GENERAL
How to create and assign a status?
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 therePopularHow to add custom fields to user profiles and registration forms?
Would you like to keep specific information for each collaborator, but this field is currently not available in user profiles? It is possible to add custom fields to their profiles. Go to your account settings ⚙️ → General → Custom Fields. To add a new custom field, click on "New" at the top right. Give it a name and then check if it should be displFew readersHow to manage notifications for all my users ?
Go to Settings ⚙️ → General → Notifications. By clicking on "Manage", you can enable and disable notification methods.Few readersAdvanced access control for Attributes
This feature allows you to better manage access to your staff’s attributes on Shyfter, offering more precise control and ensuring the confidentiality of sensitive information. What does this mean? It is now possible to filter the display of attributes based on Shyfter users. For example, Luke Skywalker will only be able to view certain specific attributes (such as "Client 1" and "Client 2") and will not have access to others. Where does this access control apply? Access restricFew readers
SECTIONS
How to create and assign sections to users ?
How to create sections ? For more ease and clarity, you can easily split your account into different sections. This is particularly useful if you have a large number of users. This means that in the "Schedules," "Clocking," "Team," "Reports," and "Documents" menus, only information related to a specific section will be displayed. To create a section, go to your Account Settings ⚙️ → Sections → Manage sectiSome readersHow to display the monthly view with all sections combined?
In the monthly view of your schedule, you can split the view by section or choose to display it all sections combined. How to display the monthly view with all sections combined? Go to Account Settings ⚙️ → Sections → Settings → Disable the option "Display the monthly view by section".Few readers
SKILLS
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TASKS
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FREE SHIFTS
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SCHEDULES
How to enable the unavailability option?
To allow your employees to record their unavailability through the mobile application, first activate the option in your account settings. Go to Account Settings ⚙️ → Schedules → Settings → Enable Unavailabilities. Then specify "How many days in advance the employee can make their requests". For example: we specify 5 days. Employees cannot communicate their unavailability during the following 5Some readersHow to activate and add comments in a shift ?
You can add comments to your employees' shifts. To make daily management easier, you can also choose to display this comment in the shifts, in your scheduling management. 🚀 How to activate it? Go to your account settings ⚙️ → Schedules → Settings. Check the option "Display comments in shifts" and save at the bottom of the page. Your comments are now visible in theSome readersHow to set up reminder notifications for scheduled shifts?
Keeping your team informed about their upcoming shifts is essential for smooth operations. With the automatic shift notification feature, users will receive a reminder before their shift based on the notification method you have applied. Go to settings Schedule Notifications Click on "Add a Shift Alert" to create a new notification. Set the Notification Time Choose when you want the notification to be sent before the shift starts. (https://storageFew readersHow to block certain days for leave requests ?
How to block certain days for leave requests ? Managing leave is a key part of HR organization. To prevent leave requests on specific days (for example, weekends), you can use a convenient option in your settings. Where to find this option in the settings ? To configure the days when leave requests are not allowed, follow this path: Settings Schedules Settings Allowed days for leave requests. (https://storage.crisp.chat/users/helpdesk/website/-/d/e/a/a/deaa9bcdb05e6800/imageFew readersHow to disable a change request and set the notice period?
How to disable a change request and set the notice period? Managing schedules requires both precision and flexibility. To control change requests submitted by your employees, a setting in your account allows you to decide: whether you want to enable or disable change requests, and define a minimum notice period (in days) for submitting a request. Where to find this option in the settings? To configure these settings, simply follow this path: Settings Schedules >Few readers
CONTRACTS
How to group document and contract signatures ?
With the Group document and contract signatures setting, your users will only need to sign once to sign all their new documents and contracts. Here’s how to set it up: Go to the settings of your account → Documents → Settings. Enable the option Group document and contract signatures. Click Save at the bottom center of your screen. Your users will nFew readersHow to automatically approve documents and contracts ?
To save time and avoid sending your contracts manually, you can automate the process. Once set up, every contract you create will be automatically sent. Here's how to set it up: Go to your account settings ⚙️ → Documents → Settings. Select the option Automatically approve documents and contracts Click Save at the bottom center of your screen. EvFew readers
DIMONA
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BILLING
Where can I find my credit notes?
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.Some readersWhere can I find my invoices?
To view or download your invoices, go to Account Settings ⚙️ → Billing → Invoices. There you will find the list of your invoices, their issue date, amount, and status.Few readersHow to update my payment method?
To update your payment method, go to your account settings ⚙️ → Billing → Payment Information → Click on "Update my payment method". You will be redirected to a new window where you have two options: credit card payment or SEPA direct debit. Few readers
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: Some readersHow to create a new schedule PDF?
