Thanks for signing up to Planday! Follow the five steps below to see how Planday can make running your business simpler and more efficient.
If you don't already have a Planday account, go to https://www.planday.com/sign-up/ to sign up for a trial.
1. Create Departments
Navigation: People > Employees > Create Department
Departments help organize areas of your business into different schedules, so each manager can focus on the part of the business they’re responsible for.
You can create Departments for different areas of the business at the same location (e.g. kitchen or bar). If you have multiple locations, you can create one Department for each location.
2. Create Employee groups
Navigation: People > Employees > Create Employee group
Employee groups help organize your staff by skills or responsibilities (e.g. chef, waiter, or bartender). This ensures you have qualified staff filling all the necessary roles in your business.
An employee can belong to multiple Employee groups. Create an Employee group for each of the different roles you need covered in your business.
3. Create Employees
Navigation: People > Employees > Create Employee
Create your employees and assign them to Departments and Employee groups. You can set a different individual hourly wage for each Employee group the employee is assigned to.
Make sure you add contact information to your employees’ account, so you can invite them to their personal Planday accounts.
4. Start scheduling
Navigation: Schedule > Schedule
To start scheduling, click where you want to create a Shift, set the start and end time, and assign the shift to an Employee group.
You can work on your schedule in three different views: Employees, Groups, and Positions. The Position view is an expansion on the Group view, making it easy to separate shifts within the same group.
(You can change the video quality in the bottom right corner if you want to run it full screen)
5. Invite employees
Navigation: People > Employees > Tools > Send logins
You can invite your employees via email or SMS. Once invited, employees can see their schedule, communicate with managers and coworkers, request open shifts, swaps shifts, and more.