You have already configured the basics of Planday. Now follow these final steps to finalise the setup of your Planday organisation and prepare for your first pay run.
Step 1: Setup Planday Plus | Step 2: Finalise your Setup |
◎ | ◉ |
15 minutes | 15 minutes |
1. Activate time tracking in Planday using our Punch Clock feature – Set up Punch Clock.
2. Complete the Xero payroll integration to facilitate fast and seamless pay runs – Xero integration set-up: Step 2.
💡 If you do not use Xero Payroll, read more about how to prepare for a payrun.
3. Set up leave by assigning Absence accounts to your employees.
4. Share these Planday video tutorials with your employees or send them this Planday app usage guide so they can start using the app to check their assigned shifts, clock in and out of work or request leave.
Need more help?
Please search for answers in the 🔍 Help Center or watch our ▶️ video tutorials.
Contact our support team via the blue icon at the bottom if you have more questions.