Employees & Roles

14 article(s) in this category

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...

Admin vs Employee View: What Is the Difference

In Shifton, the same interface looks different depending on the role. An Admin sees the full set of Settings and manages the entire company. An Employee sees...

Adding Employees

Learn how to add new employees to your Shifton account using the Employees page. What Is This? The Employees page is where you manage your entire workforce i...

Importing Employees

Learn how to add multiple employees at once by uploading a spreadsheet file. What Is This? The Import Employees feature lets you add many employees to Shifto...