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

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

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 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 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

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 safely delete Employee groups or recover deleted groups in Planday.

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