Creating PDF versions of your weekly schedules is a key feature of Shyfter that allows you to easily share schedules with your teams. Here’s a step-by-step guide to help you generate these documents. Step 1: Access Settings To get started, log in to your Shyfter account. Once logged in, go to your account settings by clicking on the ⚙️ icon located at the top right of the interface. Step 2: Navigate to the Schedule Section In the settings menu, select the "Schedules" option. You willSome readersHow to enable the Shifts Market?
The Shifts Market is an option that allows you, as an account administrator, to assign the available shifts to the people of your choice, rather than working on a "first-come, first-served" basis. By enabling the Shifts Market, employees will need to apply for the shifts and wait for them to be assigned to them. First, ensure that the 'Available Shifts' module is enabled on your account. Go to your account settings via the gear icon at the top right → Available Shifts → Settings. Enable the ShSome readersWhere can I find my API key for the time clock?
The API key can be found in your account settings. It is used to link the time tracking tablet to your Shyfter account. Go to your account settings → Time tracking → Shyfter POS.Some readersHow to create personalized reports?
You have the opportunity to create a personalized report, including the most relevant information for you. Go to your account settings ⚙️ → General → Personalized Reports. Next, name it: Specify the information you want to include in this report. To start, click on "Add a column". (https://storageSome readersHow to create special HR rules for exporting timesheets to my payroll provider?
Shyfter offers you the ability to create your own rules and integrate them into the timesheets file. How does it work? Go to your account settings ⚙️ → HR → HR Rules and click on "Add a rule". Add a rule After clicking the "Add a rule" button, a banner appears on the right side of your screen: DefineSome readersHow to create an absence?
When you want to indicate an absence shift in your schedule but cannot find the absence in the dropdown list, you can create it. To create a new absence, go to your account settings ⚙️ → HR → Absences and click the green "New" button at the top right. Then fill in the required fields; the code is for internal use only; the type of absence will affect the leave or overtime cSome readersHow to enable and use automatic Dimona?
1. Enable the automatic Dimona feature To enable automatic Dimona, go to account settings ⚙️ → Dimona → Settings. Enable Dimona automation there. 2. Set up and enable automatic Dimona for each collaborator The automation setup is done individually, in each user's profile. Go to the team menu → Users → Select user → Profile → Settings. At the bottom of the page, select the type of Dimona (STU orSome readersHow do I change my password?
Option A: If you have forgotten your password When you are on the login page, above the "Password" field, you will find a link to click to reset your password: Click on "forgot password". You will be redirected to the "password reset" page. Enter your email address and click on "password recovery":Some readersHow to enable Dimona correction based on time tracking data?
We offer the possibility to automatically correct Dimona based on your employees' time tracking data. This feature will only work for Dimona created manually from schedule management or via automatic Dimona. Implementation To ensure it works, certain parameters must be enabled. Go to your account settings → Dimona → Settings. Enable the option "Modify Dimona based on time tracking". Then gSome readersHow to force the selection of a section in the schedule?
It is possible to force the selection of a section before being able to view the schedule. How ? Go to Account Settings ⚙️ → Sections → Settings. Activate the option "Force the selection of a section in the schedule". Then, go to the Schedule menu → Schedule Management and select a section to view the schedule. (https://storage.crisp.chat/users/helpdesk/website/deaa9bcdb05e6800/image1jpbako.pngSome readersHow to create and assign skills to users?
How to create skills ? Adding skills may be useful for structuring your users based on their training. This ensures that you schedule users with the necessary skills to perform the tasks that need to be completed. To create a new skill, go to your account settings ⚙️ → Skills → Manage skills. To add a skill, click on the green "New" button. Fill in the field "Name", choosSome readersHow to create and use tasks?
How to create tasks? You can add one or more tasks to your shifts, allowing your users to know what needs to be done during their shift. Go to your account settings → Tasks → Manage tasks. Click the green "New" button to add a task. How to use tasks? When creating a shift, you can choose to add one or more tasks by selecting them from the drop-down list and specifying theSome readersWhere can I find the public schedule page?
You can share the week's schedule with all your employees without having to print it and without them having to download anything. The public schedule page is a URL that you can share with your collaborators, giving them access to the day, week, or month's schedule. If you have an employee who no longer works for you and you want to revoke their access to this public page, generate a new link directly frSome readersHow to show all employees on the schedule?
Go to account settings ⚙️ → Schedules → Settings. Then, select the option: "Show all employees in the schedules". All employees will then be listed in the schedule. If you disable this option, only employees with shifts will appear in the schedule, the others will be hidden. Do not forget to save!Few readersHow to create an attribute?
