Read about how the annual wheel is working and how to create one.
When you create an annual wheel for a new year, the annual wheel gets the status "not published". As long as the wheel is not published, others in the company cannot see it. This means that you can work on the various activities and edit as much as you want.
To add activities, click on "New activity" and fill in the information about the activity, when it should be carried out and who is responsible. If you are unsure about what kind of activities can be included in an annual wheel, we have made a series of ready-made suggestions that may be a good idea to include in the annual wheel. If you do not want to use these, you can write the name for the activity yourself.
If you want the responsible person for the activity to also receive this as a task, you can choose to create a task linked to the activity. The task becomes available to the employee when you publish the annual wheel. You cannot create tasks for several people here. If you wish to do so, you must create those tasks manually, by clicking "New" on the front page where you see your own tasks. There you can choose to create a task for everyone in, for example, a department.
You can see all activities you have created by clicking any of the months. You can also delete or edit the activity here.
When you are satisfied with the annual wheel, you can publish it. The wheel will then be available to all employees and all tasks that you have created will be sent to those responsible, who will also receive a notification about it. You can still work more with the wheel if you wish. You can still add new, delete or edit activities. What you cannot edit are the tasks that have already been created and who is responsible for the activity. If you delete an activity that has a task attached to it, the task will still be visible to the person responsible. If you choose to add a task to an activity after the year wheel has been published, the task will be visible to the person responsible directly when you create it.
For employees, only the two most recently published annual wheels are visible. For those who create the annual wheel, you will be able to see three annual wheels at the same time, so that you can work on the annual wheel for the upcoming year. You can download a PDF of the annual wheel at any time by clicking the "PDF" button.
Rolesettings for annual wheel
You decide for yourself which roles will be given the opportunity to edit and create annual wheels. You do this by going to role settings and switching the annual wheel button on or off. Those who are allowed to edit can also see the annual wheel before it is published.
