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Tasks to get started with Planday
Tasks to get started with Planday

Follow these steps with links to short videos and articles to configure your Planday organisation.

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

🎯 For admins new to Planday.

All steps need to be completed in the specified order for a successful setup.

Welcome to Planday from Xero!

We’ve put together a checklist that’s a must-read to set up your Planday organisation.


Essential set-up tasks

Follow these steps with the links to short videos and articles to configure your Planday organisation for success.

1. Create or edit existing Departments in Planday ▶️ Watch a video or 📄 Learn more.

2. Create Employee groups in Planday ▶️ Watch a video or 📄 Learn more.

3. Add employees Ensure that all relevant personal info is added, including correct pay rates ▶️ Watch a video or 📄 Learn more.

4. Create your first schedule ▶️ Watch a video or 📄 Learn more.


Next step:

Once you've completed the key steps, you can proceed to set up other important features.


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.

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