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. Reach out to us if you need us to extend this limit or upgrade your existing plan by visiting the Account section.
Create a new Department
Your portal comes with a default department ‘My first department’. You can create additional departments either under the employee page or from the Departments page where you can also 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 choose to create a new department, you will see a menu in which you have to enter the department’s name. Additional details such as department number and address can be added optionally.
Edit and assign employees to a Department
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.
Still have questions? Reach out to our support team via chat if you need help regarding this feature.
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