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People
People
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16 articles in this collection
Written by
Tom Kile Hartshorn,
Cristina Skov,
Louise Devantier
and 1 other
Manage employee data
How to create, edit, and invite Employees
Learn how to create new employees, edit existing employee details and invite your newly added team members to Planday.
Written by
Tom Kile Hartshorn
Updated over a week ago
How to assign Access levels to your employees
Give employees additional permissions such as Administrator, Schedule manager or HR manager and delegate responsibilities per department.
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
This article gives you a clear introduction to managing your employees and their data in Planday
Written by
Cristina Skov
Updated over a week ago
Export employee data
Download data from Planday such as newly hired employees, changes in employee data, or deactivated users. Export reports via FTP upload.
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 modify the Create Employee form
Learn how to add or customise fields and categories in the Employee setup form according to your needs.
Written by
Saad Saeed
Updated over a week ago
How to archive the gender field in employee edit form
Add custom gender choices to your employee setup form
Written by
Saad Saeed
Updated over a week ago
✨ Updates to editing employee details page
Compare changes to the employee details page and see what is new.
Written by
Saad Saeed
Updated over a week ago
Single vs Dual column view
Get a better overview of employee information by changing view settings
Written by
Saad Saeed
Updated over a week ago
Organize your business
Create or edit a Department
Learn how to create or edit Departments (locations) in Planday.
Written by
Saad Saeed
Updated over a week ago
Delete or restore Departments
See how to safely remove an existing Department or restore a previously removed department from Planday.
Written by
Saad Saeed
Updated over a week ago
Create or edit an Employee group
See how to use, create and edit Employee groups in Planday.
Written by
Louise Devantier
Updated over a week ago
Delete or restore an Employee group
See how to delete or recover Employee groups and what you should bear in mind.
Written by
Louise Devantier
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
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