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Set up Planday Plus: Step 1
Set up Planday Plus: Step 1

Follow these steps with links to short videos and articles to configure your Planday organisation in Australia.

Stina Klauk avatar
Written by Stina Klauk
Updated over a week ago

๐ŸŽฏ For new admins looking to configure Planday.

All steps must be completed for a successful setup.

Welcome to the Planday from Xero community. Weโ€™ve put together a checklist thatโ€™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 โ€“ Understanding the structure of Planday.

2. Import your existing employees from Xero โ€“ Xero integration set-up: Step 1.

3. Import and assign Awards โ€“ How to set up your employees with supported Awards.

โ„น๏ธ Need more help?

๐Ÿ” Search the Help Center | See videos at

๐Ÿ’ฌ For personalised support

Log in and contact support using the blue icon at the bottom for further questions.

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