Planday connector

Use your Planday data for reporting, automation and AI.

Data Panda brings your Planday rota, time-clock and leave data together with the rest of your business. From one place we turn it into dashboards, automations, AI workflows and custom apps your operations, finance and people teams use every day.

Data Panda Reporting Automation AI Apps
Planday logo
About Planday

The shift-scheduling system behind hourly teams in hospitality, retail and care.

Planday is a workforce-management platform for hourly shift teams, today part of the Xero group. Customers run hospitality groups, retail chains, healthcare and care providers, fitness operators and entertainment venues, with localised support across the UK, the Nordics, Germany, France, Italy, Spain and the rest of Europe.

For ops, finance and people leaders, Planday is the system of record for everything that happens around a shift: rotas per site and department, employee profiles and contracts, clock-ins and clock-outs from the mobile app, leave requests and balances, shift swaps, scheduled versus actual hours, overtime and the labour-cost lines that follow from them. The built-in reports answer the day-to-day. The harder questions, like how labour cost percentage moved against revenue per site this month, where forecast accuracy on covers versus shifts is leaking margin, or which managers consistently publish rotas late, sit across Planday, the POS and the accounting ledger. Pulling Planday into a warehouse is how those answers stop being a Monday-morning Excel.

What your Planday data is for

What you get once Planday is connected.

Workforce reporting

Labour cost, overtime, no-shows and forecast accuracy joined to revenue per site and per day-part.

  • Labour cost percentage per site, day-part and shift type
  • Overtime and unsocial-hours premium per team and manager
  • Forecast versus actual hours, by week and site

Process automation

Turn shift, clock and leave events into the right downstream work, instead of a manager email.

  • Post Planday hours to the payroll provider on cycle close
  • Trigger a shift-fill request when an employee calls in absent
  • Flag rotas published less than seven days before the week starts

AI workflows

Use shift, leave and revenue history to forecast demand and tighten the rota.

  • Forecast covers or transactions per site, day and hour-block
  • Score no-show risk per employee on shift, day and notice given
  • Suggest shift swaps that respect contract hours and skill tags

Custom apps on your data

Small ops, finance and people tools that sit on Planday data instead of another spreadsheet.

  • Labour-cost cockpit with revenue, hours and forecast side by side
  • Open-shift board across sites with skill and contract filters
  • Manager scorecard on rota lead time, overtime and no-show rate
Use cases

Use cases we deliver with Planday data.

A list of concrete reports, automations and AI features we have built on Planday data. Pick the one that matches your situation.

Labour cost percentageLabour cost as a share of revenue per site, day-part and shift type.
Overtime trackingOvertime hours and premium pay per team, manager and pay period.
Forecast versus actualScheduled hours against worked hours, plotted against revenue.
No-show rateSick calls and no-shows per site, day-of-week and notice given.
Rota publish lead timeDays between publishing a rota and the start of the week it covers.
Shift-fill speedTime from open shift posted to a confirmed cover, per site.
Contract hours coverageScheduled hours against contracted hours per employee and pay period.
Leave concentrationApproved leave by week and team, mapped onto demand forecast.
Manager rota qualityLead time, edits after publish and overtime split per manager.
Sales per labour hourPOS revenue per worked hour, per site and day-part.
Multi-site viewGroup KPIs with per-site drill-down in one report.
Pay-period auditHours sent to payroll matched to clock-ins and approvals.
Real business questions

Answers you will finally get.

What is our labour cost percentage doing per site this month?

Worked hours from Planday valued at the right contract rate, divided by POS revenue per site and day-part. Site managers see which day-parts blow past target labour percentage early in the week, instead of finding out from a finance email after the close.

How accurate is our shift forecast against the covers we ran?

Scheduled hours per site, day and hour-block compared to revenue or covers from the POS, with the bias broken out per manager. The pattern of consistently overstaffing the slow Tuesdays and understaffing Saturday lunch becomes visible before the next quarter's labour budget conversation, not after.

Which managers are publishing the rota too late?

Lead time between rota publication and the week it covers, per manager and per site, with edits made after publish counted separately. Operations sees which sites consistently publish under the seven-day mark and what it costs in last-minute swaps, overtime and no-shows.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Labour cost broken out per site, contract type and day-part, reconciled with payroll and POS revenue. Overtime and unsocial-hours premium are visible during the period, not in a payroll surprise the week after.

For sales leaders

Sales per labour hour next to the rota that produced them, per site and day-part. Commercial leads see which sites convert footfall to revenue with the same labour budget and which ones leave money on the table at the same headcount.

For operations

Forecast versus actual hours, no-show rate and rota publish lead time per site on one dashboard. The Monday call is about which managers need help next week, not about whose export is right.

Ideas

What you can automate with Planday.

Pair with Xero

Send Planday hours into Xero payroll on cycle close

Approved hours, overtime and unsocial-hours premium from Planday land in Xero as the right pay items per employee and per pay period, split per site and cost centre. Payroll runs on the data the rota produced, not on a manual reclass the day before submission, and the labour-cost number on the management report matches what hits the bank.

Pair with Mews

Line up Planday shifts with Mews covers and rooms sold

Planday shifts and worked hours per site and day-part are joined to the rooms sold, F&B covers and arrival pattern Mews already records. Hotel ops sees labour cost percentage per outlet against actual demand, and revenue managers see whether the rota for next week is sized for the pickup curve they are looking at.

Pair with Apicbase

Match Planday kitchen hours to Apicbase recipe and food cost

Worked kitchen hours from Planday per site and day-part are joined to the assortment Apicbase has live and the theoretical food cost behind it. F&B leaders see whether the labour behind a menu carries the margin the menu engineering promised, and the closing weeks where labour creeps over plan stop hiding behind a healthy theoretical food cost.

Pair with Slack

Push open shifts and rota changes into the right Slack channel

New open shifts, last-minute swaps and approved leave from Planday drop into the matching site or department channel in Slack, with the relevant manager pinged on changes that affect tomorrow. Site leads stop chasing covers in a separate WhatsApp thread, and the audit trail of who picked up which shift sits next to the rota that produced it.

Data model

Tables we make available.

These are the 3 tables we currently pull from Planday into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Employees
  • Shifts
  • Shifttypes

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Planday data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Planday to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Planday connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

We run several sites on Planday. How are they consolidated?

Each Planday department and site lands in the warehouse with its own identifier, contract setup and pay rules preserved. Group reporting joins them on shift date, role and cost centre, so labour cost percentage, overtime and forecast accuracy at group level become a single query rather than a stitch of per-site exports.

How does this fit with our payroll provider?

Planday already pushes approved hours into payroll providers like Xero. The warehouse copy is the audit and reporting layer alongside that: hours by employee and pay item are visible per site and per period, so the labour-cost number on the management report ties back line by line to what payroll ran. The handoff stays in Planday; the reporting moves up a level.

Can we put labour next to revenue from our POS?

Yes. The connector exposes shifts, worked hours and labour cost as warehouse tables that join cleanly to whichever POS your sites run, on date, site and hour-block. Sales per labour hour and labour cost percentage stop being two separate spreadsheets and become a single dashboard the operations and finance teams look at together.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Planday setup and the systems around it. Together we pick the first thing worth building.