🎯 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.
ℹ️ Need more help?
🔍 Search the Help Center | See videos at Tutorials.Planday.com
💬 For personalised support
Log in and contact support using the blue icon at the bottom for further questions.