Planday by Maxmel Tech

planday is a workforce management platform that streamlines employee scheduling, time tracking, and communication, helping businesses optimize staff operations integrating it with make com enables automated workflows between hr, payroll, and other business tools for greater efficiency limited documentation we currently can't provide complete documentation for planday because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from planday and public sources to create detailed guides about planday planday is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=planday\&app slug=planday community\&app unique id=planday de4r3c app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/planday community/ click the install button follow the on screen instructions to complete the setup planday modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} approve a shift approves a work shift for a selected employee or a specific time period approve an absence request approves an employee's absence request, confirming their time off assign a shift assigns a specific shift to a user or employee within your scheduling system, helping you organize work hours more efficiently change an employee username updates the username for a selected employee in your system create revenue adds a new revenue record to your system, helping you keep track of incoming funds create a custom property attachment value creates a new attachment value for a specified custom property create a position adds a new job position to a department you choose create a shift creates a new work shift for your employees, allowing you to schedule their working hours easily create a skill adds a new skill to your account in the system create a transaction creates a new transaction in your account on the service create an employee creates a new employee record in the system, making it easy to add team members and manage their information create or update a daily budget creates a new daily budget or updates an existing one to help you manage your spending limits deactivate an employee temporarily disables an employee’s account or marks their status as inactive within the system delete a custom property attachment value removes the attached file or document from a specific custom property delete a position removes a specific position entry from your database delete a revenue removes a specific revenue record from your system delete a shift removes a selected shift from your system delete a skill removes a selected skill from the profile you choose deny an absence request declines an absence request submitted by the selected employee get absence requests fetches a list of employee absence requests from your system get account transactions fetches a list of transactions from your account, so you can view all your recent activity get available positions fetches a list of all open job positions currently available get available shifts fetches a list of all available work shifts you can choose from get break access fetches information about break access for a specific punch clock shift, letting you see when and how breaks were taken during that shift get breaks fetches all recorded breaks from a specific punch clock entry get daily budgets fetches daily budget details from a source you choose, so you can easily review your spending limits get employee shifts fetches all employee shifts scheduled for today, giving you an overview of who is working and when get employees fetches a list of all employees from your system get payrolls fetches payroll records from the service, allowing you to access detailed payroll information get revenues fetches detailed revenue information from your system, giving you insights into your earnings get scheduling history fetches a detailed history of all your past scheduled events get skills fetches and displays a list of available skills from your account get a custom property attachment value fetches the image attached to a custom field, allowing you to access and use the uploaded file get a position fetches detailed information about a specific position get a shift gets detailed information about a specific shift get an absence request draft fetches a saved draft of an absence request from your service, so you can review or edit it before submitting get an employee finds and returns detailed information about a specific employee invite an employee sends an invitation to an employee, allowing them to join your company or a designated platform make an api call allows you to make a custom api request to the service using your own parameters and authorization reactivate an employee restores an employee's status to active in the system reset an employee password resets an employee's password to a new one that you specify start a break starts a new break for you if you don't already have one in progress stop a break ends the user's current break and resumes their active status submit an absence request creates and submits a time off request for a user or employee to record their planned absence update a custom property attachment value updates the file or document attached to a specific custom property update a position updates an existing position record with the latest details in your system update a shift updates an existing shift with the information you provide, such as time, date, or other shift details update a skill updates the details of a specific skill for a chosen user update an employee updates the details of an existing employee in your system watch absence requests this module activates whenever a new absence request is submitted, helping you stay updated on employee leave requests watch employee shifts triggers whenever a new employee shift is created or an existing shift is updated watch employees triggers whenever a specific event happens to an employee, such as being hired, updated, or leaving the company watch positions this module activates whenever a new position is added or an existing position is updated, helping you stay up to date with the latest changes watch revenue triggers whenever new revenue is added or recorded in your account watch shifts this module activates whenever a new shift is added or an existing shift is updated, helping you stay on top of any schedule changes watch transactions triggers whenever a new transaction is created, so you can stay updated on all your latest financial activity templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} planday resources you can have access to more resources related to this app on the following links https //planday com https //startintegrate com/apps/hr management/planday de4r3c https //www make com/en/hq/app invitation/6c0a46e2b0c4698928efba26661f362a https //www make com/en/integrations/planday community help us improve this documentation have experience with planday? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=planday\&app slug=planday community\&app unique id=planday de4r3c sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone