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Tasks to finalise your Planday setup

Wrap up your Planday workspace setup by completing these final steps.

Written by Saad Saeed
Updated over 3 weeks ago

🔓 Access level in Planday: Administrator.

ℹ️ Important note: Make sure you’ve completed the essential setup tasks before continuing.


Once the basics are in place, complete your setup with these final steps.

Finalise your setup

  1. Activate Punch Clock
    Start tracking employee working hours and attendance.
    ▶️ Watch a video | 📄 Learn more

  2. Assign access levels
    Give managers the right permissions and delegate responsibilities.
    ▶️ Watch a video | 📄 Learn more

  3. Help employees get started
    Encourage your team to download the Planday app and begin using it.
    ▶️ Share tutorial videos | 📄 Share the Planday app usage guide

  4. Become a Planday pro
    Explore our full video catalogue to get the most out of Planday.
    ▶️ Browse the video channel



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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