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

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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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.