People

Create, edit, and invite Employees

Learn how to create employees, edit employee details and invite your team to Planday.

Written by Tom Kile Hartshorn
Updated over a week ago

Updating Usernames

Follow this 2 step method to change an employee's username (email) and see confirmation steps a user must take to make this change permanent

Written by Saad Saeed
Updated over a week ago

Employee information: visibility and access settings

Configure who can see which employee details and specify personal information employees can view or edit.

Written by Tom Kile Hartshorn
Updated over a week ago

Employee management in Planday

Overview, bulk actions and edit options for employee data

Written by Cristina Skov
Updated over a week ago

Assign manager permissions to employees

Give employees additional permissions and roles such as admin, schedule manager or HR manager.

Written by Tom Kile Hartshorn
Updated over a week ago

Export Employee details

Written by Tom Kile Hartshorn
Updated over a week ago

How to Deactivate or Reactivate an Employee

Deactivate accounts when employees leave so you can retain essential employment work history and comply with GDPR requirements.

Written by Tom Kile Hartshorn
Updated over a week ago

How to customize your Employee profiles

Add, edit, and customize the information you hold in Planday, using Employee Form Setup

Written by Sissel Bjerkeset
Updated over a week ago

Archive gender field

Add custom gender choices to your employee setup form

Written by Saad Saeed
Updated over a week ago

Create and edit Departments

Learn how to create and edit Departments (locations) in Planday.

Written by Saad Saeed
Updated over a week ago

Delete and Restore Departments

See how to Delete an existing Department or Restore a previously removed department and see the implications this has on employee schedules.

Written by Saad Saeed
Updated over a week ago

Create and edit Employee groups

Written by Tom Kile Hartshorn
Updated over a week ago

Create and edit Employee types

Categorise your staff into Employee types such as full-time/part-time, over/under 18, paid per hour/monthly salaried for better management.

Written by Saad Saeed
Updated over a week ago

Delete Employee Groups

Written by Tom Kile Hartshorn
Updated over a week ago

Create and apply Contract Rules

Contract Rules let you specify the details of contracted hours for your employees and guide your planning while making schedules.

Written by Tom Kile Hartshorn
Updated over a week ago