Welcome to Planday! This article will help you easily use Planday on the web.
To log in, visit your company's Planday URL and enter your username and password. For detailed instructions, see the How to log into Planday article.
In menu bar at the top left, you will find three areas: Home (The Dashboard), Schedule and People. On the right side, you’ll see the help menu, messaging inbox, and profile options.
On the Dashboard, you'll find important Pending actions that need your attention, like shift swap requests from colleagues or status of leave requests.
You'll also see News posted by your team leader or company, including upcoming Events. If you need to participate in any event, you can mark your attendance or mark not to attend.
Edit your profile and personal details
Click on your name to show the account dropdown menu. You can edit your profile and log out of Planday. In the Edit section, you can update your username and password, change your language, and update your personal information. Remember to select Save at the bottom of the page to keep your changes.
Read more about configuring your profile settings here.
See your schedule
To view your work schedule, click on Home > Your schedule. You'll get a detailed view of your work calendar.
Here, you can see various details like the shifts you've worked, break deductions, and your expected payout.
Swapping and handing over shifts with colleagues
To swap or hand over a shift with a colleague or put a shift for sale, go to Home > Your schedule, select a future shift and choose to swap it with a colleague or hand it over. From here, you'll also be able to check the status of any shifts you've requested to swap or put up for sale. ⬇️
Apply for open shifts
They are available shifts that you and your colleagues can take. These can also include shifts put on sale by your colleagues.
You can request an open shift by going to Home > Your schedule > Open shifts, then click on an open shift and press Take this shift. ⬇️
Set your availability
If your manager allows Availability in Planday, you can easily set your availability preferences on the availability page, letting your manager know if you're open to taking more shifts. You can specify specific days or select multiple days here.
Get an overview of your leave or absence
If your employer allows Leave requests in Planday, you can request holidays or time off by going to Home > Your leave overview. Depending on your region, you may have different types of vacation accounts. Some may have a fixed number of holidays, while others collect leave days as you work. After you request time off, your manager will need to either approve or deny it before it's final.
If you have questions about your vacation and overtime accounts, it's best to talk to your manager or employer since the policies can vary from company to company.
Look up your payslips (optional)
If your employer has made payslips available in Planday, you’ll find them under Home > Payslips. Here you can see current Payslips and any past ones with the option to download them for your reference.
See your Department’s schedule
If your manager allows it, you can view your team's rota. To do this, head to the Schedule page. There, you'll find the complete schedule for all your departments. You can view it weekly (default), change it to 2 weeks, or see a monthly view.
On the schedule page, you can see who you'll work with and find coworkers interested in shift swaps. If your employer has Contract rules enabled, you'll see an indicator on your picture in the schedule. Hover over it to see how your scheduled hours align with your contract.
Get an overview of your organisation
If your manager allows it, you can see a list of your colleagues in the Employee overview. You'll find details about your coworkers that your employer has shared. You can send them direct messages within Planday from this page.
Depending on your company's privacy settings, you might see your coworkers' email addresses, phone numbers, or birthdays listed here. If you're concerned about your personal information's privacy in Planday, it's best to talk to your employer about it.
To access general documents uploaded by your employer, go to People > Documents. You might find employee handbooks and training materials in this section shared within your team or the whole organisation.
For personal documents like certificates or private files, check the documents section under your profile by going to Profile > Edit.
You can also sign any documents that require an e-signature, such as contracts, agreements or consent forms, by going to your Profile > Edit > Contracts.
Communicate with your team
To see your communication with coworkers and managers in Planday, just press the message icon. You can find all your messages, past, and current, by going to the Inbox.
In the Help dropdown menu, you will typically find options such as:
Edit your account details
Click on your name to show the account dropdown menu. You can edit your user account, make a referral, and log out of Planday. In the Edit section, you can update your username and password, change your language, and update your personal information. Remember to select Save at the bottom of the page to keep your changes.
Need more help?
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