Having the right manager receive requests from their employees is essential, and there are several things to look out for when setting this up. You can review the points below to get accurate request notifications.
 

Set the correct manager permissions

You can grant three different permission sets to managers in Planday: Schedule manager, HR manager, and Administrator. You can review this article to ensure your managers have the correct permissions to act on requests. For example, it's worth noting that Schedule managers can approve requests for shift swaps while HR managers cannot.

 

Configure notification settings

Go to Settings > Portal Settings > Notifications to add employees that should be notified about requests. This way, your managers can receive email or SMS notifications when new requests await action.


Still have questions? Reach our support team via chat if you need help with this.

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