🎯 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 |
Most users take their first steps in Planday by understanding how to create a shift in their Schedule.
This Quick guide is designed to get you there quickly – Simply follow the instructions.
Before you hit Next, get to know these essentials:
Department
Department
A workplace or location. Each Department has its own Schedule.
Your organisation already comes with one Department that you can rename later.
Employee group
Employee group
Employee groups help organise your staff based on skills and their roles in the business.
Departments control where employees can work, while Employee groups control what roles/shifts an employee can cover.
Employee
Employee
Only employees who have a profile in Planday can be added to your schedule.
Shift
Shift
A shift is a period of time during which an employee is scheduled to work.
We recommend you follow this Quick guide via the blue support button in your Planday account. Alternatively, have Planday open in a second tab or window.
Next step:
Creating just one shift doesn't make a schedule. Don't worry! At the end of this article series, you'll find a set of recommended resources to explore more options available with Planday.