🎯 For admins.
To get started, learn Planday's structure and how to set up your business.
What is a Department?
Departments are mainly used if your company owns several locations or areas. Each department in Planday is assigned its own schedule.
The number of active departments you are allowed to have in total depends on your Planday subscription plan. On a Starter Planday package, you will be limited to having only one department, whereas the Plus and Pro packages allow up to 5 or more departments.
Navigate to your account section or contact the Planday support team via the chat icon at the bottom right if you wish to set up additional departments. Please indicate which location and how many employees you want to use the new departments.
How to create a new Department
💡 Your Planday setup comes with a default department named ‘First department’. If you plan on only using this, go directly to editing a department section.
You can create additional Departments under the employee page or from the Departments page where you can edit existing departments.
From Departments page
To create a new Department from the Departments page, go to People > Departments and click on Create Department button.
From People page
You can also create a new Department from People > Employees by clicking (+) Create department in the left menu.
Regardless of where you create a new Department, you will see a menu in which you must enter the Department’s name. Additional details such as Department number and address can be added optionally.
How to edit a Department or add employees to it
If you have created one or more Departments, you must assign your employees to the various departments.
To add employees to a department, go to People > Departments > Press the edit button (✎) on the name of a department to edit it.
This brings up the Edit Department menu where you can Add employees to this department.
Press Save after making any changes or Done to close the module.
Need more help?
Please search for answers in the 🔍 Help Center or watch our ▶️ video tutorials.
Contact our support team via the blue icon at the bottom if you have more questions.
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