Planday

This article gives you an introduction to managing your employees and their data in Planday.

Employee management in Planday explained

Saad Saeed

Maud

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Learn how to manage your team in Planday with our guides, from basics to advanced features.

People

Read answers to common FAQs about creating, viewing or editing employees in Planday.

Manage employees - FAQs and troubleshooting

Find answers to common questions and their fixes about deactivating or reactivating employees.

Deactivate or reactivate employees - FAQs and troubleshooting

Learn about employee data export options using the built-in templates or create custom export settings.

How to export employee data from Planday

Troubleshooting and FAQs

Learn how to create or edit departments (locations) in Planday.

How to create or edit a Department

Learn key steps and factors to consider before archiving or restoring departments, including the effects on schedules and existing shifts.

How to archive or restore a Department

See how to use, create and edit Employee groups in Planday.

How to create or edit an Employee group

See how to delete or recover Employee groups and what you should bear in mind.

How to delete or restore an Employee group

Learn how to create, manage, edit and archive employee types in Planday.

How to create or edit Employee types

Organise your business

Learn how to create new employees and edit existing employee details in Planday.

How to add or update employee information in Planday

Learn how to invite a new employee or a team to Planday.

How to send Planday invitations to employees

Deactivate accounts when employees leave so you can retain essential employment work history and comply with GDPR requirements.

How to deactivate or reactivate employees in Planday

Get an overview of the various access levels and the associated security rights for each role.

Overview of Access levels in Planday

Give employees additional permissions, such as Administrator, Schedule Manager, or HR Manager, and delegate responsibilities by department.

How to assign Access levels to your employees

Track employee turnover, compare your performance with industry averages, and find ways to improve low retention using Planday.

How to track employee retention in Planday

Employee management

Learn how to avoid over or under-scheduling your staff by setting up and applying Contract rules when creating schedules.

How to create and apply Contract rules

Find guidance on transitioning between Contract rules or changing intervals.

How to switch Contract rules for an employee

Set up notifications for leave requests and other types of HR-related requests that should go to the supervisor of an employee.

How to use the Supervisor feature

Use the Primary department feature to ensure that your team leads view only the employee information that is relevant to their team members

How to use the Primary department feature

Employee management — advanced

Learn how managers can send messages efficiently via Planday, including both in-Planday messages and SMS, with tips and guidelines.

How to send messages via Planday as a manager

Learn how you can customise the welcome message you send to your employees for the first time upon inviting them to Planday.

How to customise the welcome message

Communication

Configure who can see specific employee details and specify which personal information employees can view or edit.

How to manage employee information, visibility, and access

Customise the employee form by adding or editing fields or sections based on your needs.

How to modify the employee form

Follow these steps to archive the gender field or add custom gender options in your employee form.

How to archive or manage gender options in your employee form

Get a better overview of employee information by changing view settings

How to switch between Single and Dual column view

Employee customisation

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