Welcome to Shiftbase. In this quick start guide we’ll explain how you can add employees and shifts so you can quickly start making a roster.
Step 1: Adding employees.
On the blue task bar select the tab Employees.
Here you’ll fin a green button Add Employee. When you press this button
a pop-up will appear to add employees.
The only details you need to add an employee is a team, a first name and a last name. When you press save the employee is added and you immediately start scheduling this employee.
Step 2: Manage shifts.
On the blue bar select the tab Schedule.
Via the black button Shifts/Teams you can easily add existing shifts you use in the company.
Via the green plus button you can add a new shift. You supply a name, short name, start and end time for the shift and press save. If desired you can also supply a description and (unpaid) break time. When you have created the desired amount of shift you can start scheduling your employees.
Step 3: Schedule shifts.
The in step 2 defined shifts are now available to add to your employees via drag and drop. You can schedule multiple shifts per day to an employee.
You can also add a shift by clicking the plus icon on the schedule for the employee and day you want and then fill out the pop-out menu.
Step 4: Inviting employees.
To invite your employees to use Shiftbase you’ll need to supply a valid e-mail address.
On the Employees tab select the employee you want to invite. If you navigate to the sub-tab Edit where you can supply the e-mail address. When the address is valid the option to Send new login credentials appears. When you press the save button on the bottom of the screen the employee will receive an e-mail to create a password. After creating the password the employee can log into the system.
The dekstop and mobile app version use the same login details.
Step 5: Mobile app.
We also have a mobile app so employees can always view their schedule, fill out an absence request and see their registered worked hours.