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How to create or edit Employee types

Learn how to create, manage, edit and archive employee types in Planday.

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

๐Ÿ”“ Access level in Planday: Administrator, HR manager

๐ŸŒ Subscription plan: All

โฑ๏ธ Reading time: 2 min.

โ„น๏ธ Important read: Tasks to get started with Planday.

โœ… Required steps: How to create and edit employees.

Employee types can help categorise employees based on criteria like full-time, part-time, age brackets, pay type, interns, and more. Theyโ€™re useful for managing supplements, leave accounts, and working time rules.


How to create or edit Employee types

  1. Go to Planday web > Settings > People > General > Employee types.

  2. Click Create to add a new type, or click the pencil icon to edit an existing one.

When editing, add:

  • Name for the Employee type.

  • Salary code (for payroll integration).

  • Description (optional, to distinguish it from others).


How to assign an Employee type to employees

  1. Go to Planday web > People.

  2. Click the pencil icon next to the employee.

  3. Go to Employment > Employee type > Edit.

  4. Select the Employee type and Save.


How to view employees grouped by Employee types

  1. Go to Planday web > People > Employees.

  2. Use the list on the left to view by Employee type.


How to archive an Employee type

  1. Go to Planday web > Settings > People > General > Employee types.

  2. Hover over the type you want to archive and click the Archive icon.

  3. Archived Employee types move to the Archived section where they can be restored if needed.

Note: If the archive icon is missing or you cannot archive an employee type, check that no active or inactive employees are still assigned to it.



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