Setup
Set up your business, locations, and positions.
Everything you roster, pay, and report on builds on the foundation you set up here. Work through it roughly in order: create your business and pick its award, add the locations your team works at, then create the positions you'll roster against. Projects are optional — add them when you want to track hours and labour cost against specific jobs. You only set most of this up once; come back to edit it as your business grows.
Guides
Setting up your business
Create a business and choose the award that covers your team.
Editing business details
Rename your business, change its award, or delete it.
Locations
Add and configure the places your team works — clock-in boundaries, shift times, holidays, and more.
Positions & classifications
Create the roles you roster against the award.
Projects
Track hours and labour cost against jobs or projects.
Project reporting
Read a project's hours, cost, and budget.
Owners & managers
Everything for running your business in Shiftly — setup, your team, scheduling, timesheets, payroll, leave, and billing. Who these guides are for, what's in them, and where to look if you're not an owner or manager.
Setting up your business
Create a business in Shiftly — enter its details and choose the award that covers your team.