Shiftly help centre
Guides and how-tos for business owners and managers running their business on the Shiftly web platform — follow a quick start, or jump straight to the area you need.
Welcome to the Shiftly help centre — step-by-step guides and how-tos for running your business on the Shiftly web platform. Jump straight to the area you need, follow a quick start, or search the whole help centre from the bar above.
New to Shiftly? Start with Getting started to get your business up and running, or read What is Shiftly? for the big picture.
Where to start
Run your business on the Shiftly web platform, or follow a quick start to get up and running.
Owners & managers
Run your business on the Shiftly web platform — setup, your team, rosters, timesheets, payroll, and leave.
Getting started
Brand new? Follow a quick start to get your business up and running from day one.
Run your business
Everything owners and managers do in the Shiftly web platform, end to end. Jump straight to the area you need.
Setup
Set up your business, locations, positions, and projects.
Your team
Add, onboard, classify, and manage your staff — including importing from Xero.
Scheduling & rosters
Build, publish, copy, and manage your weekly roster.
Time & attendance
Review the timesheets your staff clock, then post them to payroll.
Payroll & awards
Customise pay rules, set rate overrides, and manage public holidays.
Leave management
Manage leave types and balances, accrual, approvals, and restricted periods.
Managers & access
Invite managers and control which locations they can access.
Messaging & notifications
Chat with your staff per shift, and stay on top of the activity feed.
Connect your tools
Connecting Xero
Authorise Shiftly to connect to your Xero organisation and sync payroll.
Accountant-initiated linking
Have your accountant connect Xero on your behalf.
Your account
Profile & password
Update your details and change your password.
Who can access your account
See and manage the people with access, and their roles.
Account & security
Organisation settings, exporting your data, and closing your account.
Still need help?
Can't find what you're looking for, or something not behaving as expected? Start here.
FAQs
Quick answers to the questions we hear most.
Troubleshooting
Fixes for common problems across the platform and apps.
Glossary
Plain-language definitions of the terms used across Shiftly.
What's new
Recent changes and improvements to Shiftly.
Still stuck? Contact support and our team will help you out.