Planbase

Getting started with integrations

Inviting users to Planbase and logging in

How to log into Planbase

Timezones in Planbase

How to set up people, roles, teams, licenses and skills in Planbase

Getting started with Team Management in Planbase

Permission levels in Planbase

Connecting Planbase and Slack

Setting up the ADP integration and understanding how it works

ADP Workforce Now Integration

Control access to Planbase by assigning permissions to user profiles.

Permissions

How to export timesheets to ADP for payroll

Exporting Time-Off to ADP

Set up rules and policies for time off, time & attendance and scheduling

Configuring Rules & Policies

How to log into the Planbase staging site and what to know before using it.

Accessing the staging environment

Joe Shearman

Jack Light

Sign-in, profile changes, account settings & more 

Account Management

Find answers and get help from Intercom Support and Community Experts

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