What are Access levels?
Employees can be assigned extra access levels in Planday, each granting different privileges. This feature may be helpful when you add managerial staff such as Schedule managers, HR managers, and additional administrators to your Planday setup or promote a staff member with more responsibilities.
It is possible to limit Access levels per Department. This means that an employee with Schedule Manager access can be limited to managing or modifying only the Schedule belonging to their Department.
Access levels in Planday
To get a quick overview of the different access levels in Planday go to the menu People. On the left side menu, at the bottom, you will find the list of access levels. Here you can also see how many employees have each access level assigned.
There are four different Access levels that you can assign to an employee:
The Admin role in Planday has the highest level of access, with full administrative permissions. Admins can view and edit payroll information, manage all schedules, and edit employee details. They can also add or remove administrative permissions from other employees and deactivate accounts. Due to these extensive powers, it is advised to grant Admin permission carefully.
In Planday, HR Managers can create new employees, edit employee information (except salary), manage contracts, handle holiday requests, generate schedule reports, and more.
A Schedule Manager in Planday can create and edit schedules. They can see payroll costs per day in the Schedule but cannot view or edit payroll details. The role can be limited to specific Departments, preventing managers from editing shifts in other Departments.
The Account Admin access level is the default group for those responsible for signing up and setting up Planday for their organisation. This new access level is designed to help decision-makers manage their organisation more efficiently in Planday. It won't affect your existing security groups and access levels. However, please note that the Account Admin access level is for information purposes only and does not grant access to any Planday features. To manage access and data security within your organisation, continue using the three permission levels mentioned above.
Comparison of different Access levels in Planday
The following table outlines all Access levels per role:
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Set which information is visible to other employees by tweaking visibility and access settings.