🔓 Access level in Planday: Administrator
🌐 Subscription plan: Any
✅ Required steps: How to organise your Planday workspace
ℹ️ Important note: Complete all steps in order for the best setup experience.
Welcome to Planday from Xero!
To help you get started, we’ve created a simple setup checklist. Completing these steps will ensure your organisation is ready to run smoothly from day one.
Essential set-up tasks
Create or edit Departments
Organise your business structure so shifts and employees are grouped correctly.
▶️ Watch a video | 📄 Learn more
Set up Employee groups
Group your staff based on roles or responsibilities.
▶️ Watch a video | 📄 Learn more
Add staff
Add your employees, including their personal details and pay rates.
▶️ Watch a video | 📄 Learn more
Create your first schedule
Start planning shifts and assigning them to your team.
▶️ Watch a video | 📄 Learn more
Once you’ve completed these steps, you’re ready to move on.
Next step:
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.