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Creating, editing, and inviting Employees

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Creating and editing Employees from the People section

Navigation: People > Employees > Create employee

From People > Employees you'll find Create employee in the top right corner.

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To edit an Employee, simply click the name of the employee you want to edit. Make the changes you want and click Save.

 

Creating and editing Employees from the Schedule section

Navigation: Schedule > Schedule > Employees > Create employee

To create employees from the Schedule view, you have to be in the Employee view. From there you click Create employee in the bottom left corner.

Create_employee_from_Schedule.pngTo edit an employee from the Schedule section, hover your cursor above the employees' name, and click on the pencil that'll appear. 

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Inviting Employees in bulk

Navigation: People > Employees > Invite employees

Employees can be invited one at the time or in bulk. Before you can invite your employees, please make sure you have registered either email address, phone number or both for each of them.

Go to People > Employees and click Invite employees. You now get the option of filtering on departments and if you want to send the invitations by email, SMS, or both.

After you click Send, your employees will receive the Planday account's URL and their personal login information. 

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Inviting Employees one at the time

To invite a single Employee, you edit their profile and click the envelope below their name. You then get the option of inviting them via email, SMS, or both.

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Check out our video tutorials for more information, or have a look at the Quick Start guide here.

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