The Scheduled jobs feature allows you to automate several different processes in Planday. To create a new Scheduled job go to Settings > Portal settings > Scheduled jobs, and select Create instance.

Notification by the length of employment

This scheduled job allows you to send an SMS to selected Employees based on the length of their employment. You can use the Department drop down menu to create different instances for each of your departments.
 

Notification by the length of absence

This scheduled job allows you to send an automatic SMS to Employees based on their length of absence. You can use the Department drop down menu to create different instances for each of your departments. Define your working days to exclude days which should not be counted as absence, and define a Shift type that the system will register as absence.
 

POS Integration

This scheduled job allows you to automatically retrieve figures from your POS system. First, define the time, day, and start date for this scheduled job. Once this step is complete, select the desired POS Service from the dropdown menu and input the information needed to set up the synchronisation. This information varies depending on the set POS Service.

Punch Clock automatic punchout 

Using automatic punchout you can set a limit on how long an employee can remain punched in for, and the latest time of day that they can punch out, such as your close of business. First select a start date, time, and the weekdays it should apply to. You can define a minimum and maximum shift length before automatic punchout is activated, the latest time of day, and select a Department that this scheduled job should apply to.
 

Timesheets - FTP uploading of CSV file

This scheduled job allows you to automate your timesheet exports from Planday to your server via FTP/SFTP. First select a start date, time, and the weekdays it should apply to. Next, define if this scheduled job should be department specific, give it a timeframe, and select what information to include. Once this is done you can input your FTP information and save.
 

Schedule Plan SMS - Multiple Days 

This scheduled job allows you to send out an automatic SMS notification to employees who will work in your defined time period. First select a start date, time, and the weekdays it should apply to. Next, set the content and number of days that the notification should include, as well as the amount of days in advance that employees will receive the message. You can also define the Employee groups and set a Department.

 

Schedule SMS - Same day

This scheduled job allows you to send out an automatic SMS notification to employees on the days that they are working. First select a start date, time, and the weekdays it should apply to. Next, set a Department if required, select the Employee groups that should receive the SMS, and write the content. 

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