Adding Your First Employees

Before creating schedules and assigning shifts, add employees to your company. Shifton allows you to add them one by one or import from an Excel file.

Step-by-Step Instructions

Step 1: Open the Employees Page

Click Employees in the left sidebar (people icon).

Step 2: Add an Employee

Click + Add employees (upper left corner). A side panel with a form will open.

Step 3: Fill in the Form

Step 4: Decide Whether to Send an Invitation

Check the Send invite box so the employee receives an invitation by email immediately. Without the checkbox, the status will be “Not invited” — you can invite them later.

Important: For invitations to work, the company owner must first:
1. Verify their phone number (verification)
2. Add a bank card
3. Set up a monthly payment subscription

Without completing these steps, sending invitations to employees is not possible.

Step 5: Save

Alternative: Import from Excel

Account Statuses

In the Account status column, Resend invite and Invite now are available.

Related Articles

• Step-by-Step Setup Guide
• Phone Verification
• Creating Your First Project and Schedule
• Payment Methods
• SMS Notifications
• Managing Projects
• Managing Positions

FAQ

Q: Is there a limit on the number of employees?
A: There is no hard limit, but billing depends on the number of active employees.

Q: What does “Monthly rate of hours, %” mean?
A: The percentage of full-time working hours. 100% — full-time, 50% — half-time.

Q: Can I add an employee without an email?
A: Yes. An invitation can be sent either by email or by SMS to the phone — one of the two is sufficient.

Q: An employee is not receiving the invitation.
A: Check the email address, ask them to check the spam folder, use Resend invite.

Q: Error when importing a file.
A: Make sure you are using the provided template and that required fields (first name, last name) are filled in.

Q: How do I resend an invitation?
A: On the Employees page, find the employee → in the Account status column, click Resend invite.

Q: What happens if I close the add employee form by clicking “Add” without “Add and close”?
A: The panel stays open — you can immediately add the next employee without reloading the form.

Q: Can I assign a schedule to an employee right when adding them?
A: Yes. The add form has Select a project and Select schedule fields — select the desired values before saving.

Q: How do I change an employee’s start date?
A: Open the employee profile → General tab → Add employee starting from field. Or specify the desired date when initially adding.

Q: How many employees can be imported at once?
A: There is no limit on the number of rows in the file. Use the import_example.xlsx template and fill in all required fields.

Q: Does an employee need to accept the invitation to appear in the schedule?
A: No. You can add an employee to a project and schedule immediately after creation, regardless of invitation status.

Q: Can I add an employee without a project and schedule?
A: Yes. Project and schedule are not required when adding — you can assign them later through the employee profile.

Q: How do I invite an employee if they don’t have an email?
A: Enter a mobile phone number — the invitation will be sent via SMS.

Q: What does the “Personnel Number” field mean?
A: An internal employee ID number for your record-keeping needs. It does not affect system functionality and is used in reports.

Q: Can I delete an employee from the system?
A: Yes. Open the employee profile and select the delete action. A deleted employee will be displayed in the schedule with a “(deleted)” label.

Q: How do I bulk-assign employees to a project?
A: Open Projects → select a project → Employees field → select multiple employees via multi-select → save.

Q: Can I change an employee’s role after adding them?
A: Yes. Open the employee profile → change the role (Employee, Manager, Admin) → save.