Step-by-Step Shifton Setup Guide

This guide describes the correct order for setting up the Shifton platform from registration to full operation. Follow the steps sequentially — each subsequent step depends on the previous one.

Steps Overview

Step 1. Company Registration

More details: Company Registration. About Scheduling and Field Service modes, see the article Work Modes.

Step 2. Phone Verification and Adding a Card

Before inviting employees, you need to complete three mandatory actions:

2.1 Verify Your Phone Number

2.2 Add a Bank Card

2.3 Subscribe

More details: Phone Verification. For payment methods and subscription, see Payment Methods and Company Balance and Invoices.

Step 3. Salary Settings

Configure payment parameters before creating schedules — they affect payroll calculations for all future shifts.

More details: Salary Settings. For the cascading rate hierarchy, see Pay Rate Hierarchy.

Step 4. Enabling Modules

Shifton uses a modular system — enable only the features you need.

Recommended Modules for Getting Started

More details: Module System Overview

Step 5. Module Configuration

After enabling modules, configure their parameters.

Key Settings

More details: articles in the Modules section

Step 6. Adding and Inviting Employees

More details: Adding Employees

Step 7. Creating a Project

A project is a container for grouping employees and schedules (department, team, branch).

Project Setup

More details: Managing Projects. For the module for multiple projects, see Departments and Projects.

Step 8. Creating a Schedule

A schedule defines working time rules and contains employee shifts.

More details: Creating a Schedule

Step 9. Working with the Schedule Page

After creating a schedule, go to the Schedule page to manage shifts.

View Modes

Key Actions

Filters and Overlays

Export

More details: articles in the Schedule Page and Shifts section

Step 10. Additional Features

After the basic setup, enable additional capabilities as needed:

Activities (Activity Module)

Planning additional tasks on top of shifts — training, meetings, inventory. Create activity templates and assign them to employees.

GPS Map (Work Location Control Module)

Monitoring employee locations at clock-in/clock-out. Set the allowed distance radius from the work location.

Employee Requests

Employees can independently through the app or web version:
– Request time-off and vacations (module Time-Off Requests)
– Swap shifts (if allowed in project settings)
– Take open shifts
– Drop shifts

Reports

11 report types: working hours, payroll, attendance, time-off, overtime, and more. Filter by period, employees, projects.

Attendance (module Attendance)

Employee clock-in/clock-out tracking — via a button in the app, GPS coordinates, or QR code.

Breaks (module Breaks)

Break tracking within a shift — paid and unpaid, with limits on count and duration.

Related Articles

• Company Registration
• First Login and Interface Overview
• Company General Information
• Salary Settings
• Module System Overview
• Managing Projects
• Managing Positions

FAQ

Q: Can I skip any step?
A: Steps 1–2 are mandatory. Steps 3–5 are strongly recommended before creating schedules, as salary and module settings affect calculations. Steps 6–8 are the minimum to start working.

Q: How long does the full setup take?
A: Basic setup (steps 1–8) takes 15–30 minutes for a small team.

Q: Is it necessary to configure salary before creating a schedule?
A: Strongly recommended. Salary settings (currency, rate mode, overtime) apply to all future shifts. You can change them later, but retroactive recalculation does not occur.

Q: Can I add employees without sending an invitation?
A: Yes. Add an employee without checking the Send invite box — they will appear in the system with a “Not invited” status. You can invite them later.

Q: What if I don’t enable any modules?
A: Basic functionality (schedule, employee list, dashboard) works without modules. Modules add additional capabilities — payroll, time-off, attendance, etc.

Q: What is the correct order: employees first or project first?
A: The first project is created automatically upon registration. It is recommended to set up the project first, then add employees — when adding, you can assign them to a project and schedule right away.

Q: An employee was added but doesn’t see shifts — what should I do?
A: Check three steps: 1) the employee is added to the project, 2) the employee is added to the schedule, 3) the schedule is published. All three steps are required.

Q: Can I go back and change settings later?
A: Yes. All settings (except schedule type and project time zone for projects with schedules) can be changed at any time.

Q: How do I know which modules I need?
A: Start with the basic functionality. Enable modules as needed — each one has a 30-day free trial period for testing.

Q: Do I need to create Positions and Skills?
A: Not required. Positions are useful for different pay rates and filtering. Skills are for automatically assigning employees to specific tasks or activities.

Q: How do I invite an employee without an email?
A: Enter a mobile number — the invitation will be sent via SMS.

Q: What is an “active employee” for pricing purposes?
A: An employee who had at least one shift in the billing month. Inactive employees are not charged.

Q: Is publishing the schedule mandatory?
A: For the manager’s workflow — no, shifts are visible in the admin panel. But employees will only see their shifts in the app after publishing.

Q: Can I set up the system for multiple branches?
A: Yes. Create a separate project for each branch (Departments and Projects module). Each project has its own managers, employees, and schedules.

Q: How do I set up a rotation schedule (2/2, 24 on / 72 off)?
A: When creating a schedule, select the Preset type and define the rotation pattern — the system will automatically repeat it for the entire period.