Planday

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

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

Find answers and get help from Intercom Support and Community Experts

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