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Getting Started with ShiftPro
.ai
Work through these to get your team scheduled and clocking in. Tick each off as you go.
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1. Create your company account
Done at signup — you're here, so this one's complete.
2. Add your location(s)
Settings → Locations. Add each store/site you schedule for. One company can have many locations.
3. Add your team
Staff → Invite Employee. Each person gets an email to set their password and access their Work Hub.
4. Set pay rates & roles
On each staff member, set their hourly rate and role (employee, supervisor, manager). Managers can edit schedules.
5. Build your first weekly schedule
Schedule → click a day cell to add a shift, assign a person, set start/end times.
6. Publish the schedule
Hit Publish so your team sees their shifts. You can copy last week to save time.
7. Have an employee clock in/out
Employees sign in at shiftpro.ai and use Clock In / Break / Clock Out from their Work Hub.
8. Review timesheets & hours
Payroll → Hours & Pay shows clocked hours per employee for the period.
9. Set up time-off & swap approvals (optional)
Staff → Requests. Approve or deny time-off and shift-swap requests as they come in.
Need help? Contact support — we're happy to get you set up.