🎯 For new admins looking to configure Planday.
All steps must be completed for a successful setup.
Welcome to the Planday from Xero community. We’ve put together a checklist that’s a must-read to set up your Planday for success.
Step 1: Set up Planday Plus | Step 2: Finalise your Setup |
◉ | ◎ |
15 minutes | 15 minutes |
1. Configure Planday to match your business – Understanding the structure of Planday.
2. Import your existing employees from Xero – Xero integration set-up: Step 1.
💡 If you are not using Xero integration, you can manually create, edit, and invite employees.
3. Import and assign Awards – How to set up your employees with supported Awards.
💡 If we do not support your Award, learn how to set up your own employment terms.
4. Start scheduling.
Need more help?
Please search for answers in the 🔍 Help Centre or watch our video tutorials.
Contact our support team via the blue icon at the bottom if you have more questions.