🎯 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.