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Tasks to finalise your Planday setup

Wrap up your organisation’s setup in Planday with these final steps.

Saad Saeed avatar
Written by Saad Saeed
Updated over 2 weeks ago

🔓 Access level in Planday: Administrator.

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


Finalise your setup

  1. Activate Punch Clock
    Start tracking time and attendance.
    ▶️ Watch a video or 📄 Learn more

  2. Assign access levels
    Delegate responsibilities by giving managers the right permissions.
    ▶️ Watch a video or 📄 Learn more

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

  4. Become a Planday pro
    Dive into our full video catalogue and 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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