To quickly and easily invite employees into Runwell, you can manually export their contact info from Planday. Follow this step-by-step guide:
1. Log in to Planday
A manager with full access logs in to Planday.
2. Go to “Employees” and select “Tools”
Click on Employees in the top menu, then select Tools in the top right corner. From the dropdown menu, choose Export data.
3. Create a report under “Employee basic data”
Under the section Employee basic data, click on Create report.
4. Choose which fields to export
Only select the following fields:
First name
Last name
Email
Job title
5. Log in to Runwell and import the data
Log in to Runwell.
Click the plus button in the top right corner.
Select Add new employee, then choose Add multiple employees.
Download the provided template.
6. Copy data from Planday to the Runwell template
Open the file downloaded from Planday.
Copy first name, last name, email, and job title into the Runwell template.
Note! Make sure job titles match exactly with the ones already created in Runwell.
7. Save and upload the CSV file
Save the file as a .CSV.
Upload it back into Runwell.
…And just like that – your employees are invited to Runwell!