🎯 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.
The easiest way to set up your organisation in Planday is by following the steps in the Get started module on your dashboard. Below is some additional information regarding each step.
Follow these steps with the links to short videos and articles to configure your Planday organisation for success.
Essential set-up tasks
1. Create or edit existing Departments in Planday ▶️ Watch a video or 📄 Read the article.
2. Create Employee groups in Planday ▶️ Watch a video or 📄 Read the article.
3. Add employees - Ensure that all relevant personal info is added, including correct pay rates ▶️ Watch a video or 📄 Read the article.
4. Create your first schedule ▶️ Watch a video or 📄 Read the article.
Next: Finalise your setup
Need more help?
Please search for answers in the 🔍 Help Center or watch our ▶️ video tutorials.
Contact our support team via the blue icon at the bottom if you have more questions.