Activation of Employees

When you create the new employee, either from the onboarding wizard or from the Add Employees button, there are fields to add their basic contact information. When you add their email address, the system will automatically send them an invitation to create a password and to login. During the activation process, each user creates a […]

Active vs. Inactive Employees

The list of active and inactive employees in Shift Agent is stored on the Employees page.  Shift Agent invoices your store based on the number of active employees you have on your roster at the time of the invoice.  Only ACTIVE employees are considered to be a part of your accounting process. Active employees are […]

Add Positions to an Employee

Adding positions to an employee is what allows you to have great flexibility when building a schedule.  Each employee can have any combination of positions. How to Add or Remove a Position to an Employee Navigate to the Employee Profile you want to change. Click on the Positions Tab. Click on the Position you want to […]

Adding Employees

There are two main ways to add employees to the system.  The main way to add them is by going to the Employees Menu Area, and clicking the + Add Employees button in the upper right. This will bring up a little window where you can add several employees at one time.  You will need […]

Allocation of Employee Hours

Shift Agent is built from the ground up to help you allocate hours to the each employee the way you want to. With the Allocation of Hours button in the footer on the Scheduling Page, we help you answer the question, “Is everyone getting their target hours?” The process of both Smart Scheduling and adding one […]

Assign Positions

Select the first position in the upper left corner, and then begin selecting employees by click on them one-by-one.  You will notice that a gray bar will appear on their employee card.  From here, you can carefully think through and select: Their skill level in this particular position.  Rate them from zero to three stars. […]

Base Rates and Exceptions (pay rates)

The Base Rate is the default pay rate for every employee in Shift Agent.  The base rate is used unless you provide an exception that would apply in a given situation. Exceptions are either: Training Rates:  Rates used when the Training flag is applied to a position for a specific employee.  When the training flag […]

Days Off per Employee

This entry is part 7 of 13 in the series Days Off

The Days Off area on an employee profile gives you lots of important information. How many total requests they have given you and their status The number of full days they have requested The number of partial days they have requested Ability to see Pending, Approved, Disapproved, and Expired requests.  See all the requests in detail. […]

Deactivated Employees

Deactivating an employee When you have employees who are no longer working for you, you should take a moment to make them inactive. Inactive is the status for an employee who is no longer on the roster, and no longer able to be scheduled. An employee quits Even if an employee decides to quit or […]

Edit Employee

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Employee Analytics – Shift Density

As you are building the schedule, you are able to glance at information about each employee with regards to Shift Density. Shift Density is simply the frequency that an employee works during a given time. To view the data while you are in Smart Scheduling, click the icon next to their name: View the number of […]

Employee Card (smart scheduling)

So you are loading a SERVER shift from 10:00am – 4:00pm from Smart Scheduling.  The top right of the view shows an employee card that displays lots of relevant information with respect to the shift you are filling. Current Hours = # of hours they have this week Target Hours = # of hours you want […]

Employee Desired Hours

Employees are able to use their availability update request to set a desired number of hours that they wish to work. Target Hours vs. Employee Desired Hours Employee Desired Hours is DIFFERENT from Target Hours. Shift Agent uses the Target hours set by the manager and ONLY VISIBLE to the manager to help you schedule the […]

Employee List for Managers (mobile)

From your mobile device, as a manager, you can access a list of your employees and see all of their profiles. Click the “menu” button in the bottom right corner, and then click the “Employee List” item.                       From the profile view, you can actually […]

Employee Profile (settings)

This entry is part 13 of 16 in the series Getting Started

Employee Profiles are one of the most important components to Shift Agent.  This is a control center for helping each employee have the correct schedule. Understanding Employee Activation Tabs of the Employee Profile Dashboard – See their upcoming schedule and days off and other information Information – View and edit contact information Pay Rates – […]

Employees List

Your Active and Inactive employee roster is found on the Employee page.  Each employee will have a profile in the app and it will be listed here.  To access the area where you handle employees, click on the Employees button in the main menu. The initial view after you click the employees button, shows you […]

Extended Time Off (days off vs. inactive)

This entry is part 10 of 13 in the series Days Off

When to use Days Off vs. Availability   Days Off is a function that is used primarily for time limited periods of time when the employee isn’t working. (vacation, out of town, emergency, family reunion, etc.) Availability settings also effect when a person is scheduled.  For example, you probably don’t want to make a habit […]

Pay Rates for Employees

Shift Agent allows you to set the Pay Rate for every employee to guide you with tracking your projected labor expenses.  Each position entry is tied to a pay rate. To set the pay rate for an employee Open an employee profile and click on the Pay Rates tab. Set the Base Rate pay rate, and then […]

Prioritize Target Hours above Overtime threshold

Summary:  You can adjust the Shift Agent scheduling filter to accommodate for your need to have certain employees work overtime with regularity.  (For example, you have an employee that you want to work 52 hours, even though your overtime threshold is 40 hours.) Monitor the allocation of hours to track your distribution to employees.  Access this feature […]

Setting Availability

This entry is part 1 of 11 in the series Availability

Each employee has availability settings for each day of the week.  This is their regular availability. Shift Agent uses the regular availability of employees in cooperation with their target hours to recommend employees for each shift you build on the schedule.  An availability set is a unit that includes the settings for all seven days of […]

Skill Levels and the Training Indicator

Shift Agent provides granular control of indicating what skill level each employee has for each position. Employee A can have three positions, and have different skill levels in each position.  Skill levels are rated from Zero to Three stars (0-3)  Three being the highest. Training:   In addition, Shift Agent provides a Training flag  that […]

Store News (Announcements)

(MGRS: Click here for how to create store news announcements.) Store News announcements are created by managers, and you may receive these from time to time.  It is their way of communicating important information to you.  You may receive messages via text message from your manager sometimes. When you first login to the app, if there […]

Target Hours

Target hours are one of the key settings that affect Shift Agent’s recommendations for when you are filling shifts.  This setting directly affects the distribution of hours to employees.  As you build the schedule, you will be able to visualize the allocation of hours to each of your employees. Target hours is a number of hours […]

User Levels

Shift Agent has three User Levels.  You can set the user level for each employee from their individual employee profile.  You can quickly see who has which user level by using the Permissions sort on the Employee List page. The three levels are: Employee Manager Admin  Feature Access for each User Level A MANAGER can […]