Shiftly help centre
Guides and how-tos for everyone who uses Shiftly — business owners, managers, and staff. Find your role, follow a quick start, and jump straight to the area you need.
Welcome to the Shiftly help centre — step-by-step guides and how-tos for everyone who uses Shiftly, whether you run a business or work the shifts. Find the section that matches your role, follow a quick start, or search the whole help centre from the bar above.
New to Shiftly? Start with Getting started for a quick start tailored to your role, or read What is Shiftly? for the big picture. Not sure which app is yours? See The Shiftly apps — which one do I need?
Find your guides by role
Shiftly is used by different people, in different apps. Pick the one that's you.
Owners & managers
Run your business on the Shiftly web platform — setup, your team, rosters, timesheets, payroll, and leave.
Staff
Use the Shiftly Me app to see your roster, clock in and out, set availability, swap shifts, and request leave.
Getting started
Brand new? Follow a role-by-role quick start to get up and running from day one.
Work casual shifts through Shiftly On-Demand? Dedicated guides for the On-Demand app are on the way — for now, Getting started includes a preview of what they'll cover.
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.
On the Shiftly Me app
Staff use the Shiftly Me app to see their roster, clock in and out, set their availability, request leave, and swap shifts — all from their phone. Step-by-step staff guides are being added.
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.