Planday

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

Get to know the desktop schedule

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

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

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

Learn about these dynamic scheduling options and how to manage these changes on the Schedule.

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

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

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

Create Schedule templates in Planday to make scheduling efficient. Apply templates and finish your schedule in minutes!

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

Make scheduling easy by using availability to track when your employees want to work and when they can't.

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

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

Ease communication with your staff and Schedule managers by adding comments and headings to Shifts.

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

Use Schedule history to see a record of all changes made to the schedule, including who created, edited or deleted a Shift and when.

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

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

Use Skills to limit specific shifts to only employees with particular abilities.

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

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