May wrapped up with a few updates and cool new features.
Here's what's new:
New Create Employee form
Auto-create Absence accounts (DK only)
Fortnox integration (SE only)
Web
New Create Employee form
The Create Employee form had an upgrade, both in design and functionality.
In People > Employees > Create employee you will now see a new full window box where you can enter your new employee's details on one page and create your employee.
When saving, you're notified if there are any errors that need to be corrected before you can create the employee. All incorrect or missing field inputs are marked in red.
Once you have created your employee, you will have the option to Create another employee, so that you can keep the create form open and continue to create a series of new employees without having to reopen the form every time.
Auto-create Absence accounts (DK only)
It is now possible to automatically create Absence accounts for your Employees.
From Settings > Absence, Overtime, Vacation > Account types > create/edit account type, you can now choose if each Absence account type should be created automatically for your employees.
If an Absence account type is set to Create automatically, the account will be created automatically for all employees connected to one of the Employee types chosen in the Absence account type.
Scenarios where an Absence account will be automatically created for an Employee:
When creating a new Absence account type and set to Create automatically:
The account will be created for all employees connected to the selected Employee types in the Absence account type, who doesn’t already have this Absence account.
When editing an existing Absence account type and set to Create automatically:
The account will be created for all employees connected to the selected Employee types in the Absence account type, who doesn’t already have this Absence account.
When changing the selected Employee types on an Absence account type that’s set to Create automatically:
The account will be created for all employees connected to the Employee types newly added to the Absence account type.
When creating a new Employee:
All Absence account types where this employee's Employee type is selected AND is set to Create automatically will be created for the new Employee.
When changing an existing employee's Employee type:
All Absence accounts where this employee's new Employee type is selected AND is set to Create automatically will be created for this Employee.
Integrations & API
Fortnox integration (SE only)
We have released a brand new Fortnox integration that syncs both employees and payroll data between Planday and Fortnox. You can find the integration under Settings > Integrations > Overview > Fortnox integration.
This new integration brings great value and supports the following:
Initial mapping and creation of existing users in the other system.
Export new users to Fortnox.
Import employee pay rates from Fortnox.
Sync payroll data to Fortnox.
You can read more about the Fortnox integration and how to set it up here.
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.