Planday

Stina Klauk

Configure your organisation in Planday and manage employee data.

Learn how to create or edit Departments (locations) in Planday.

See how to safely remove an existing Department or restore a previously removed department from Planday.

See how to use, create and edit an Employee group in Planday.

See how to delete or recover Employee groups and what you should bear in mind.

Categorise your staff into Employee types such as full-time/part-time, over/under 18, paid per hour/monthly salaried for better management.

Contract rules let you specify the details of contracted hours for your employees and guide your planning while making schedules.

Learn how to create new employees, edit existing employee details and invite your newly added team members to Planday.

Get an overview of the different access levels and which security rights each role has.

Give employees additional permissions such as Administrator, Schedule manager or HR manager and delegate responsibilities per Department.

Configure who can see which employee details and specify personal information employees can view or edit.

Download data from Planday such as newly hired employees, changes in employee data, or deactivated users. Export reports via FTP upload.

Deactivate accounts when employees leave so you can retain essential employment work history.

Learn how managers can send messages efficiently via Planday, including both in-Planday messages and SMS, with tips and guidelines.

Customise the employee form by adding or editing fields or sections based on your needs.

Get a better overview of employee information by changing view settings

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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