Planday

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

How to create and manage employee profiles in Planday

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

How to send Planday invitations to employees

Quickly add multiple employees to your Planday workspace by importing them from a file.

How to import employees in bulk to Planday

Learn how to safely deactivate employee accounts when staff leave your organisation. This keeps employment history intact and helps you stay compliant with GDPR.

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

Saad Saeed

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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

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