Planday Platform

As our platform grew, so did our customers. we realized very quickly that they needed more control and customization across their system. I was tasked with two major features, importing users and syncing payroll across systems,

Our partnership with Xero was a huge win for our growing customers in the UK. Xero is a major up and coming player with a powerful platform that allowed almost unlimited customization. Our first version of import simply threw all the users from one system into the other, resulting in duplicates, missing fields, and errors. We needed a solution that was intuitive to use but powerful enough to allow mangers to match up any duplicate users created in either system, while keeping all information synced. It took about 4 rounds of usability tests over 3 weeks, as our knowledge of the systems also grew, but we managed to find a solution that decreased duplicates and errors exponentially. Completion rates of the set up also jumped from 40% with external support to 90% without support.

After several internal interview with our activation consultants, as well as with potential customers using various payroll systems, we created a simple payroll syncing feature. Every month, the payroll manager can simply choose which calendar in their external system they’d like to sync. Most businesses ran about two payrolls, one for their full time or regular employees and another for temporary and seasonal staff. Once synced, all shift types and hours were synced to your payroll system. No more importing excel files or even worse, manually entering data. A full breakdown by day was also included for schedule managers to double check times and breaks.