Creating Your Company on Shiftie

Every Shiftie account starts with a company. It's where your team, schedules and settings all live, so it's worth getting off to a productive start. The good news: it only takes a few minutes and involves far less paperwork than the real thing.

How do I create a company?

1. Head to shiftie.co and start your free trial.

2. Enter your details to create your account. You’ll need your name, email, password, company name and address.

3. Follow the onboarding. Shiftie walks you through adding your existing data, including your team members and schedules, as you go. Don't worry about getting everything perfect the first time; you can tweak it all later.

4. Once you're in, check your company details. Click the cog icon at the bottom left of your screen and make sure you're on the 'General' tab.

Update any necessary details, then click the save button at the top of the screen.

What do the company details mean?

• Account name and logo: Your company's name and logo. We'll assume you know your own name.
• Language: The language your team will see Shiftie in.
• Timezone: The timezone your business operates in. We use this to keep the schedule accurate, even if someone on your team is working abroad.
• Time format: Show shifts in a 12-hour or 24-hour clock. Choose carefully; 12AM has caused more confusion than anyone would like to admit.
• Start of working week: Monday, Sunday, Saturday or something else entirely. It depends on where you are and how you run things, so it's up to you.
• Currency symbol: Handy if you're tracking shift costs and employee salaries. If not, it's just there to look pretty.
• Public holiday region: Which bank holidays apply to your company. They'll be highlighted on the schedule to help you plan.
• Account owner: The user ultimately responsible for your account. They have full access to everything, and you can't change their permissions or archive them until someone else has been made the Account Owner.
• Primary contact: The user who receives management notifications for anyone without a line manager. This can be any user with Full Access or System Manager permissions.

What should I do next?

Your company is set up, but it's a bit quiet in there. A few good next steps:

• Add your team members
• Set up your locations
• Get to grips with permissions

FAQs

Do I need to set everything up perfectly during onboarding?

No. The onboarding process is designed to help you get started quickly, and all company settings, team information, and schedules can be updated later.

Where can I edit my company details?

Go to Settings by clicking the cog icon in the bottom-left corner of the screen, then select the General tab to view and edit your company details.

What is the account name and logo?

The Account Name and Logo represent your company within Shiftie. These details appear throughout the platform and help identify your business.

What does the language setting control?

The Language setting determines which language users see when using Shiftie. It also helps with the formatting of dates and currencies.

Why is the timezone important?

The Timezone setting ensures schedules and shift times are displayed accurately for your business, even when team members are working in different locations.

What is the time format setting?

The Time Format setting lets you choose between:

• 12-hour clock (e.g. 8:00 AM)
• 24-hour clock (e.g. 08:00)

This affects how shift times are displayed across the platform.

What does "Start of Working Week" mean?

This setting determines the first day of your working week, such as:

• Monday
• Sunday
• Saturday

Choose the option that best matches how your business operates.

What is the currency symbol used for?

The Currency Symbol is used when viewing shift costs, salaries, and other financial information within Shiftie.

What is the public holiday region?

The Public Holiday Region determines which public or bank holidays apply to your company. These holidays are highlighted on the schedule to help with planning and staffing.

Who is the account owner?

The Account Owner is the user with ultimate responsibility for the Shiftie account.

The Account Owner:

• Has full access to all areas of the system.
• Cannot have their permissions changed.
• Cannot be archived while they remain the Account Owner.

To remove or archive an Account Owner, ownership must first be transferred to another user.

What is a primary contact?

The Primary Contact receives management notifications for employees who do not have a line manager assigned.

The Primary Contact must have either:

• Full Access, or
• System Manager permissions.

Can I change my company settings later?

Yes. All company settings can be updated at any time from Settings → General. This includes your company information, language, timezone, working week preferences, and other operational settings.