🎯 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.
Essential set-up tasks
Follow these steps with the links to short videos and articles to configure your Planday organisation for success.
1. Create or edit existing Departments in Planday ▶️ Watch a video or 📄 Learn more.
2. Create Employee groups in Planday ▶️ Watch a video or 📄 Learn more.
3. Add employees — Ensure that all relevant personal info is added, including correct pay rates ▶️ Watch a video or 📄 Learn more.
4. Create your first schedule ▶️ Watch a video or 📄 Learn more.
Next step:
Once you've completed the key steps, you can proceed to set up other important features.
ℹ️ Need more help?
🔍 Search the Help Center | See videos at Tutorials.Planday.com | Watch a webinar
💬 For personalised support
Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.