People

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

Overview, bulk actions and edit options for employee data

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

Archive gender field

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

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