Category Creation You should start by creating categories in order to be able to create attributes within these categories. Go to your account settings ⚙️ → Attributes → Manage attributes and create a category by clicking on the green New button. There are 3 types of attribute categories. Depending on the chosen type, the available fields will differ. Indeed, the required information for a deliFew readersHow to create a time shortcut?
You can create time shortcuts to speed up the creation of shifts. To create these shortcuts, go to your account settings ⚙️ → Shortcuts. There you will find the list of existing shortcuts. Click on the green "New" button to create a new shortcut. Give it a name, an internal code, as well as a start and end time. (https://storage.crisp.chat/users/helpdesk/website/deaa9bcFew readersHow to add fields to the employee profile?
In the employee profile, you will find standard information fields (First Name, Last Name, Address, etc.). It is possible to add fields that you can then complete for each employee. Go to Settings ⚙️ → General → Custom Fields and click on "New". A pop-up will open, please provide the following: The name of your field Whether the field is mandatory and/or visible, meaning the information mustFew readersHow to download my attributes?
To download your attributes, go to your account settings ⚙️ → Attributes → Manage attributes. Then click on the relevant category. At the top right, click on the small downward arrow icon. Select the information you would like to export and confirm. (https://storage.crisp.chat/users/helpdesk/website/deaa9bcdFew readersHow to enable clocking in "outside scheduled hours"?
You can allow your collaborators to clock in (via tablet or smartphone) without being scheduled, meaning without having shifts. To enable this option, go to your account settings → Clock In → Settings and enable the "Allow clocking in outside scheduled hours" option.Few readersHow to activate contract signing on smartphone or tablet?
To enable contract signing, you have three options: Signature on the mobile application (Shyfter Staff) Signature on the tablet application (Shyfter POS) Signature on both applications Activating contract signatures on Shyfter Staff (smartphone) Go to your account settings ⚙️ → Contracts → Shyfter Staff. Enable the option available in this tab. Activating contract signatures on ShFew readersHow to add automatic breaks to clockings?
You can enable automatic breaks for clock-ins. Every day, Shyfter checks the closed clock-ins and adds the break you have defined in your account settings. Go to your account settings → Clock-in → Settings → Break Management. Then add automatic breaks according to your criteria.Few readersDisplay the cost in the shift blocks
Display the cost in the shift blocks How to enable this option? To enable it, you must go to your account settings. It is located at the top right. Once in the settings, go to Account Settings then to Schedule. You will find the option Display the shift price in each shift block. CheckFew readersHow to activate it?
How to differentiate night shifts and day shifts? You can make the distinction with our functionality! Go to your account settings → Schedules → Settings. Enable the functionality: "Differentiate day/night shifts". Then, indicate just below from what time you consider a shift as a night shift. Don't forFew readersHow to create a custom HR code?
If the provider code of your Social Secretariat does not appear in the list of provider codes, you can create a custom HR code. Go to account settings ⚙️ → HR → SocSec Codes → Click on "New" to create a new custom HR code. Enter the desired HR code and its description, then click "Save" to store the information. Once you have created the custom HR code, you can associate it with an absencFew readersHow to enable clocking in “offline” mode?
It is possible on Shyfter to choose whether employees can clock in without a connection on their smartphone. Go to your account settings → Clock In → Shyfter Staff and enable the "Allow offline clock-ins" option. If this setting is enabled, offline clock-ins will be allowed. If this setting is disabled, a connection must be activated to perform a clock-in. In the case where users can perform offline cloFew readersHow to change the color of your shifts?
Go to your account settings ⚙️ → Schedules → Settings. At the bottom of the page, you can choose the basis on which you would like your shift colors to be adjusted. And here is the final result!Few readersHow to activate punch reminders?
Shyfter allows you to enable punch reminder notifications, which can be sent to both employees and account managers in case an employee forgets to punch in. To see the different options, go to your account settings → Punching → Notifications. You can enable multiple notifications to minimize punch-in omissions as much as possible. Do not forget to save the changes made!Few readersHow to enable revenue recording?
To activate this option, go to the account settings ⚙️ → Insights → Settings → Enable the "Revenue Recording" option. Once the option is enabled, you will see several new menus in the Insights menu of the account settings. You will also see this pop-up appear on your dashboard daily:Few readersProductivity Calculation Type
Productivity Calculation Type Settings -insights -productivity calculation typeFew readersHow to authorize absence requests via the mobile app?
Please note that the absence management module, which includes this feature, is paid. How to authorize absence requests via the mobile app? Go to your account settings ⚙️ → HR → Shyfter Staff → Enable "Authorize absence requests via the app". Don't forget to save!Few readers