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 […]

Add Employee Contact Info

This entry is part 8 of 16 in the series Getting Started

Next, you will enter in the basic contact information for each of your employees. Important: If you wish to WAIT until you have your system setup before employees begin signing in for the first time, you may wish to withhold the email address on this screen. Name and phone number input alone will not activate the employee, but it […]

Adding Employees to Position

This entry is part 11 of 16 in the series Getting Started

Next, you will click on each position, and then select which employees (from the whole list) are able to work that position. 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 […]

Basic Store Information

This entry is part 7 of 16 in the series Getting Started

The Setup Wizard To begin the process of putting in the vast majority of the information you need, we are going to use the on-boarding wizard.  This occurs right after you empty the Sandbox, which clears out all of the demo data and makes a clean slate for you to begin entering your store information. […]

Create a Store Account

This entry is part 5 of 16 in the series Getting Started

To begin your free trial, you will first need to create an account with Shift Agent for your store.  The manager who creates the store will be considered an Administrator within the system, and should be someone who has authority in your store to make schedules. Welcome Screen: The first screen that you see will […]

Departments

This entry is part 9 of 16 in the series Getting Started

Next, you choose the setup of your store in terms of departments. Shift Agent uses the term “departments” to categorize your workforce into MAJOR categories.  If you only have one department, it is called “Uncategorized” by default.  Next, your positions will be created under departments. You cannot assign a person to a department directly.  You […]

Employee Introduction

This entry is part 15 of 16 in the series Getting Started

Simple Introduction Shift Agent makes it easy for all employees to activate and to login for the first time. We take the hassle out of you having to explain everything to your team.  After they walk through the basics, they are immediately brought to the homepage on a mobile device or on a computer.  On […]

Getting Started

This entry is part 2 of 16 in the series Getting Started

We have a set of resources here to assist you in getting your company setup on Shift Agent step-by-step.   Once you get through the initial setup, building schedules becomes straight-forward. Quick Thoughts: Two to six (2-6) hours of time may be needed, depending on the number of employees you are entering into the system. You can try to get this […]

Our Scheduling Philosophy

This entry is part 1 of 16 in the series Getting Started

Our Philosophy: We believe in building a culture of hospitality through better scheduling.  Your time is valuable, and we want to multiply your effectiveness by giving you the tools you need to schedule your store with excellence.  Shift Agent is designed to foster personal responsibility among your employees as we provide powerful flexibility. Main Website:  Shift Agent […]

SMS Alerts for Managers

Admin’s and managers can choose whether or not to receive text message alerts when their are requests that need your attention. Managers can also set preferences for receiving emails by electing to receive the Daily Digest. By default, you do NOT receive these SMS alerts, but you can check a setting to receive alerts about […]

Store Blueprint

This entry is part 3 of 16 in the series Getting Started

Design Your Store, then Make Schedules Shift Agent has a powerful set of tools that are based on the way you design your store’s operational blueprint.  You have the opportunity to make the app represent your store in a few key areas that will allow you (and those to whom you delegate) to be able to […]

The Sandbox – Demo Mode

This entry is part 6 of 16 in the series Getting Started

When you first signup for your store’s account in Shift Agent, you will find yourself in The Sandbox.  It’s a term we use to describe the training environment where you can play around with the features and take a tour of the app. Before you setup your store Before you actually setup your store and […]

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 […]

Your Company Account

Your account with Shift Agent is managed from your Company profile. Initial Setup When you setup your account the first time, you selected a plan to get started.  Shift Agent actually monitors the number of active employees on your roster to determine the plan that you are on. How Shift Invoices Your Store Shift Agent invoices […]