🔓 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
Only employees with a Planday profile can be added to your schedule.
You can invite them now or later but they need a profile before they can work shifts in Planday.
Create your first employee
Go to Planday web > People > Employees > Create employee
Enter First name and Last name
Add their Email address. This will also be their Username
Under Employee groups, click Add > select your Employee group > Save
Choose Gender under Information
Click Save > Done
You can fill in extra details (contact info, wages, etc.) and send their invitation later.