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🔓 Access level in Planday: Administrator, HR manager
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⏱️ Reading time: 4 min.
ℹ️ Important read: Getting started — Set up your business ; How to organise your business in Planday.
✅ Required steps: How to create and edit employees ; How to assign Access levels to your employees.
What is the Primary department feature?
What is the Primary department feature?
By using the Primary Department feature in Planday, you can ensure that managers only access relevant information for the employees they manage, improving efficiency and data privacy. In organizations with multiple departments and teams, it’s essential that managers only view data for the employees they oversee. To achieve this, you can assign a Primary Department to each employee, marked with a star in their profile. This ensures that managers with access to a specific department only see information for employees whose primary department is assigned to them.
For example, if an employee works in both Departments A and B, with Department A set as their primary department, the manager of Department A will only access data for employees whose primary department is A.
How to set up the Primary department feature
Assign a Primary department to each of your existing employees in Planday
Via Quick edit
To assign a primary department to your employees via the Quick edit method, follow these steps:
Go to People > Employees (1.)
Click on an employee's name to open the Quick edit menu (2.)
Click on the star symbol next to the department name you want to assign as the employee's primary department (3.)
2. Via Full edit
To do so, go to People > Employees > Hover over an employee's name and click the edit icon to the right or open Quick edit and click on Edit. Then, follow these steps:
Go to the employee’s Employment tab (1.) > Departments > Edit (2.)
Select the primary department in the dropdown (3.) and click on Save.
3. When you create a new employee
Going forward, when you create a new employee, you’ll need to choose a Primary department.
If you receive an error message when attempting to save an employee profile while editing, please ensure that you have assigned a primary department to the employee.
Limit the access of your restricted admins to Primary departments
By assigning an Access level to an employee, you can control their access to specific departments. By using the Primary department feature, you can restrict their access to employee data assigned to their primary departments.
To do so, go to People > Employees >Click on one of the admin’s name, then you’ll need to:
edit the relevant Access level 1️⃣
choose one of the selected departments and under Managed employees, choose the option Primary department members 2️⃣
Click on Save
Where in Planday can you use it - See examples
After assigning primary departments to your employees and adjusting your team leads' access levels, the team leads will have limited access to specific employee data in Planday. They will only be able to manage employees within their assigned primary departments in the following areas:
Employee profiles
Leave accounts and leave requests
Contracts
Employee profiles
For instance, let's say there's a manager who has admin access to department B and only to the employees with department B as their primary department. This means they can access and modify information of employees whose primary department is B.
If an employee belongs to departments A and B and A is their primary department, the team lead won't see this employee in the employee list.
Leave accounts and leave requests
When team leads go to Schedule > Leave accounts or Schedule > Leave requests, they’ll only be able to view the leave accounts / leave requests of the employees they manage.
Contracts
Under People > Contracts, they’ll only see the contracts (awaiting signature, signed or expired) of the employees they manage.
Using the primary department when assigning shifts
Apart from these three areas, Schedule admins can also use the Primary department feature to schedule their managed employees. The employees with the primary department will be shown with a star in the dropdown list when the admins create or edit a shift.
See related articles:
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