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Xero Business Community

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Community > App Reviews >

Planday

Started by Xero API -   in App Reviews |Payroll + HR

5 out of 5 stars
 
Based on 1 user rating
If you are a user of Xero and Planday, tell us how you are getting on and your experience so far. Any tips?

About Planday


We're really into helping you scheduling, communicating, time tracking and managing your staff. Connect with Xero and prepare payroll in minutes! For more information, check out Planday.

Tip

Remember if you have questions or need assistance with Planday, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Planday support centre or email support@planday.com.

We've been using the Xero and Planday integration for over a year now and it has really improved our payroll process. Previously department heads would spend a couple of hours each at month end processing time clock entries and filling in spreadsheets before numerous checks and queries from the finance team. A very manual, time intensive and mistake prone process. Now managers spend a minute or so to easily approve the time clock entries each day or week depending on the size of their team and these flow into Xero as soon as payroll is ready to be processed.

The actual integration process is smooth to setup and the initial mapping of data is pretty easy but Planday support are always on hand when you run into something you're unsure of. There are numerous ways to take care of holiday so make sure you're clear on how you will do it and which system you will use. Another tip is to remember that xero is the master information in regards to pay rate, it doesn't matter what the pay rate is in planday, xero will override that.

Our main driver for this integration was to reduce errors and save time but another benefit we found was it reduced the number of payroll related queries from team too. They can see in their planday app at any time how many hours have been approved for the month alongside their timeclock entries so it's clear to them what they have been, or will be paid (they don't forget about that day they were sick or that time they finished early!).

 

Liam Hope