Set up your company and first schedule

Before you start

Sign in to your company workspace. Complete any activation steps shown in Account. An object in Shiftor means a worksite or location.

Step by step

1. Choose Create Object in the sidebar. Add the worksite name, address, and instructions, then save.
2. Choose Create Employee and add the people who will work your shifts. Review each profile before scheduling.
3. Choose Create under Shift Workflow. Select an object and dates, enter shift times and required workers, then save.
4. Open Assign and choose AI or manual planning. Select the month (and object for manual planning), then assign eligible employees. Review unfilled positions.
5. Open Publish and review the month before publishing. Check employee confirmations separately; saving or assigning a shift does not publish it.
6. Use Manage for the roster and Attendance for recorded work. The dashboard highlights items requiring attention.

Notes & troubleshooting

• The demo uses sample data and restricts some actions. A demo workspace is not your company workspace, and its changes do not transfer.
• Use More in the sidebar for availability, absences, approvals, open shifts, swap requests, and payroll.