| Delivery |
delivery-team-member |
|
All Delivery Employees |
|
- client-browser-profile-installation
-planning-meeting-preparation-delivery-team-member |
|
| Delivery |
scrum-master |
Squad 0 |
Christoph |
Jules |
- planning-meeting
- standup-meeting
- demo-meeting
-retrospective-meeting
-support-desk-management
-weekly-timelog-review-meeting
-monthly-timelog-review
-create-order |
|
| Delivery |
account-manager |
Client |
Defined in Planio.Contact.Company |
Nominated by channel-manager |
- client-invoice-creation
- credit-note
- reminder-management
- project-offer |
|
| Delivery |
relationship-manager |
Client |
Defined in Planio.Contact.Company |
Nominated by account-manager |
- weekly-timelog-review-meeting
- client-delivery-onboarding
-planning-meeting-preparation-relationship-manager |
|
| Delivery |
project-manager |
Order |
Defined in Planio.Order (Issue of type Order), as Assignee |
Nominated by Owner |
- project-offer
-client-invoice-creation
- planning-meeting-preparation-project-manager
-weekly-timelog-review-meeting
-planning-meeting-preparation-project-manager |
|
| Delivery |
channel-manager |
Channel |
Defined in Planio.Project (aka Channel) |
Nominated by Manager |
- client-invoice-creation |
|
| Delivery |
onboarding-buddy |
New team member |
Defined per team member |
N/A |
- new-team-member-onboarding-buddy |
|
| Sales |
sales-manager |
lang-NL |
Wout |
|
- freshsales-cleanup
- new-prospect-onboarding
-new-client-onboarding |
|
| Sales |
sales-manager |
lang-NL |
Jules |
|
- performance-review-meeting |
|
| Sales |
sales-manager |
lang-DE |
Christoph |
Jules |
- freshsales-cleanup
- new-prospect-onboarding
-new-client-onboarding |
|
| Marketing |
marketing-manager |
lang-NL |
Jules |
Zuzana |
- dashboard-of-the-month |
|
| Marketing |
marketing-manager |
lang-EN |
Jules |
Christoph |
- dashboard-of-the-month |
|
| Marketing |
marketing-manager |
lang-DE |
Christoph |
Jules |
- dashboard-of-the-month |
|
| Marketing |
marketing-assistant |
lang-DE |
Aline |
Christoph |
- lead-generation-process |
|
| FO |
sold-license-manager |
pwrp |
Isabelle |
Christoph |
- license-invoice-preparation |
|
| Delivery |
time-log-executor |
pwrp |
Christoph |
Jules |
- client-invoice-creation |
|
| FO |
bookkeeper |
pwrp-zh
pwrp-wf |
Isabelle
Isabelle |
Christoph
Jules |
- accounts-payables
- daily-bank-reconciliation
- intra-company-invoicing |
|
| FO |
payroll-manager |
pwrp-zh
pwrp-wf |
Isabelle
Isabelle |
Christoph
Jules |
- payroll-management |
|
| FO |
operations-manager |
pwrp |
Christoph |
Jules |
- process-review-meeting |
|
| FO |
accountant |
pwrp-zh
pwrp-wf |
Isabelle
|
Christoph
|
- month-end-closing
- payroll-management
- tax-at-source
- vat |
|
| FO |
bookkeeper |
pwrp-zh
pwrp-wf |
Christoph
Jules |
Jules
Christoph |
- accounts-payables
- daily-bank-reconciliation
|
|
| HR |
worktime-reviewer |
pwrp |
Isabelle |
Christoph |
- worktime-review |
|
| HR |
line-manager |
pwrp |
Defined per employee |
Christoph |
- monthly-greatness-meeting |
|
| HR |
onboarding-executor |
pwrp-zh |
Isabelle |
Christoph |
- new-employee-onboarding |
|
| HR |
onboarding-executor |
pwrp-wf |
Jules |
Nicolas |
- new-employee-onboarding |
|
| HR |
okr-manager |
pwrp |
Christoph |
Jules |
- okr-meeting |
|
| IT |
security-officer |
pwrp |
Christoph |
Jules |
- cyber-security-guidelines |
|
| IT |
it-onboarding-executor |
pwrp |
Christoph |
Jules |
- new-employee-it-onbaording |
|
| IT |
website-manager |
pwrp |
Christoph |
Jules |
- wp-backup-check
- wp-update
- search-console-review |
|
| IT |
documentation-officer |
pwrp |
Christoph |
Jan |
|
|
| Strategy |
chairman-of-the-board |
pwrp |
Christoph |
Jules |
- yearly-strategy-offsite |
|
| Strategy |
general-manager |
pwrp |
Christoph |
Jules |
- quarterly-management-meeting |
|
| Strategy |
budget-manager |
pwrp |
Jules |
Christoph |
- quarterly-management-meeting |
|