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Setup for admins
Tasks to finalise your Planday setup
Tasks to finalise your Planday setup

Follow these steps with links to short videos & articles to finalise your Planday organisation setup.

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

🎯 For admins new to Planday.

Configure the essential set-up steps before you complete these steps.

You have already configured the basics of Planday. Now follow these steps to finalise the setup of your Planday organisation.


Finalise your set-up

1. Activate Punch Clock on the web or mobile app ▶️ Watch a video or 📄 Learn more.

2. Delegate managerial responsibilities by assigning Access levels ▶️ Watch a video or 📄 Learn more.

3. Let your employees know they can download the Planday app ▶️ Share tutorial videos or 📄 Share this Planday app usage guide with your employees.

4. Become a Planday pro with our catalogue of videos ▶️ Browse the video channel.


See related articles:

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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