All Collections
Get started
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.

๐Ÿ’ก If you are not using Xero integration, you can manually create, edit, and invite employees.

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

๐Ÿ’ก If we do not support your Award, learn how to set up your own employment terms.

Need more help?

Please search for answers in the ๐Ÿ” Help Centre or watch our video tutorials.

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

Did this answer your question?