structure has four employee types:

  • Global Admins have full access to all features.

  • Standard employees have view-only access to non-restricted objects – they can see all objects that are not limited to specific teams or employees.

  • Team managers get manager privileges compared to a Standard employee. For example, a Standard employee who is also a manager can edit their team's dashboards, create performance agreements, activate the team's home slideshows, and more. They can't access data sources and formulas. Read more

  • Employees without login access are being tracked in Plecto, but they are usually managed by external systems such as Pipedrive or Podio, and they don't have login access to Plecto.

Active, Deactivated, Pending and Tracked employees

All employees in Plecto are organized into four tabs – Active, Deactivated, Pending, and Tracked.

  • The Active tab contains all employees who send data to Plecto and/or have login access but don't send data.

  • The Deactivated tab contains employees who have either been manually deactivated, whose employment period has ended, or who have been discarded from the Pending tab.

  • The Pending tab contains employees who have been imported to Plecto but have not yet been assigned a status (active or deactivated). Organization admins have to review pending employees manually. All discarded employees are moved to the Deactivated tab.

  • The Tracked tab lists those employees who are sending data to Plecto. The tracked employees form the number of licenses included in your subscription. You can also see your tracked employees for this and the previous month on the Settings and Billing pages.

Automatic employee activation

  • Whenever new employees are imported to Plecto, they get activated by default, which means that you can start tracking their KPIs.

  • The new employees don't have login access, but you can invite them to start using contests, quizzes, performance agreements, news feed, and more.

  • You can turn off automatic activation in Organization > Settings. If you disable automatic activation, all newly imported employees will be listed under the Pending tab in Organization > Employees. There, you can review the list and either activate or discard them. The discarded employees are moved to the Deactivated tab.

  • Plecto will start importing employee data starting from their activation date.