Account setup (Premium)

In this article you can find out how to set up your Premium account optimally.

 

Welcome at Shiftbase! Great that you started an account.
The question now is, where to start?

In this article you will find the basics to set up your Premium account.

Contents

Step 1: Creating locations and departments

Step 2: Adding teams and shifts

Step 3: Schedule and timesheet settings

Step 4: Contract types

Step 5: Setting up permissions

Step 6: Adding an employee

Step 1: Creating locations and departments

Depending on the size and structure of the company, locations and departments can be created.
An overview of the structure can be found here.

The management of this is found under: Settings > Organization.

Step 2: Adding teams and shifts

Once the locations and departments are added you can divide these departments into teams. This allows for more clarity in the schedule.

The first team is already added with every department by default. These are named after the department. Ofcourse you can edit these names.
Managing the teams can be done via: Settings > Organization or via Schedule > Shifts/Teams.

How to add and edit teams can be found here.

You can also create standard shifts using the method mentioned above. Here you can create all fixed shifts that exist in your company. These shifts are not only needed for the schedule. They are also needed when clocking in the working hours.

There is a standard day shift. You can also manage this via:
Schedule > Shifts/Teams

You can find the process of creating shifts here.

Step 3: Schedule and timesheet settings

It is now possible to create schedules and register worked hours.
You can set up the settings for the schedule and timesheets as required.

Here are a few examples of the schedule settings:

• Schedule compliance check
• Publishing the schedule automatically
• Setting up availability rules

Here are a few examples of the timesheet settings:

• Punch clock management
• Clock restrictions based on GPS or IP-address
• Custom fields

Feel free to contact us if you have any questions.

Step 4: Checking contract types

There are two default contract types:

• Zero hours

• Fixed hours

The contract types determine the option for plus-minus hours or to add a standard surcharge card and absence policy.
The settings can be found through Settings > Employees > Contract types.

Click here for more information about editing and adding contract types

Step 5: Setting up permissions

Default user group for new employees is Employee. By default there are four user groups that you can choose from. The permission groups can be found under: Settings > Security. By default, there are 4 permission groups:

• Employee

• Planner

• Manager

• Administrator

The permissions are pre-defined. Therefore, it is not necessary to define the permissions, but I do advise to check the different permissions and adjust them if necessary. A new group can be added as well.

For more information on permissions, click here.

For more information on applying permissions to employees, click here.

Step 6: Adding an employee

To add a new employee, go to the main menu (blue tab) and click on Employees. Click on the blue button + Add employee in the top right-hand corner and a modal will open where you can enter the employee's details.

More information on adding and changing employees.

It is also possible to import employee data via a CSV file. For more information on importing with a CSV file click here.

Next it's possible to create the schedules and add the timesheets. Please contact us if you have more questions about setting up the account.