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Get Started with Planday: Introduction and Overview

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Thank you for choosing Planday!
We will guide you through the setup of your first schedule, so you can start enjoying the benefits of our cloud based scheduling tool – both on web and app:

  • Easy and accurate scheduling that assigns the relevant people to each shift.
  • Lift the organisational weight off your shoulders by letting your employees bid on open shifts, arrange swaps themselves, register their actual working hours with Punch Clock and more - all you need to do is approve
  • Quickly communicate upcoming events, important changes or documents to all - or groups of - employees and be sure the information will not be lost in a swamped e-mail account.

 

Each section of this guide will take you one step closer to a much better way of working – saving you time and money, and increasing employee communication and morale. Let’s get started!

Open your Planday portal and click the big green button “GET STARTED - Set up your schedule”.
This will start a short series of steps that assist you in adding your employees, and some basic settings for your first Planday schedule. Along the way, you will encounter some important features that help in organising your workforce and schedule.

 

Here you will find some instructions to help you on your way:

YOUR FIRST WEEK WITH PLANDAY

1. People - Employees and organisation

2. Schedule - Set up your schedule and schedule employees

3. Invite your employees and simplify the administration

 

 

WHEN YOU’RE HUNGRY FOR MORE

4. Collaboration and communication

5. Wages, salary and export to payroll

6. Punch Clock

7. Workflow and additional features

 

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