🔓 Access level in Planday: Administrator.
🌐 Subscription plan: Any
👋 For: Admins new to Planday or on a 30‑day trial.
Step 1: Welcome to Planday ✅ |
Step 2: Create your first Employee group |
Step 3: Create your first employee |
Step 4: Create your first shift |
Why Employee groups matter
Employee groups help you organise staff by skills and roles.
Departments = Where employees work
Employee groups = What roles or shifts they can take
Example: Bartenders, Chefs, Front of House.
Create your first Employee group
Go to Planday web > People > Employee groups > Create employee group
Enter a name that suits your business
Click Save > Done
You can add wages and salary codes later if needed.
