🟡 This integration is available for Planday admins based in the UK, the US, Canada, Ireland and Australia.
🔓 Access level in Planday: Administrator with access to all departments in Planday.
🌐 Subscription plan: Plus, Pro, Enterprise.
✅ Required steps: Provide Tenzo with Admin-level access in Planday for the team to set up the connection.
See Tenzo's guides on how to set up the integration:
Preparation for the integration
You will need to provide your Customer Success Manager at Tenzo with Admin-level access in Planday for the team to set up the connection.
Before you do this you should check your Planday Configurations.
How do you set up Configurations in Planday
Adding hourly wages and salaries to the employee profiles. Make sure to use only one of the options, unless your employee has both a fixed salary and an hourly wage.
Review your Shift types to confirm how each should be handled. Make sure you have all options and rate adjustments that you need.
Add potential payroll supplements, such as overtime or evening supplements.
Tenzo will also review the Schedule positions you have set-up in Planday to match the Roles you have in Tenzo.
Verify that the labour costs are correctly added.
Once wages, salaries and supplements are set up in Planday, we recommend that you go to Planday > Payroll > Payroll Export to verify that the changes are accurate.
Generate a PDF payroll export and scroll through your employees to see that they have the correct associated labour cost.
If you notice that one or multiple employees are missing their hourly wage or salary, it is most likely because this was inserted incorrectly on the employee’s profile. Try to insert it again and make sure that the “valid from date” is set prior to the first day of your current payroll period.
Additional information
If you are using Tenzo forecasting you will also be asked for each location to provide labour rules. These convert your sales forecasts into labour hours:
Minimum number of workers at any time (eg. 2 people regardless of sales)
Number of workers to open the store with (eg. 1 to prepare the store)
Time those workers should start before you officially open the doors (60mins before you open)
Number of workers to close the store with (eg. 3 to close the store)
Time those workers should finish after you officially close the doors (30mins after you close)
Number of employees you need per £ of sales (multiplier - eg 1 person per £100/hour) - Threshold over which the multiplier kicks in (eg. £100/hour)
Any additional employees you need during the day
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