How do I add a team member? (Desktop)

Modified on Wed, 17 Jan at 3:59 PM

We think it's fair to say that adding team members is one of the more important functions in Shiftie; you could try to get by without them but we're not certain that you'd get very far. Luckily it's nice and straightforward to do and in no time you'll be able to add employees without a user guide, a stiff drink, or a packet of biscuits to support you*. 

There are a few different ways of adding people, depending on how many you want to add at once; we've explained them below.

Adding an individual

  1. Head over to the team page by clicking on the 'Team' icon on the left of your screen.
  2. Click the 'Add People' button near the top of the screen.
  3. Fill out the employee's details.
    1. The 'Permissions' field controls the level of system access the employee will have. If you're not sure which is best then take a look at our full guide to the different permissions.
    2. You can choose whether to add the employee's email address immediately if you know it, or to hold off until a later date.
    3. If you have more than one location set up you can choose which ones the employee should be assigned to.
    4. Select the schedules you want the employee to show on.
    5. 'Default job role' is the employee's usual job role. If the employee has more than one job role you can add those later
  4. Once you've filled out all of the fields click the 'Add Employee' button. If you've added an email address you can choose whether to send their welcome email immediately or to invite them at your leisure.

Adding multiple people

Got lots of employees to add? Importing them might be a bit quicker in that case.

*Okay, we lied. Biscuits are always essential.

You're on the Desktop version of this article.

To view the Mobile version see How do I add a team member? (Mobile)

Struggling to find this feature in your Shiftie account?

Check our permissions and plan pages to make sure you have access.

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