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Step 1 - Welcome to Planday

Follow this 4‑step quick‑start guide to create your first shift and get familiar with essential Planday terms.

Saad Saeed avatar
Written by Saad Saeed
Updated over a month ago

🔓 Access level in Planday: Administrator.

👋 For: Admins new to Planday or on a 30‑day trial.

Most people start in Planday by adding a shift to their Schedule.
This guide gets you there fast. Simply follow each step in order.


Key Planday terms

Before you hit Next, get to know these essential terms.

Department

A physical location or workplace in your business. Each Department has its own Schedule.


Your account starts with one Department by default, which you can rename at any time.

Employee group

Organises staff by role or skills.

  • Departments = Where employees work

  • Employee groups = What shifts or roles they can take

Employees can be in multiple Employee groups.

Employee

Only employees with a Planday profile can be scheduled.

You can schedule someone without inviting them yet, but they won’t be able to clock in until they accept the invitation.

Shift

A set period when an employee is scheduled to work.

Hourly staff can clock in via the app, while permanent staff may work fixed times.

Note: One shift alone doesn’t make a full schedule. At the end of this series, you’ll find recommended resources to help you explore all that Planday can do.


Tip: For the best experience, follow this quick guide via the blue support button in your Planday account.
Alternatively, keep Planday open in a second tab or window while following these steps.


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