Account setup (Premium)

An overview of the steps to help set up an account

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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 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 > Locations.

Step 2: Adding teams and shifts

Once the locations and departments are added you can divide these departments unto 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: Schedule > Shifts/Teams.
How to add and edit teams can be found here.

Step 3: Schedule and timesheet settings

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

Here are a few examples of the schedule settings:

Here are a few examples of the timesheet settings:

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 accrual and taking of leave. You can also choose to add plus-minus hours or to add a standard surcharge card.
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 rights groups can be found under: Settings > Permissions.

  • Employee

  • Planner

  • Manager

  • Administrator

The permissions are pre-defined. For example, the one who makes the planning, can be given the planning "rights". It will not do any harm to walk through the different permission groups and settings.

 

Step 6: Adding an employee

Employees can be added in the Employees tab. Click on + Add employee to add a new employee.
When you use the checkbox All user information you can add all the employee details and contract.




:warning: Note: When creating a new employee, it is mandatory to fill in a first and a last name.
Don't forget to add an e-mail adress if the user needs access to the dashboard. Add the contract type and if there are any fixed hours, indicate those per day.

Next it's possible to create schedules and adding timesheets. Please contact us for questions for help setting up the account.

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