Employees can be assigned to different Security groups in Planday with each one granting different privileges. This feature may be useful when you need to add managerial staff such as team leaders or human resources.

There are three different levels of permission that you can assign to an employee:

Admin:  Has full administrative access to Planday, can view and edit payroll information, and make changes to all schedules. Additionally, the Admin role can add and remove administrative permissions for other employees, or disable their accounts. As such it is recommended that Admin permission  is granted with caution.

HR Manager:  Can create new employees and edit all employee information, except salary.

Schedule Manager:  Can create and edit schedules. Can not view or edit payroll, but can see payroll costs per day. This role can be limited by department, preventing the employee from editing shifts across all departments.

The following table outlines all permissions per role:

To add or remove these permissions for an employee you can follow these steps:

  • Click on People and then Employees to view all employees.
  • Use the search function or scroll to find the employee whose permissions you want to update permissions.
  • Click on their name to see their details.
  • Under the Permissions field, add or remove permissions for the employee. (Note: If you are carrying out this action on mobile you will first need to select ‘Edit’ at the top right of your screen.)

Limit permissions by Department

You can limit the permissions of administrators by Department. For example, you can have two Schedule managers who each have access only to the Department they manage.

To adjust these settings follow the steps below:

  • Click on People and then Employees to view all employees.
  • On the bottom left of the screen, click Admin, HR manager, or Schedule manager.
  • Place the cursor over the employee and click on the key icon.
  • The 'Access to department' menu will now allow you to assign department access.

Please note: If your company uses ‘Primary departments’ and you enable this setting while adding an employee to a security group, they can only administer employees who also have that primary department set:

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