Planday

This article introduces you to scheduling in Planday, including its various views, functions and tools.

Scheduling explained

Saad Saeed

Maud

Discover tools and options to make your scheduling as efficient as possible.

Scheduling

Find answers to frequently asked questions about scheduling and shifts in Planday.

Schedule - FAQs and troubleshooting

Troubleshooting and FAQs

Learn how to create or edit shifts on the Planday web or the Planday app.

Create or edit shifts

Learn essential actions around working with shifts in the Planday web and the Planday app.

Move, copy, delete or approve shifts

Learn how to manage Open shifts, Swaps, and Shift requests in Planday. Create flexible schedules, approve requests, and set notifications.

Open shifts, Shift requests and Shift swaps for Schedule managers

Put labels on shifts to easily identify them on the schedule and use them for payroll, reporting or holiday tracking.

How to create and use Shift types

Shifts

Use the Positions view on the Schedule when it is essential to adequately fill in areas of your business.

Scheduling with Positions and Sections

Learn how to apply filters to the schedule to find specific shifts easily and review your schedule without making changes.

How to use Schedule filters

Learn how to use Schedule templates by creating reusable schedules for your team.

Create and use Schedule templates

Best practices to update and apply your Schedule templates when employees leave.

Add or remove employees from Schedule templates

Boost staff happiness by assigning shifts that align with their preferred working hours and avoid scheduling during their unavailable times.

Schedule based on employee availability

See how to hide certain days or periods from employees to draft your schedule.

Hide days or periods on the schedule

Find some answers about how to notify employees in the schedule and how you can get notified about shift requests or shift swaps.

Schedule-related notifications

Review points here to ensure that managers receive proper notifications of approval of swap or shift requests.

Set notifications on shift swaps or shift requests

Enhance communication with your team by adding notes directly to the shift—perfect for sharing a daily reminder or manager-only tip.

How to add Daily or Manager notes to the Schedule

Simplify your long-term schedule planning by saving shifts as drafts and publishing them when you're ready.

How to use Draft shifts in Planday

Scheduling tools

The Schedule history keeps a record of all schedule changes, including who created, edited, or deleted a shift and when.

How to view schedule history and changes

Use Contracted hours, keep track of worked hours, see differences in scheduled or approved hours and transfer overtime hours.

How to use Contracted hours for schedule overview

Mark specific days or periods in which you have agreed with your employee to work and use it as a guide for accurate scheduling.

How to use Contracted availability for employees

Use the Skills feature to ensure only employees with specific qualifications can be assigned to certain shifts.

How to set up and use Skills

This article will show you how to automate various tasks, processes and notifications in Planday with scheduled jobs.

How to create and use scheduled jobs

Find answers to common questions you may have around scheduled jobs.

Scheduled jobs - FAQs and troubleshooting

Learn how to save time on scheduling with the Auto-schedule tool.

How to use the Auto-schedule tool (Pro Plan only)

Customise your open shifts assignment preferences by using the auto-schedule advanced settings

Auto-schedule - Advanced settings

Scheduling tools – advanced

Planday.com

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Video tutorials

Pricing and Plans

Planday Glossary

Resources

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