Your team
Add staff, onboard them, classify them under their award, and manage their profiles: the people that everything you roster, pay, and report on is built around.
Your team is the foundation everything else runs on: you can't roster a shift, estimate pay, or track leave for someone who isn't set up yet. This is where you bring your people in, get their details captured, and keep their records right as things change.
Add staff one at a time and invite them to Shiftly Me, send an onboarding request so they complete their own tax, bank and super details, or import a whole team at once from a spreadsheet. Once someone's in, classify them under their award so Shiftly can estimate their pay, and adjust their rate or allowances wherever their pay differs from the default.
Everything about a person lives on their profile: details, employment, pay, documents and more, across its tabs. From there you can promote a staff member to manager to give them access to chosen locations, or remove someone when they leave and see what happens to their shifts and records.
Guides
Add staff and invite them to Shiftly Me
Add a staff member, choose how they're onboarded, and invite them, or your whole team, to Shiftly Me.
Onboarding new staff
Send an onboarding request so staff complete their own details, tax, bank and super.
Importing staff from a file
Add many staff at once from a CSV or XLSX spreadsheet.
Import staff from Xero
Bring your Xero employees into Shiftly with their details.
Keep staff in sync with Xero
Link staff to Xero, read their sync status and fix a failed sync.
Classify staff and set their pay rate
Set an employee's award classification and pay rate, automatically or by hand.
Rate overrides & allowances
Adjust an employee's pay rate and override category rates from their profile.
Update an employee's details and sign-in
Manage every detail of a staff member, and help them sign in with a code, kiosk PIN or reset link.
Make a staff member a manager
Give a staff member manager access to chosen locations and areas.
Removing staff
Remove a staff member and understand what happens to their shifts and records.
Related
Positions & classifications
Create the roles and award classifications you'll assign staff to.
Scheduling & rosters
Roster the team you've set up here onto the weekly grid.
Payroll & awards
How each classification turns into an estimated pay rate.
On the Shiftly website
Paperless onboarding
Digital new-starter setup.
Disconnect, move or change a venue kiosk
Check your kiosks, disconnect or delete one, move a tablet to another venue, set the venue's kiosk PIN, and turn clock-in photos on or off.
Add staff and invite them to Shiftly Me
Add a staff member to your business, choose how they're onboarded, and invite them, or your whole team, to the Shiftly Me app.