Employees & Roles

14 article(s) in this category

Employee Profile: General Information

Learn how to view and edit an employee’s personal details, work settings, and identification information. What Is This? The General Information tab is ...

Employee Profile: Availability

Learn how to set and manage an employee’s availability using the monthly calendar view. What Is This? The Availability tab in an employee’s profi...

Employee Profile: Projects

Learn how to assign employees to projects and manage their project roles. What Is This? The Projects tab in an employee’s profile shows which projects ...

Employee Profile: Notes

Learn how to create and manage internal notes on an employee’s profile. What Is This? The Notes tab in an employee’s profile is a place to store ...

Employee Profile: Files

Learn how to upload, manage, and share files on an employee’s profile. What Is This? The Files tab in an employee’s profile provides a simple doc...

Employee Profile: Vacations

Learn how to configure vacation limits, manage vacation periods, and adjust vacation balances for employees. What Is This? The Vacations tab in an employee&#...

Employee Profile: Notifications

Learn how to configure which notifications an employee receives and through which channels. What Is This? The Notifications tab in an employee’s profil...

Authority Levels

Learn about the two main access levels in Shifton and how to change an employee’s authority level. What Is This? Shifton uses authority levels to contr...

Manager Role

Learn how the Manager role works in Shifton and how to assign it at the project level. What Is This? The Manager role in Shifton is a project-level role that...

Deactivating and Deleting Employees

Learn the difference between dismissing and deleting an employee in Shifton, and how to find and manage employees in the employee list. What Is This? When an...