Employees & Roles

14 article(s) in this category

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...

Inviting Employees

Learn how account invitation statuses work and how to send or resend invitations to your employees. What Is This? After adding employees to Shifton, you need...

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 ...