Welcome to the Planday from Xero community. Weโ€™ve put together a checklist thatโ€™s a must-read to set up your Planday portal for success. Simply follow these steps and the corresponding 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 selecting the Planday icon in the bottom right corner. You can also visit our Help Center for guides, tips & tricks!

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