If you're new to ShyftForce, the path from signup to your team clocking in is shorter than you'd think. Here's the five-step playbook most managers follow on day one.
- 1
- Pick your industry. On signup we pre-fill the positions, default shift lengths, compliance rules, and even sample shifts for your industry — restaurants, retail, security, healthcare, and more. You can change anything later.
- 2
- Add your first location. Type the address and we draw a clock-in zone around it. People have to be inside it to punch in, so no one clocks in from home. Default size is 100 meters (about a city block) — adjust if your site is bigger.
- 3
- Invite your team. Three ways: one at a time, paste a list of emails, or upload a spreadsheet. They get an email link to set up their own password. See Inviting your team.
- 4
- Build this week's schedule. Either drag shifts onto the grid yourself, click Auto-Schedule and the AI drafts a week from your settings, or just open the assistant (⌘K) and type something like "need 2 cashiers Monday 9-5."
- 5
- Publish. Hit Publish week. Your team gets the schedule as a push notification, email, or SMS depending on what they've turned on.
💡 One thing most people skip
Tell your team to install ShyftForce on their phone on day one. It works like a regular app, alerts them to shift changes, and lets them clock in from their pocket. Adoption goes way up.
What if I get stuck?
The blue assistant button at the top of every page (or ⌘K on your keyboard) can answer most questions and even do things for you — "create a manager role," "send Sarah a message," "what's my labor cost this week?" — try it.