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People
People
+2
15 articles in this collection
Written by
Sissel Bjerkeset,
Tom Kile Hartshorn,
Cristina Skov
and 2 others
Manage employee data
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 this week
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 this week
Employee management in Planday
Overview, bulk actions and edit options for employee data
Written by
Cristina Skov
Updated over a week ago
Assign manager or admin permissions to employees in Planday
Give employees additional access such as Administrator, Schedule manager or HR manager and delegate responsibilities per Department.
Written by
Tom Kile Hartshorn
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 this week
How to customise your Employee profiles
Add, edit, or customise the information you save in Planday user profiles by configuring the Employee form setup.
Written by
Sissel Bjerkeset
Updated this week
Archive gender field
Add custom gender choices to your employee setup form
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 this week
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 this week
Create or edit an Employee group
See how to use, create and edit Employee groups in Planday.
Written by
Louise Devantier
Updated this week
Delete or restore an Employee group
See how to safely delete Employee groups or recover deleted groups in Planday.
Written by
Louise Devantier
Updated this week
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