🎯 For admins new to Planday.

All steps need to be completed in the specified order for a successful setup.

Welcome to Planday from Xero!

We’ve put together a checklist that’s a must-read to set up your Planday organisation.

Follow these steps with the links to short videos and articles to configure your Planday organisation for success.


Essential set-up tasks

1. - 🏭 Create Departments in Planday ▶️ Watch a video or 📄 Read the article.

2. - 👥 Create Employee groups in Planday ▶️ Watch a video or 📄 Read the article.

3. - 👤 Add Employees - Ensure that all relevant personal info is added, including correct pay rates ▶️ Watch a video or 📄 Read the article.

4. - 🗓 Create your first Schedule ▶️ Watch a video or 📄 Read the article.


Need more help?

Please search for answers in the 🔍 Help Center or watch our ▶️ video tutorials.

Contact our support team via the blue icon at the bottom if you have more questions.


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