We're a large (25+ personal) dental clinic placed in the center of Copenhagen, Denmark. We strive to work as productive and efficient as possible, with quality and costumer service as our key words. As a manager I used to spend several hours a week, both at work and outside work, doing schedules using exel, to make sure every shift was covered. Usually I would spend my Easter puzzling the schedule for the upcoming summer holiday, ringing and texting assistants to sort out who I could fit in where there was a gap. Those days are over, and even though we've used Planday for more than a year now, both my assistants, my boss and I'm still pleasantly surprised by how easy Planday is to use. I would recommend Planday to any business with hourly scheduled staff. Planday is like when I got my first iPhone!
I must admit I was a little suspicious at first, starting something new, but that changed quickly. The introduction we got, the service and help was (is!) worth 5 stars. Planday is very easy to use, very userfriendly. The ability to customize everything is great. Easy to navigate around.
I've been thinking about this for a long time now and I simply can't find any cons.
It is very much appreciated that you took the time to write us such a great feedback. We are happy that you are satisfied with the system and the help that you have received during your introduction and in the time after.
My office uses a practice management system with next to zero HR functions, a terrible time clock, and no integration with platforms from other vendors. We were looking for a platform that would allow employees to see their schedules, request vacations, switch shifts, etc. we also wanted a time clock that integrated with quickbooks. PlanDay lets us do all of this quickly and easily. We have been able to literally cut our time spent on payroll by over 50%, and reduce scheduling time by at least 1/3. The other features have also helped us streamline, organize, and centralize our HR activities while “going paperless.” The app is user friendly and our employees love using it, we’ve even noticed a recognizable boost in employee morale since starting PlanDay
Great sales, customer service, training, and tech personnel! Everyone is extremely helpful, knowledgeable, awesome at responding very quickly with easy to understand, concise yet complete answers. No pushy attempts to up sell, wanted to give me only the functionality I actually needed. Looked at several different platforms, PlanDay was by far the most user-friendly and visually appealing. Time clock feature syncs super easily and accurately with QuickBooks for Payroll, and employees love being able to clock in on their smartphones. LOVE the reporting feature that tracks attendance tardiness and other metrics for direct input into performance reviews. App is fantastic and employees love it. Provides pretty much all the functionality we need to go paperless with most of our HR functions - scheduling, shift changes/time off requests, payroll (via quickbooks sync), keeping track of benefits, personnel files, etc.! Has saved us significant time and money spent on HR!
I do wish there were some additional things I could do and more parameters/constraints I could add within the scheduling function to make things quicker and catch certain potential errors. For example, I’d love to be able to put in certain legal requirements/constraints and have the scheduler not allow me to break them (e.g. lunch for each employee must be no later than 5.5 hrs after shift start). Not really a huge deal, would just be a convenient accuracy check for me. Also wish I could send invites and more things via SMS for those without smartphones without employee needing to be charged.
Likelihood to recommend: 9/10
I used the software more or less successfully for one year but then realized that not all of my employees were able to manage with it. Unfortunately, I was not able to get everyone on board with using it properly. Also, it wasn't really set up to handle the type of work (tours) I was offering to my employees. It would be much better for strictly shift work where each shift was stand alone. My tours can be multi day which didn't connect too well together.
Ease of use, employee set up, interactive communication with employees, visual information that is calendar based, employees can be divided into groups by job skills so that shifts can be offered to the people with the correct skills for the job.
A year long contract that you are locked into with no warning that it is up for renewal. Some forms of communication (but not all) with employees is cumbersome and makes more work for the administrators.
Likelihood to recommend: 3/10
PlanDay was the best decision we made this year. Easy, fast and user friendly for both management and employees!
We'd been looking for an online scheduling tool for the last few years, but all of them provided only information from the employee's point of view. PlanDay was the first (only?) to provide the ability for us to toggle back and forth from the employee view to the management, or "position view". Moreover, the customer service is beyond compare. What an incredible tool PlanDay has been for us!
We have 2 requests: 1) We would love to have the capacity to block employees in advance from being scheduled on future shifts. For example, if an employee wants to attend their family reunion in October, we'd love to have the capacity to block those shifts NOW to prevent them from being accidentally scheduled in October. While the employee has this capacity, we would prefer to have it as well. 2) Similarly, since students comprise at least 50% of our staff, we would love, as managers of PlanDay, for US to have the capacity to block out certain portions of certain days for our staff who are students taking classes in school. Again, this would prohibit them from being accidentally scheduled while they're in class. Again, while employees have this capacity, we would prefer to have it as well.
Thanks for your review! Always wonderful to hear from our happy customers.
Regarding your requests, there is actually a way to do this within the system. Your Activation Consultant will be reaching out to you shortly to help you set this up.
Also, have you heard about our Ambassador Program, where you can earn money for recommending Planday? You can learn more about the program here: http://planday.com/ambassador
Likelihood to recommend: 10/10
The App makes it very easy to keep scheduling organized. Very user friendly. After a short period of time getting used to Planday you will feel very comfortable. Customization for every aspect of the App makes it very easy to use the things you want and filter out the things you don't need. Allows for easy communication access between all users, from staff to management.
