🎯 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 |
Only employees who have a profile in Planday can be added to your schedule.
Let’s create a profile for one of your employees.
Go to People > Employees > Create employee.
Fill out the First name and Last name.
Add the employee's Email address. This will also be the Username.
Under Employee groups, click Add > Select your Employee group > Save.
Choose the gender of your employee under Information.
Click Save > Done.
You can fill out the rest of the fields and invite your employee to Planday later.