🔓 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 this matters
A shift is a set period when your employee is scheduled to work.
With your Employee group and employee created, you’re ready to schedule your very first shift.
Create your first shift
Go to Schedule
Hover over the empty field next to your employee’s name
Click the blue plus icon where you want the shift to be
Under Time, set the start and end times
Under Group or Position, select your Employee group
Click Save
🎉 Congratulations!
You’ve created your first shift and you now know:
What Departments and Employee groups are
How to create employees
How to add a shift to the Schedule
Find a more detailed overview of the topics you covered in this guide in Setting up your business in Planday.
Further resources:
ℹ️ Need more help?
🔍 Search the Help Center | See videos at Tutorials.Planday.com | Watch a webinar
💬 For personalised support
Login and contact our support team via the blue icon at the bottom if you have more questions or book a one-to-one professional training session with an expert.