🎯 For administrators. Read more on inviting your employee to Planday here.

What is the welcome message?

You can send your employees a welcome message after they have received an invitation to Planday. It introduces them to Planday and its features. A default text is already provided by Planday, but you can customise it to include additional information such as contact details, internal procedures, or specific instructions for using Planday.

The message is delivered to your employees' Planday Inbox and is designed to help them get started.

How to edit the welcome message

To review or edit the welcome message, navigate to Settings > Communication > Welcome message.

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Here you will find the standard text already written by Planday. You can change the subject and text as many times as you wish while you are drafting. Just remember to click Save once you are happy with your content.

Tip: Consider adding helpful resources to make it easier for employees to familiarise themselves with Planday. You can link to:

Personalise your welcome message

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To make the message more engaging, use merge fields to personalise the content with details from the employee’s profile.

Scroll down to the Merge fields section.
Copy and paste the merge fields (e.g., <name>) from the list on the left into your message. These fields will automatically populate with the corresponding employee information.

Note: Custom fields cannot be added or modified. Only the predefined merge fields are available.

How to send the Welcome message

After creating an employee profile, you can send the welcome message in two ways:

During employee setup:

In the confirmation window, select Send welcome message before clicking Done.

Individually from the employee profile:

Go to People.
Select the employee, click Edit, then go to User actions > Send welcome message.

📢 Notification: Employees will receive a push notification and an email once the message is sent. They can access the message in their personal Planday Inbox on both the web and mobile app. Below is a preview of how the message will appear when opened on the web:

Note: The welcome message cannot be sent to multiple employees at once.

See related articles:

ℹ️ Need more help?

🔍 Search the Help Center | See videos at Tutorials.Planday.com | Watch a webinar

💬 For personalised support

Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.