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
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?
Contact our support team via the blue icon at the bottom if you have more questions.