Welcome to Planday from Xero! Weโ€™ve put together a checklist thatโ€™s a must-read to set up your Planday for success. Follow these steps and the links to short videos and articles to configure your portal.

  1. ๐Ÿญ Create Departments in Planday โ–ถ๏ธ Watch video or ๐Ÿ“„ Read article.

  2. ๐Ÿ‘ฅ Create Employee groups in Planday โ–ถ๏ธ Watch video or ๐Ÿ“„ Read article.

  3. ๐Ÿ‘ค Add Employees - check all relevant personal info is completed, including correct pay rates โ–ถ๏ธ Watch video or ๐Ÿ“„ Read article.

  4. ๐Ÿ”‘ Set permissions for your schedule and HR managers โ–ถ๏ธ Watch video or ๐Ÿ“„ Read article.

  5. โฑ Activate Punch Clock for use on the web or mobile app โ–ถ๏ธ Watch video or ๐Ÿ“„ Read article.

  6. ๐Ÿ—“ Create your first schedule โ–ถ๏ธ Watch video or ๐Ÿ“„ Read article.

  7. ๐Ÿ“ฑ Let everyone know they can download the Planday app โ–ถ๏ธ Watch videos or ๐Ÿ“„ Share this article.

  8. ๐Ÿš€ Become a Planday Pro with our catalogue of videos โ–ถ๏ธ Browse video channel.


You are ready to use Planday!!! ๐ŸŽ‰

If you would like to have a complete tour navigating your way through the portal, watch the following video:


If you need us, chat with us! You can reach our team from your portal by pressing the Planday icon in the bottom right corner. Browse our catalogue of โ–ถ๏ธ video tutorials or search for answers in the ๐Ÿ” Help Center.

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