Planday

Saad Saeed

Maud

Configure your organisation in Planday and manage employee data.

People

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

Employee management in Planday – Overview

Learn how to create new employees, edit existing employee details and invite your newly added team members to Planday.

How to create, edit, and invite employees

Get an overview of the different access levels and which security rights each role has.

Overview of Access levels

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

How to assign Access levels to your employees

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

Employee information: visibility and access settings

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

Export employee data

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

How to deactivate or reactivate an employee

Find the answers to your questions on deactivating or reactivating employees

Deactivate and reactivate employees - FAQ

Communicate with your employees through Planday's built-in messaging function from the web or app.

Send messages via Planday as a manager

Manage your employees - basics

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 legacy gender field or add custom gender choices in your employee form.

How to archive or add more gender options to your employee form

Contract rules let you specify the details of contracted hours for your employees and guide your planning while making schedules.

Create and apply Contract rules

Find guidance on transitioning between Contract rules or changing intervals.

How to switch Contract rules for an employee

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

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

Get a better overview of employee information by changing view settings

Single vs Dual column view

Manage your employees - advanced

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

Create or edit a Department

See how to safely remove an existing Department or restore a previously removed department from Planday.

Delete or restore Departments

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

Create or edit an Employee group

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

Delete or restore an Employee group

Categorise your staff into Employee types such as full-time/part-time, over/under 18, paid per hour/monthly salaried for better management.

Manage your employees - basics

Manage your employees - advanced

Organise your business