🔓 Access level in Planday: Administrator
🌐 Subscription plan: Any
⏱️ Reading time: 2 min
✅ Required steps: How to create or edit an Employee group
ℹ️ Important read: How to organise your Planday workspace
Note: In Planday, the term "Delete" has been replaced with "Archive" for Employee groups. Archiving deactivates groups from active use while preserving historical data, ensuring better continuity for analysing past schedules and group details.
How to archive Employee groups
Before removing an Employee group, review the following important points. Employee groups define your Schedules, so deleting one will impact existing schedules:
Shifts already linked to the deleted Employee group will remain visible and still affect payroll.
New shifts cannot be created using the deleted group.
Assigned shifts linked to the deleted group can no longer be swapped.
Open shifts linked to the deleted group cannot be requested or claimed.
Moving employees to different groups after deletion may affect payroll if wages differ or shifts overlap.
Tip: In most cases, reassign shifts or create a new Employee group before deleting one to avoid schedule or payroll issues.
Steps to archive an Employee group
Go to Planday web > People > Employee groups.
Find the group you want to delete and click the Edit icon.
From the edit view, click Archive and confirm.
Note: It is not possible to archive an Employee group if it is associated with active Positions on the schedule. To proceed, you must first remove any shifts linked to those positions, delete the Position(s) themselves, and then you can successfully archive the group.
How to restore an Employee group
If you’ve archived an Employee group but need it back, you can easily restore it:
Go to Planday web > People > Employee groups.
Click Restore Employee group (top-right corner).
Select the archived group you’d like to reinstate.
To keep the members who belonged to the group before archiving, select Keep employee membership; leave this option unchecked if you prefer to reinstate it as an empty group.
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