🎯 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 |
A shift is a period of time during which your employee is scheduled to work.
Let’s create a shift for your employee.
Click Schedule. Hover over the empty fields next to your employee’s name on the Schedule. Click on the blue plus icon where you want to create the shift.
Under Time, define when the shift should start and end.
Under Group or Position, make sure your Employee group is selected.
Click Save.
🎉 Congratulations! You have just created your first shift.
You now also know what Departments and Employee groups are, and how to create an employee.
Find a more detailed overview of the topics you covered in this guide on setting up your business.
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.