Connect Claude & ChatGPT to Planday

62 tools for Planday

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• approve_shiftVisible to othersApprove a worked shift by ID so its hours are ready for payroll.
• assign_shift_employeeChanges dataAssign an employee to a shift (for example to fill an open shift), given shift ID and employee ID. Leave employee ID empty to unassign.
• create_customfield_valueChanges dataCreate a new value for a customfield. API summary: POST Create an attachment value for a custom property.
• create_departmentChanges dataCreate a new department. Required: name. API summary: POST Create department.
• create_employeeChanges dataCreate an employee with first_name, last_name, user_name (their email) and department IDs; optionally employee groups, employee type, job title, phone and address. No invitation is sent until invite_employee is used.
• create_employee_postChanges dataCreate a new employee. Required: name. Search employees first to avoid duplicates. API summary: POST Create employee group.
• create_positionChanges dataCreate a position with name, department ID and employee group ID, and whether it affects revenue.
• create_shiftChanges dataCreate a shift with date, start and end time, department ID and employee group ID; optionally assign an employee, position or shift type. Leave employee_id empty to create an open shift; is_draft keeps it unpublished.
• create_shifttypeChanges dataCreate a new shifttype. Required: name, color or salary code. API summary: POST Create shift type.
• create_skillChanges dataCreate a new skill. API summary: POST Create skill.
• deactivate_employeeChanges dataDeactivate an employee (end their employment) from a date, or today if no date is given; keep_shifts decides whether future shifts stay assigned. The employee loses access to Planday.
• delete_customfield_valuesMoves moneyPermanently delete a value by custom property name. Financial or irreversible action; may require approval. API summary: DELETE Delete the attachment value of a custom property.
• delete_departmentDeletesPermanently delete a department by department id. Destructive action; may require approval. API summary: DELETE Department.
• delete_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: DELETE Employee group.
• delete_positionDeletesPermanently delete a position by position id. Destructive action; may require approval. API summary: DELETE position.
• delete_sectionDeletesPermanently delete a section by section id. Destructive action; may require approval. API summary: DELETE Section.
• delete_shiftDeletesDelete a shift by ID. Assigned employees lose the shift from their schedule.
• delete_skillsMoves moneyPermanently delete a skill. Financial or irreversible action; may require approval. API summary: DELETE Delete skill.
• get_departmentGet one department by department id. API summary: GET Department by id.
• get_employeeGet one employee by ID with contact details, departments, employee groups, job title and employee type.
• get_employee_change_history_by_employee_idList employees for a employee. Optional filters: start date time or end date time. Results are paginated. API summary: GET Employee change history by employee ID.
• get_employee_group_by_idGet one employee by employee id. API summary: GET Employee group by id.
• get_list_of_skillsList skills. API summary: GET List of skills.
• get_positionGet one position by position id. API summary: GET position by id.
• get_shiftGet one shift by ID with date, times, employee, department, position and status.
• get_shift_historyGet the change history of one shift by ID: who changed what and when.
• get_shift_time_and_costGet total scheduled hours and wage cost of shifts for a department in a date range (from, to).
• invite_employeeVisible to othersEmail an employee an invitation to log in to Planday.
• list_countriesList countries. API summary: GET List of countries.
• list_customfield_valuesList values for a customfield. API summary: GET The attachment value of a custom field (image).
• list_deletedsList deleteds. Optional filters: deleted from, deleted to, department id, employee group id, shift type id or position id. Results are paginated. API summary: GET Deleted shifts.
• list_department_employeesList the employees in one department by department ID.
• list_departmentsList departments with their IDs and numbers. Results are paginated.
• list_employee_group_membersList the employees in one employee group by group ID.
• list_employee_groupsList employee groups (for example Kitchen or Bar) with their IDs, used when creating shifts and employees. Results are paginated.
• list_employee_typesList employee types (for example full-time or hourly) with their IDs.
• list_employeesList active employees, optionally searching by name, email, phone or salary identifier (search_query) or by created/modified date. Results are paginated.
• list_fielddefinitionsList fielddefinitions. Optional filters: type. API summary: GET Employee field definition.
• list_positionsList positions (roles such as Bartender or Chef) with their department and employee group IDs. Useful for finding the IDs needed to create shifts.
• list_schedule_daysList schedule days (day notes and visibility) for a department in a date range (from, to).
• list_sectionsList schedule sections, optionally for one department.
• list_shift_statusesList the shift statuses available in Planday (used to filter list_shifts).
• list_shift_typesList shift types (for example Normal, Sick, Holiday) with colour and salary code.
• list_shiftsList shifts for a date range (from, to), optionally filtered by department, employee, employee group, position, shift type or status. Results are paginated.
• list_skillsList skills. Optional filters: department id or employee group id. Results are paginated. API summary: GET Skills.
• list_supervisorsList supervisors. Results are paginated. API summary: GET Supervisors.
• list_terminationtypesList terminationtypes. API summary: GET List of termination types.
• publish_draft_shiftsVisible to othersPublish draft shifts in a department so employees can see them and are notified. Optionally limit to specific shift IDs.
• reactivate_employeeChanges dataReactivate a deactivated employee, optionally into given departments.
• search_employeesSearch employees by created from, created to, modified from, modified to, deactivated from or deactivated to. Use this to find existing employees before creating a new employee. Results are paginated. API summary: GET List of deactivated employees.
• update_customfield_valuesVisible to othersUpdate an existing value identified by custom property name. Has effects visible outside this system. API summary: PUT Update the attachment value for a custom property.
• update_departmentChanges dataUpdate an existing department identified by department id. API summary: PUT Update department.
• update_employeeChanges dataUpdate an employee by ID, such as name, email, phone, address, job title, departments or skills.
• update_employee_change_usernamesVisible to othersUpdate an existing change username identified by employee id. Has effects visible outside this system. API summary: PUT Change employee username.
• update_employee_putChanges dataUpdate an existing employee identified by employee id. API summary: PUT Update employee group.
• update_employee_reset_passwordsMoves moneyUpdate an existing reset password identified by employee id. Financial or irreversible action; may require approval. API summary: PUT Reset employee password.
• update_positionChanges dataUpdate a position by ID, such as its name, colour, section or validity dates.
• update_schedule_dayVisible to othersSet the title, description and visibility of a schedule day for a department. Visible day notes are shown to employees.
• update_sectionChanges dataUpdate an existing section identified by department id. API summary: POST Create section.
• update_shiftChanges dataChange an existing shift by ID, such as date, times, employee, position or shift type. Date, employee group ID, use_breaks and allow_conflicts must be sent.
• update_shifttypeChanges dataUpdate an existing shifttype identified by shifttype id. API summary: PUT Update shift type.
• update_skillsVisible to othersUpdate an existing skill. Has effects visible outside this system. API summary: PUT Update skill.

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