Question 1

How to create a status?

Accepted Answer

How to create a status?

Go to your account settings ⚙️ → General → User statuses.

Next, click on "New" at the top right to create a new status. Fill in the necessary fields. The hourly rate is not mandatory and <\/i>please note that it will override the hourly rate indicated in the employee's file. 

You will also find some settings there:

Calculation base for services: based on planned hours or based on timesheet data.
Export to social secretariat: this status will be included in the service exports.
Display the overtime counter: employees will have access to their overtime counter in the Shyfter Staff application.
Display the leave days counter: employees will have access to their leave days counters in the Shyfter Staff mobile application.

Do not forget to save!

How to assign a status?

Go to the same place, in your account settings ⚙️ → General → User statuses.

Click on the "Assign" button to open the complete list of users.
Select the employees who have this status. Once done, click on modify to save your changes.

Question 2

STAFF - How to view my clockings?

Accepted Answer

How can I find my clockings?

Q: How to reactivate a user?

${youtube}<a href="f2W_97RLliY">How to reactivate a user?</a> There are two ways to reactivate previously deactivated users: <h3 id="1intheteammenu">1. In the Team menu:</h3> Go to your list of users, located in the "Team" menu. Then click on "Disabled": <img src="https://storage.crisp.chat/users/helpdesk/website/deaa9bcdb05e6800/image_opb08h.png" alt="" /> Next, in the Profile → Profile Data, click on the ✅ icon to reactivate them: <img src="https://storage.crisp.chat/users/helpdesk/website/deaa9bcdb05e6800/image_tdvbrl.png" alt="" /> <h3 id="2inyouraccountsettings">2. In your account settings:</h3> Go to the account settings ⚙️ → General → Deactivated Users. <img src="https://storage.crisp.chat/users/helpdesk/website/deaa9bcdb05e6800/image_9598po.png" alt="" /> There you will find all deactivated collaborators that you can reactivate by clicking "Activate" at the end of the line. 🔦 You will even have the option to permanently delete them

Look at the top right corner of your screen and click on the bubble icon. Upon clicking the bubble icon, you will see your personal information displayed. Further down, you will find the history of your clockings.

Question 3

How to enable and use automatic contracts?

Accepted Answer

First of all, you will have to create your contract templates on Shyfter in order to automate the creation of contracts for your employees.

How to save a contract template?

Once the contract templates are ready, follow these steps:

1. Enable the automatic contracts feature

Go to your account settings → Contracts → Settings. Select the option "Enable automatic contract generation" and then press "Save" at the bottom center of your screen.

2. Set up and enable automatic contracts for each employee

Go to the Team menu → Users → Select a user → Profile → Settings.

Scroll down to "Automation and Basic Data". Choose the type of contract for this worker. Don't forget to check the "automatic" option box at the end of the line.

3. Shift Publication = Contract Creation

With the next shift publication, contracts will automatically be created for these shifts for the users for whom you have followed these steps.

Shyfter creates the contracts at the following hour.

Example: If you publish your shifts at 1:42 PM, the contracts for those shifts will be generated at 2:00 PM. Similarly, if you publish your shifts at 2:01 PM, the contracts will be generated at 3:00 PM.

⚠️ When you enable automatic

Question 4

How to reactivate a user?

Accepted Answer

${youtube}How to reactivate a user?

There are two ways to reactivate previously deactivated users:

1. In the Team menu:

Go to your list of users, located in the "Team" menu. Then click on "Disabled":

Next, in the Profile → Profile Data, click on the ✅ icon to reactivate them:

2. In your account settings:

Go to the account settings ⚙️ → General → Deactivated Users.

There you will find all deactivated collaborators that you can reactivate by clicking "Activate" at the end of the line.

🔦 You will even have the option to permanently delete them

Question 5

STAFF - How to make a modification request ?

Accepted Answer

Want to modify a shift via the Shyfter STAFF app ? Here's how:

Launch the Shyfter STAFF app on your device and enter your login credentials to access your account.
Tap the calendar icon at the bottom of the screen to view your schedule.

Find and select the shift you wish to change. Tap on the shift to open its details. Click the "Edit" button.

Make the necessary adjustments to the shift (e.g., start and end times, date). After making changes, tap "Confirm" to send your modification request.

You will receive a notification once your manager has reviewed and approved your request.

Question 6

Where can I find my credit notes?

Accepted Answer

To view or download your credit notes, go to the account settings ⚙️ → Billing → Credit Notes. There you will find the list of your credit notes, their issuance date, amount, and status.

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