Employee management¶

Under Staff you add your team, assign roles, and set departments.

Overview¶

Here you can:

• Add employees
• Edit details
• Assign roles (Administrator, Manager, Employee)
• Assign departments
• Deactivate or delete

Only administrators and managers see this page.

Employee list¶

Columns include name, email, role, department, status (active/inactive).

Filter: Admins see all departments; managers only their own.

Add an employee¶

1. Add employee (top right)
2. Enter name, email (unique), role, department
3. Create

After creation: The employee receives an email with a link to set their password. Only then can they sign in and see Shifts.

Roles¶

Administrator: full access, all departments, billing.

Manager: Shifts, shift patterns, and staff only in their department.

Employee: view own shifts in Shifts, request time off, check in/out.

Edit¶

Click employee → ⋮ → Edit → save.

Managers can only edit staff in their department.

Reset password¶

⋮ → Reset password - the employee gets an email with a link.

Deactivate¶

In the edit dialog, Deactivate - status becomes inactive; no new shift assignments. Activate again anytime.

Delete¶

⋮ → Delete → confirm. Administrators only.

Past shifts may show as deleted.

Change department¶

Pick another department in the edit form - the employee then sees only that department in Shifts.

FAQ¶

Multiple departments per person?¶

No - one department per account.

How many admins?¶

No fixed limit - one administrator per business is usually enough to start.