🔓 Access level in Planday: Administrator.
🌐 Subscription plan: Any.
✅ Required steps: How to organise your Planday workspace
ℹ️ Important note: Complete each step in the listed order for a smooth setup experience.
Welcome to Planday from Xero!
We’ve created a setup checklist to help you get your organisation ready. These steps will ensure you're set up for success.
Essential set-up tasks
Create or edit Departments
Organise your business structure in Planday.
▶️ Watch a video or 📄 Learn more
Set up Employee groups
Group your staff based on roles or responsibilities.
▶️ Watch a video or 📄 Learn more
Add staff
Enter personal details and pay rates for your team.
▶️ Watch a video or 📄 Learn more
Create your first schedule
Start building and assigning shifts.
▶️ Watch a video or 📄 Learn more
Once you've completed the key steps, move on to configuring more features and finalising your setup.
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.