Sync your staff information between Planday and Nourish using this integration, reducing manual data entry and making it easier to keep your teams up to date.

The integration provides a one-way sync from Planday to Better Care, where Planday is the source of truth for staff information.

Key functionalities include:

● Creating new employees in Better Care when they are added in Planday

● Updating employee details when information changes in Planday

● Deactivating or archiving staff in Better Care when they are removed from a

linked Planday department

● Mapping Planday departments to Better Care services

● Filtering employees to be included in the sync

● Assigning an initial Better Care role from Planday**

● Receiving notifications when a staff member cannot be created or updated

The following information is synced from Planday to Nourish in real time:

● First and last name

● Email address

● Phone number

● Date of birth

● Service*

● Role**

Important:

*When a staff member is removed from a linked Planday department, the corresponding staff record is archived in the corresponding service in Better Care.
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** The role is assigned for new employees in Planday in order to sync them to Better Care. Any subsequent updates to the role should happen in Better Care.

Make sure you have:

● Administrator access to both your Planday and Better Care accounts

● Access to the Better Care services you want to connect

● A clear understanding of which Planday departments should map to each Better

Care service

● An agreed approach for which employee groups and employee types should be

included

● The appropriate Better Care roles available for the staff you want to sync

● We recommend reviewing your department structure, staff filters, and role setup

before initiating the integration.

● Go to settings > integrations

● Search for “Nourish” or go to the HR category

● Click “Set up” on the Nourish tile

● Click “Add service” and put the generated token into your Nourish extensions.

Please note that each token should only be used for one service.

● Once the tokens have been put into Nourish, they should show as “connected”

and display the name of the connected home.

● On the next screen, select which Planday departments (right side) should be

connected to each Nourish service (left side). Review these mappings carefully

as an employee membership to a department affects which Nourish services

they are included in.

● The next window shows the employees already available in Nourish. You can

match them to existing Planday employees or create new ones. Review the

different selections to ensure they match your expectations, as Planday

information will overwrite Nourish data going forward.

● Note that on matching these users you will need to ensure that the Planday user

gets assigned a valid set of departments which you mapped to your services.

● Select whether to sync all employees in mapped departments or apply filters to

exclude certain employee groups or types.

● Select the correct initial Nourish role for each employee.

● Review the mapping of Planday departments to Nourish services, the employees included, and the roles assigned. Click confirm setup when satisfied.

For any support or feedback regarding the integration contact: [email protected]