Planday

Saad Saeed

Configure your organisation in Planday and manage employee data

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

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

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

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

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

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

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

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

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

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

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

Compare changes to the employee details page and see what is new.

Get a better overview of employee information by changing view settings

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

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

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

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

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

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