🔓 Access level in Planday: Administrator, Schedule manager.
🌐 Subscription plan: All
⏱️ Reading time: 3 min.
✅ Required steps: Create or edit shifts.
ℹ️ Important read: Scheduling explained.
How to move shifts on the schedule
To move a shift drag and drop the shift to the desired day for the employee.
This is especially useful in Employee view, where you can drag open shifts directly to an employee to assign it.
If an open shift is assigned to a different employee group than the employee’s, you’ll need to select the appropriate employee group first.
Move shifts in the Planday app
Press and hold a shift, select Move, then tap where you want to place it.
Ensure the blue plus icon appears before you can move the shift to that location.
How to copy shifts on the Schedule
There are a few ways to copy a shift:
Option 1 – Hold Alt/Option (Mac) or Alt (Windows) and drag the shift to the new location on the schedule until a green plus sign appears.
Option 2 – Alternatively, click the three dots on the shift and select Copy shift.
Option 3 – You can also create multiple copies when adding shifts.
Copy shifts in the Planday app
Press and hold a shift, select Copy, then tap where you want to place it.
Ensure the blue plus icon appears before you can duplicate a shift to that location.
How to delete shifts from the Schedule
You have several ways to delete shifts:
Option 1 – Open a shift, then select Delete at the bottom of the edit window.
Option 2 – Click the three dots on a shift and choose Delete shift.
Option 3 – Check one or more shifts and press Delete in the edit bar.
Option 4 – To delete all shifts for the week, go to Schedule > Tools > Delete this week.
Note: When deleting, consider notifying employees via Planday message or SMS (SMS charges may apply).
Delete a shift from the Planday app
Press and hold the shift, select Delete, and confirm.
Optionally, notify the employee by activating the slider.
If editing a shift, scroll down to find the Delete shift option.
How to approve shifts from the Schedule
Please note:
If you use Punch Clock in Planday, follow the instructions in the article How to manage and approve Punch Clock entries.
If you use the Timesheets functionality, please see How to approve timesheets in Planday.
Approving allows you to mark in the schedule that shifts have been completed and that they're ready for payroll.
You have several options for approving shifts from the Schedule page:
Option 1 – Open a shift, select the option Approve shift for payroll then press save.
Option 2 – Select one or more shifts and press the Approve button from the action bar to approve.
Option 3 – Hover over a shift, click the three dots, and press Approve.
Option 4 – For multiple shifts, go to Tools > Approve multiple shifts, select the days, and press Approve.
Approved shifts appear as 🟢 green on the schedule. Approving shifts marks them as completed and ready for payroll.
Approve shifts from the Planday app
Tap a shift, scroll to Ready for payroll, switch the slider, and confirm with ✔️ (Android) or Save (iOS).
If you use the Timesheets functionality, see the guidance below:
If you use the Timesheets functionality, see the guidance below:
In the Requests widget, press Timesheets.
Select a timesheet entry and tap Approve. If needed, tap the edit icon to make corrections before approval.
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