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People
People
+1
15 articles in this collection
Written by
Sissel Bjerkeset,
Tom Kile Hartshorn,
Cristina Skov
and 1 other
Manage employee data
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
Organize your business
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