Scheduling

Create and edit Shifts

Learn how to create or edit Shifts on the Planday web or the Planday app.

Written by Saad Saeed
Updated over a week ago

Move, copy, delete and approve Shifts

Learn essential actions around working with Shifts in the Planday web and the Planday app.

Written by Saad Saeed
Updated over a week ago

Open shifts, Shift requests and Shift swaps

Learn about these dynamic scheduling options and how to manage these changes on the Schedule.

Written by Saad Saeed
Updated over a week ago

Create and use Shift types

Put labels on Shifts to easily identify them on the Schedule and use them for payroll or reporting.

Written by Saad Saeed
Updated over a week ago

Scheduling with Positions and Sections

Use the Positions view on the Schedule when it is essential to adequately fill in areas of your business.

Written by Saad Saeed
Updated over a week ago

Schedule filters

Learn how to apply filters to the schedule to find specific Shifts easily and review your schedule without making changes.

Written by Eva Maria Aguado Castro
Updated over a week ago

Create and use Schedule templates

Create Schedule templates in Planday to make scheduling efficient. Apply templates and finish your schedule in minutes!

Written by Saad Saeed
Updated over a week ago

Add or remove Employees from Schedule templates

Best practices to update and apply your Schedule templates when employees leave.

Written by Saad Saeed
Updated over a week ago

Schedule based on Availability preferences

Make scheduling easy by using Availability to track when your employees want to work and when they can't.

Written by Saad Saeed
Updated over a week ago

How to use Contracted availability for employees

Mark specific days or periods in which you have agreed with your employee to work and use it as a guide for accurate scheduling.

Written by Saad Saeed
Updated over a week ago

Hide days or periods on the Schedule

See how to hide certain days or periods from the employees when creating a schedule.

Written by Saad Saeed
Updated over a week ago

Leave a note on the Schedule

Ease communication with your staff and Schedule managers by adding comments and headings to Shifts.

Written by Saad Saeed
Updated over a week ago

Auto-schedule: set up guide

Written by Cristina Skov
Updated over a week ago

How to use Contracted hours for Schedule overview

Use Contracted hours, keep track of worked hours, see differences in scheduled or approved hours and transfer overtime hours.

Written by Saad Saeed
Updated over a week ago

Using the Schedule history report

See a record of all the changes made to the Schedule and see who made the edits and when.

Written by Saad Saeed
Updated over a week ago

Set up and use Skills

Use Skills to limit specific shifts to only employees with particular abilities.

Written by Saad Saeed
Updated over a week ago

How to create and use Scheduled jobs

This article will show you how to automate various tasks, processes and notifications in Planday with Scheduled jobs.

Written by Saad Saeed
Updated over a week ago

Auto-schedule: advanced settings

Written by Cristina Skov
Updated over a week ago