Planbase

Overview for employees getting started with Planbase, with links to detailed guides

🚀 Getting started with Planbase

Overview of the Employee Portal: your schedule, viewing other people's schedules, clock in/out, pending requests, and claiming open shifts.

Using the Employee Portal

How to manage your schedule within the employee portal

Managing Your Schedule: Time Off, Availability and Schedule Changes

How employees and contractors receive Planbase Pay through Dots, check their wallet, withdraw funds, and update a phone number

Getting paid with Planbase Pay

How to connect Planbase to your Google Calendar

🔗 Connecting Your Google Calendar

How employees submit time off requests in Slack or the Employee Portal

✈️ How to submit a time off request

How to mange your timesheets from within the Planbase web application

🕐 View, Submit and Edit Timesheets

How to request time off that requires makeup hours from the Employee Portal

How to request flex time hours

How employees can claim open shifts from the Employee Portal or Slack

👋 Claiming Open Shifts

How to clock in and out from the Employee Portal or Slack, and review timesheets

Tracking your time in Planbase

How to download and use the Planbase mobile app

📱Planbase Mobile App

How to check current and predicted time-off balances from the Employee Portal

Understanding time-off balances

This guide has moved. See Managing Your Schedule.

How to submit Availability

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Employee Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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