Glossary

Plain-language definitions of the terms you'll come across in Shiftly. Each links to the guide where you'll use it.

Business setup

Business — your organisation in Shiftly. A business can have one or more locations. See Setting up your business.
Location — a venue or site that belongs to your business. Each location has its own timezone, clock-in area and settings. See Locations.
Position — a job type you roster against, like Bartender or Barista. See Positions & classifications.
Project (cost centre) — a tag for grouping shifts and their cost — by area, event or job — so you can report on them. You can rename the label (Projects, Cost centres, Jobs). See Projects.
Award — the set of industry pay rules (for example the Hospitality award, MA000009) that define minimum rates, penalties and allowances. See Classifying staff.

Roster — your weekly schedule of shifts. See Using the scheduler.
Shift — a single rostered block of work for a position, optionally assigned to a person. See Creating & editing shifts.
Open shift — a shift left unassigned so staff can request it. See Open shifts.
Publishing — sending your drafted shifts to staff so they can see them. Until you publish, staff don't see new shifts. See Publishing a roster.

Employment — a staff member's working arrangement: their basis, type, start date and pay. See The employee profile.
Employment basis — full time, part time or casual (or labour hire / non-employee for contractors).
Onboarding request — an emailed link that lets a new starter fill in their own details, tax, bank and super. See Onboarding new staff.
Classification — matching an employee to a level in their award to work out their pay rate. See Classifying staff.
Allowance — an extra payment (uniform, first aid, meal and so on) added to an employee's timesheets, separate from their hourly rate. See Rate overrides & allowances.
Rate override — a per-employee adjustment to a calculated category rate. See Rate overrides & allowances.
Casual loading — the extra percentage casual employees are paid in place of paid leave.
Timesheet — the record of the hours an employee actually worked, from clocking in and out. See Reviewing timesheets.
Draft / Pending / Active — a staff member's status: Draft = saved but not onboarded; Pending = an onboarding request has been sent; Active = onboarding is complete.

Leave balance — how much leave an employee has built up. See Leave balances & catalog.
Accrual — leave building up automatically from the hours an employee works. See Set how leave builds up.
Entitlement rate — the rate at which a particular employee accrues leave. See Give an employee a different leave rate.
Restricted leave block — a blackout window (peak season, stocktake) where leave requests need your sign-off. See Restricted leave blocks.

Owner — the account that owns the business.
Manager — someone you've given access to help manage the business, scoped to the locations you choose. See Inviting managers.
The Shiftly web platform — the web app owners and managers use for rostering, staff, timesheets and payroll.
Shiftly Me — the mobile app your staff use to see their roster, clock in and out, set availability and request leave. See The Shiftly apps.
Xero — the accounting and payroll integration you can connect to Shiftly. See Connecting Xero.

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