Welcome to Shiftly¶

Shiftly is modern shift-planning software that helps you manage employee shifts simply and efficiently. This guide walks you through every part of the application.

What is Shiftly?¶

Shiftly lets you:

• Build shift plans visually — Use an interactive calendar for scheduling
• Assign employees — Drag employees into the calendar
• Define recurring patterns — Create shift patterns for regular shifts
• Organize departments — Manage departments with their own colors
• Review reports — Analyse shift data and working hours

Quick start¶

1. Sign in — Use your credentials
2. Manage shifts — Open Shifts in the menu
3. Assign employees — Drag employees into the calendar
4. Create patterns — Define recurring shift patterns

Main topics¶

• Sign-in and password — First steps with Shiftly
• Shift scheduling — Plan and manage shifts
• Check-in and check-out — Clock in and out of shifts
• Employee management — Add and manage employees
• Department management — Organize departments
• Reports — Analyse shift data
• Billing — Subscription and billing (admins only)
• Account settings — Change password and profile
• Privacy & cookies — Cookies and privacy

Roles and permissions¶

Shiftly has three roles with different permissions:

Administrator

• Full access to all features
• Can manage departments, employees, and shifts
• Can view all departments

Manager

• Can manage shifts and patterns
• Can manage employees in their own department
• Sees only their department

Employee

• Can view their own shifts
• Can check in and out of their shifts
• Sees only their department

Support¶

If you have questions or issues, contact your administrator or support.