There are no major issues with Planday. One thing that would make it easier for the staff, is plugging in their availability over the course of time versus having to select each day off for the remainder of the calendar. For example: If you want to request availability for being off every Tuesday from 12-5 for the next two months you have to manually enter each Tuesday's availability. Instead of being able to select the date range one time.
Thanks for your review of Planday! We're happy to hear that you're enjoying the app. Thank you also for your suggestion about a recurring availability feature - I've passed this on to our Development team.
Likelihood to recommend: 10/10
30-day free trial, no credit card required
Clock-in add-on: $1/user/month
Planday is a cloud-based workforce scheduling solution covering processes that include employee scheduling, shift swapping, time tracking, absence and leave management, and payroll automation. It allows organizations to limit the resources allocated to schedule management through up-to-date employee, team, and company schedules that are accessible to everyone on the staff.
Timesheets are automatically created based on employee log times, and various reports can be generated in just a few clicks. In case you need to synchronize documents and records from external sources, Planday also functions as a searchable archive for your employee pay slips and other data. It serves as a portal where employees can easily update their information, sign digital contracts using e-signatures, and file leave and time-off requests, among other things.
Planday is also available as a mobile app for iPhones and Android devices.
Effective workforce scheduling has a direct impact on operational success. It ensures all shifts are covered, and employee requests for time off, including those that have been submitted at the last minute, are accounted for. With traditional scheduling methods, you take requests via phone, email, text messaging, Post-it notes left on your workstation while you were away, and so on. Factor in human error, and it’s no wonder that the process can take hours to accomplish.
An app for businesses of any size, Planday helps you efficiently manage employee schedules, communicate shift changes, track employee log times, automate timesheets, and streamline payroll procedures from one cloud-based platform that’s available anytime, anywhere. Approved shift swaps and schedule changes are communicated to concerned parties via email, SMS, or in-app notifications.
Role-based access credentials are provided to maintain data security and integrity, and alerts are automatically sent when shifts don’t conform to compliance rules, such as when an employee who’s supposed to be on vacation punches in for work.
Planday lets workforce managers plan and publish daily, weekly, and monthly schedules based on up-to-date rotation data across departments. Employees are provided with their own login credentials so they can view their schedules anytime, on any device. Shift swaps can be requested in a few clicks, and employees are notified of other workers looking to swap shifts. Managers review and approve requests to take open shifts or swap shifts without chasing people via email or phone.
The app is also equipped with a digital time clock that employees can use when they arrive at the workplace. To ensure your employees are at work when punching in or out, the system can be set up to only allow logs via certain IP addresses. GPS-based logging can also be established to enable clock-ins/outs within a specific geographic zone. GPS logging is done via the mobile app. All logged times are automatically reflected in their timesheets.
Planday isn’t just a workforce scheduling software. It manages HR tasks as well, including absence and vacation management, knowledge and information sharing, and keeping employee records up-to-date. Pay slips and documents such as contracts and process guidelines are conveniently stored in the platform and can be retrieved on demand.
The availability of an employee self-service portal allows HR professionals to share these tasks with employees. This can involve anything from updating employee information to signing digital employee contracts, to electronically filing vacation and sick leave requests for faster processing and approval.
Planday gives you the ability to add hourly wages to your schedules. Defaults can be set for each employee or employee group. Custom hourly wages can also be defined for specific shift types. This way, you have an idea of your salary costs come payroll time.
Approved timesheets can be exported to your payroll system in different formats, such as Adobe PDF, CSV, or Microsoft Excel.
Planday’s reporting and analytics feature gives you insights into how your business is faring. It provides detailed statistics on the number of hours worked per employee, absences, budget forecasts, payroll costs, salary percentages, and turnover.
Among the report types you can generate are absence, salary, trade union compliance, monthly and weekly budgets, and revenue performance.
At the heart of every successful collaboration is effective communication. Planday offers a variety of ways for managers and employees to communicate – including group messaging, news feed, live bulletin boards, SMS, and in-app messaging.
To send a group message, click on the mail icon and select your recipients. You may select one or several employee groups, an entire department, or specific people from specific employee groups. The news feed is where you publish messages or notices that you’d like specific users to see as soon as they’re logged in to Planday. SMS alerts can automatically be sent from Planday, such as to remind certain individuals of their shift schedules.
Planday integrates with third-party business apps, such as Adobe Document Cloud and Microsoft Dynamics NAV.
Planday offers two pricing plans: Starter and Plus. Starter is priced at $2 per user per month and includes features such as scheduling, cost tracking, payroll export, Punch Clock time tracking, and free telephone support.
Plus costs $4 per user per month. It carries all Starter features plus HR management, revenue tracking, electronic signatures, and absence and vacation management. For organizations with 200+ users, special rates and plan customizations apply. These can be obtained from the Planday sales team.
A free 30-day trial is available, no credit card information required. SMS rates vary per carrier.