You can send new hires from Pinpoint to Planday, which creates their Planday employee record from their application and offer details and can email them an invitation to their Planday account.
You can send a candidate from their application or from their Onboarding profile. The Send to Planday form is filled in from your data mapping, so you review it, fill any gaps, and submit.
ℹ️ Note
Pinpoint connects to Planday through Kombo, an integration partner that links the systems securely. You don't need to do anything extra, we're just letting you know!
✅ Permissions
You need the Export applications to external HRIS permission to send candidates and view exported data (including sensitive data).
🔒 Availability
This integration is switched on by Pinpoint. To get started, reach out to your Customer Success Manager (CSM).
Configuring the integration
To configure the integration:
Ask your CSM to enable the Planday integration.
You'll receive a connect link from Kombo when this is done.Click the link in the Kombo email.
Click Sign in with Planday.
Enter your Planday URL.
Click Continue to log in.
Log in with your Planday administrator account.
Approve integration access.
✅ Tip
Ask your CSM for help with data mapping and list syncing. Together, you'll decide where each Planday field gets its value in Pinpoint, including the order they appear in on the form and the names they use.
Sending a candidate to Planday
Manually
To send a candidate to Planday:
Go to the candidate's application/Onboarding profile.
Open the three-dot menu (⋯).
Select Send to Planday.
This will open a pre-filled form.
Check the mapped data.
Fill in any fields that are missing.
Set Invite employee after creation to Yes to email the employee an invitation to their Planday account.
Click Submit.
ℹ️ Note
Each candidate is sent to Planday once. If you try to send a candidate who has already been exported, Pinpoint shows when they were sent and the form doesn't open, so you can't create a duplicate employee by mistake.
Automatically
We recommend sending new hires manually for a few weeks to refine your process before moving to the automatic method.
To add the stage action:
Open the job.
Click Edit.
Select Edit Stages.
Edit the stage you want to use.
Click Add stage action.
Choose Send to Planday.
ℹ️ Note
Pinpoint configures the Planday stage action for you during setup. If you don't see Send to Planday when you add a stage action, reach out to your CSM.
Possible outcomes
You'll see one of three possible outcomes:
Full success - "Employee has been successfully sent to Planday." The employee is created in Planday. If you asked for an invitation, the message adds "Invitation email has been sent."
Partial success - "Employee has been successfully sent to Planday. Invitation email failed." The employee is in Planday, but the invitation didn't go out. Send the invitation from the employee's profile in Planday.
Failure - "Submission failed." The employee wasn't created. The message shows what Planday needs you to fix, so you can correct the form and submit again.
Mapping data relationships
The form is built from your own Planday account each time it opens, so it matches how your Planday is set up, including any custom fields you've added.
Each field gets its value from the data mapping done during setup, from a dropdown of values in your Planday account, or from what the recruiter types in.
You can change the mapping at any time by contacting your CSM. The form can be set up to show just the fields you use, in the order and with the names that match how your team works.
Sending and receiving data
Data sent to Planday
When sending data from Pinpoint to Playday, these fields are required:
First name
Last name
User name (email used to sign in)
Department (at least one)
Your Planday account may require more fields, and the form marks those as required.
Data read by Pinpoint
The dropdowns on the form show the live values from your Planday account, such as departments and employee groups. A value you've just added in Planday shows up the next time you open the form.
These lists can also be synced into Pinpoint on a schedule (hourly, daily, weekly, or a custom schedule), so your Pinpoint setup matches Planday without retyping.
A Planday list can be synced to any of the following:
organization structure (Departments, Locations, Divisions, or Custom Group)
options from a custom field dropdown
options from an application question
options from an Onboarding question
Filters can limit a sync to some items only. Synced dropdown options can be kept fully in step, so an option removed in Planday is removed in Pinpoint too.
Troubleshooting
I'm getting an "No Integration key found" error.
This message appears when the Send to Planday form opens before Pinpoint has finished linking your Planday connection.
Contact your CSM to finish the setup.
I'm getting an "A user with username already exists" error.
The person already has a Planday account with that email address. Check Planday and reactivate the existing profile, or enter a different user name on the form.
The Departments dropdown on the form is empty.
Check if the departments exist in your Planday account, then close and reopen the form.
If the dropdown is still empty, your Planday connection may need reconnecting. Contact your CSM to get this fixed.
I'm getting an "Invitation email failed" error.
The employee was created in Planday, but the invitation wasn't sent. Send the invitation from the employee's profile in Planday.
A date is getting rejected.
Enter it in a YYYY-MM-DD format, for example 2026-11-30.
Frequently Asked Questions
What is Kombo, and do we need a contract with them?
Kombo is the integration partner Pinpoint uses to connect to Planday. Pinpoint looks after the Kombo side, so you don't need your own Kombo account or contract.
You only sign in to Planday through Kombo once, when you connect your Planday account.
Do I need to give Pinpoint my Planday password or API key?
No. You log in to Planday yourself, and no passwords or keys are shared with Pinpoint.
Can I send a candidate to Planday from Onboarding?
Yes. You can send candidates from their Onboarding profile.
Will the new employee get an email from Planday?
Only if you check Yes under Invite Employee after creation. Planday then emails them an invitation to set up their Planday login.
Can I send documents along with the candidate details?
No. Documents aren't sent to Planday as part of the integration, so upload contracts and other files to the employee's profile in Planday.
Are changes made to an employee in Planday sent back to Pinpoint?
No. Any changes made to an employee in Planday after the export stay in Planday.