Welcome to Planday! Use this article to find your way around the various features of Planday mobile app.
Download the free Planday app
You will need a Planday URL from your manager to log in.
Your username will be your email address.
Your password can be set up by clicking the invite sent by your manager to your email.
See your day's Overview
After logging in, you will see an overview screen with information that matters to you the most. You will use this screen to punch in when you arrive at work and punch out when you finish your shift.
The overview screen also has a link to your profile, assigned shifts, available open shifts, company news, or any upcoming events.
Set your profile & language settings
Tap on your profile icon from the Overview screen to enter your Profile section. Here you can:
Learn more in the article Adding and modifying your personal information in Planday.
Use Punch Clock for accurate time tracking
If your company is using the Punch Clock tool, you can punch in and out at the beginning and end of your shift, as well as during breaks (if your Planday admin has activated this function). This will track your actual working time down to the minute.
When you punch in or out, it's helpful to add a comment if you were late or worked overtime. This allows your manager to review and approve your hours with the correct information, ensuring accuracy in your payment.
See all your upcoming shifts
Under Your shifts section, you can easily view a brief summary of your upcoming assigned shifts. Simply tap on a shift to find out details such as your colleagues for the day, your work location, and any important notes from your manager. If your Planday admin has enabled it, you may also have the option to swap, handover, or sell your shift to your colleagues.
Apply for open shifts
Open shifts are available shifts that are up for grabs. These can also include shifts put on sale by your colleagues. You can ask to take these open and available shifts by pressing Request shift. Usually, a manager has to approve your request before the shift can be yours.
Read News & Events
The News area in the app informs you about news, general information or last-minute changes. Check the news regularly to stay up to date.
The Events section is used to organise parties, company outings, courses or other events. Depending on the event, your manager may ask you to confirm or cancel your participation.
Learn more in the News and Events article.
Communicate with your colleagues
Messaging & Inbox
Planday has a messenger built into the app, allowing you to communicate with your colleagues without remembering their contact details. You can use this system to send direct messages to your colleagues, communicate with your team or send company-wide messages.
Besides messages from your team, you will also receive Planday alerts here regarding updates to your shifts, changes to the schedule or swap requests.
By pressing More in the bottom right-hand corner of your screen, you'll find more options in your Planday app. In this section, you can manage your requests, see your shifts, your worked hours, register your holiday or availability and much more. ⬇️
Swap requests and pending actions
To manage your shifts with colleagues, simply select a future shift and choose to swap it with a colleague's or hand it over to someone else. In the More > Requests section, you can easily see all the swaps and pending action requests from your colleagues. From here, you have the option to accept or decline the exchange, as well as check the status of your own requests.
See your approved and scheduled hours
To view an overview and total of your approved and scheduled hours and shifts, follow these simple steps:
Tap on More in the Planday app.
Select Your hours.
You'll see the information displayed per month, showing a summary of your hours.
The start date aligns with your company's pay period set by the administrator.
Set your availability
If your Planday administrator has enabled this function, you can mark when you are available to work and when you are not. Availability makes it easier for schedule managers to offer you open shifts or see if you are free for work.
View a list of your colleagues
If your Planday administrator has enabled access to the People page, you'll see a comprehensive listing of your colleagues, along with their contact information. This page also provides insights into each person's department and assigned role on the schedule.
Apply for leave
If your Planday admin has enabled this option, you'll be able to request leave directly from the app.
Under Time off, you can request leave and see an overview of your Absence accounts and their balances, as well as your pending and actioned requests.
Find more information in How to apply for leave or absence.
View your documents and sign your contract
Under Documents, you'll find the general documents that your employer has uploaded, like for example the employee handbook. You'll also find your payslips, along with your contracts and other signed or any pending unsigned documents.
Find more information in View payslips, contracts and documents on the Planday app.
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