🎯 This article is for new employees using Planday on a web browser. Get an introduction to Planday app here.
Welcome to Planday! This article will help you quickly navigate Planday on the web. It gives you an introductory insight into the following points:
💡 You can use Planday in a web browser and as a mobile app. Learn more about it in the Planday for Employees - Introducing the App article.
To log in to Planday from a browser, go to your company's portal URL and enter your username and password. For detailed instructions on signing up for Planday, see the Logging in to Planday article.
You will see three areas in the menu bar on the top left: Home (The Dashboard), Schedule and People. You'll see the help drop-down menu, your messaging inbox, and your profile drop-down menu on the right of these. We'll walk through the core areas below.
From the Dashboard, you can quickly see if you have any pending actions that may require your attention. These may be shifts you would like to give to colleagues or swap requests from colleagues that need your consent before a manager can take action.
You can also see any news your team leader or company posted, including future events. For events that require participation, you can indicate your attendance or mark them as not attending.
See your schedule
Click on Home > Your schedule to see a detailed view of your work calendar.
Depending on how your employer sets up Planday, you can see a breakdown of the shifts you have worked, break deductions, and your expected payout. From this page, you can also see the status of shifts you set for swap or have put on sale.
Set your availability
You can set your availability preferences on this page to indicate if you are open to taking more shifts. You can set availability on specific days or select multiple days from here.
⚠️ Please note that this is not the same as requesting a leave. Your manager can still schedule you on a day you have marked unavailable. Availability only alerts them of your preference when scheduling you for shifts.
Get an overview of your leave and holidays
If your employer has enabled the Leave requests functionality in Planday, you can make your holiday or absence requests from the platform by going to Home > Your leave overview. Depending on your region, you may see different types of vacation accounts. For example, you may see a vacation account with a fixed number of available holidays or one that collects leave days that you earn by working. After you request a vacation, your manager can approve or decline your request.
If you are unsure regarding your vacation and overtime accounts, we recommend discussing it with your manager/employer, as the usage differs from company to company.
Look up your Payslips
If your employer has made payslips available in Planday, you'll find them under Home > Payslips. Here you can see current Payslips and any past ones with the option to download them for your reference.
See your team’s schedule
Go to the Schedule page to see a complete schedule for each department you belong to. You'll see a weekly schedule, which you can change to 2 Week, or Monthly view.
From here, you can see who you're working with or find coworkers who might be interested in swapping shifts with you. If your employer has enabled the Contract rules feature, you will see a visual indicator on your picture in the schedule. Hover over this to see how many hours you are scheduled for work in relation to your contract.
Get an overview of your team
In the Employee overview, you’ll see the information about your coworkers that your employer has made available. You can send a direct message within Planday to an employee from this page.
Depending on your company's privacy settings, your coworkers' e-mail addresses, phone numbers, or birthdays are listed here. If you have concerns about the privacy of your personal information in Planday, we recommend discussing this with your employer.
Find shared documentation
If your employer uploads documents to Planday, you’ll find them by going to People > Documents. For example, you may find employee handbooks or any training materials they may have uploaded in this section.
Look for help
💡 We recommend going to your company's Planday admin or your direct manager if you have any questions regarding Planday.
In the Help dropdown menu, you will typically find options such as:
visit the Help Center
browse through video tutorials
see what's new by reading the product release notes
and status of Planday
Communicate with your team
Press the message icon to find all of your communication with coworkers and managers within Planday. Go to the Inbox to see all your past and current messages.
Edit your account details
Click on your name to show the account dropdown menu. You can edit your user account, make a referral, and log out of Planday. In the Edit section, you can update your username and password, change your language, and update your personal information. Remember to select Save at the bottom of the page to keep your changes.
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