🔓 Access level in Planday: None.
🌐 Subscription plan: Any.
⏱️ Reading time: 4 min.
✅ Required steps: Joining Planday — Confirm your username.
ℹ️ Important read: Introduction to the Planday app for employees. Planday app for employees — FAQs.
Overview
Welcome to Planday! This guide will introduce you to the essential features of Planday on the web, helping you manage your schedule, communicate with your team, and access key information.
Getting started: Logging in
To log in:
Visit your company’s Planday URL.
Enter your username and password.
Need more help? Check out the How to log into Planday guide.
Exploring the Home dashboard
The dashboard is your home base, providing:
Pending Actions: Review and respond to requests like shift swaps or leave approvals.
News and Events: Stay updated with announcements from your manager. You can RSVP to events directly from the dashboard.
Editing your profile
Click your name in the top-right corner to access profile settings. Here, you can:
Edit personal details.
Remember to click Save to apply changes.
Learn more in the User account management guide.
Viewing your schedule
To see your shifts:
Go to Home > Your Schedule.
View any shift swap requests that are pending your or your manager’s approval.
View your upcoming shifts including details such as shift times, breaks, and expected payouts after working.
Managing shifts
Swapping or handing over shifts
Select a future shift and choose to swap or hand it over.
Track the status of your requests from the same page.
Manager approval is required for swaps to be final.
Please note that shift swaps usually require approval from your manager before they become final.
Applying for Open shifts
Go to Home > Your Schedule > Open Shifts.
Select a shift and click Take this shift.
Manager approval is required for these requests before they become final.
Setting Availability
If enabled by your manager, you can set your availability to show when you’re open to taking shifts:
Go to the Availability page.
Mark specific days or multiple days.
Please note: This is not the same as requesting leave. Managers can still schedule you during unavailable times.
Requesting leave or time off
If leave requests are enabled on your Planday, you can:
Go to Home > Your Leave Overview.
Request time off or holidays based on your vacation policies.
Your manager must approve leave requests before they are confirmed. For specific leave policies and questions, talk to your employer.
Accessing payslips
If enabled in your Planday, you’ll find payslips under Home > Payslips, where you can view and download current and past payslips.
Viewing your team’s schedule
If enabled in your Planday, see your department’s schedule:
Go to the Schedule page.
If necessary, switch to the right department if you are part of multiple teams.
View the rota in weekly, bi-weekly, or monthly formats.
Check who’s working with you and find colleagues open to shift swaps.
Tip: If your employer has Contract rules enabled, you'll see a coloured ring indicator on your picture in the schedule. Hover over it to see how your scheduled hours align with your contract.
Employee list
If enabled in your Planday, you can see a list of colleagues under People > Employees. On this overview of people and groups, you might see shared details like email addresses or phone numbers or other details depending on the privacy settings of your Planday. You can also send direct messages to your teammates or manager from here.
Accessing Documents
General Documents: Find shared files like handbooks under People > Documents.
Personal Documents: Access certificates or contracts under Profile > Edit.
Signing Documents: Sign contracts directly from Profile > Edit > Contracts.
Please note: Personal documents are not accessible through the mobile app, but you can sign contracts via the app.
Messaging your team
Click the message icon to view and send messages to colleagues or managers.
Need help?
If you have questions, start by asking your company’s Planday admin or manager first. If they cannot resolve your problem, additional help resources include:
Help Center: Find answers and advice.
Video Tutorials: Watch guides to learn Planday features.
Service Status: Check the status of Planday services.
See related articles:
ℹ️ Need more help?
Contact your Planday admin or leader for guidance on how to use Planday.
🔍 Search the Help Center | See video tutorials at Tutorials.Planday.com