🔓 Access level in Planday: Administrator
🌐 Subscription plan: All
⏱️ Reading time: 3 min
ℹ️ Important read: How to send Planday invitations to employees
What is the welcome message?
What is the welcome message?
You can send your employees a welcome message either while creating them in Planday or after they have been added to the platform. This customisable message introduces them to Planday and its features.
Planday provides a default message template, but you can personalise it with additional information such as your contact details, internal procedures, specific instructions for using Planday, or links to download the app.
The welcome message is delivered to the employee’s Planday Inbox and is designed to help them get started with the platform.
How to edit the welcome message
To view or edit the welcome message, go to Planday web > Settings > Communication > Welcome message.
You have the option to modify the content for the welcome message sent via Planday or the Welcome SMS. The procedure for editing either message type is identical.
Here, you’ll find the default text provided by Planday. You can edit the subject and message content.
Tip: Consider adding helpful resources to make it easier for employees to familiarise themselves with Planday. You can link to:
Make your welcome message more personal
To make the message more engaging, you can use merge fields to automatically insert employee details into the message.
Scroll down to the Merge fields section.
Copy a merge field (for example,
<name>) from the list on the left and paste it into your message.
The merge field will automatically populate with the employee’s information when the message is sent.
Note: Custom merge fields cannot be added or modified in the welcome message. 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
When creating a new employee, select Send welcome message before clicking Save.
From the employee's profile
Go to Planday web > People.
Select the employee and click Edit.
Go to User actions > Send welcome message.
The employee will receive both a push notification and an email when the message is sent. They can view the message in their personal Planday Inbox on both the web and mobile app.
Note: The welcome message cannot be sent to multiple employees at once.
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welcome letter, invite email, send welcome message, welcome sms, welcome message