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Company Manager Overview

Welcome to Shyfts! As a Company Manager, you're responsible for managing your organisation's staff, schedules, and day-to-day operations within the platform.

Getting Started​

If you've just received your login credentials from the System Admin, follow these steps:

First Login​

  1. Go to the login page: Navigate to the URL provided by your System Admin
  2. Enter your credentials: Use the email and temporary password provided
  3. Change your password: You'll be prompted to create a new secure password
  4. Access your dashboard: After password change, you'll see your company dashboard
Password Requirements

Your new password must be:

  • At least 8 characters long
  • Include uppercase and lowercase letters
  • Include at least one number
  • Include at least one special character

Your First Week Checklist​

After your first login, complete these tasks to set up your company:

Day 1: Basic Setup​

Day 2-3: Staff Setup​

Day 4-5: Scheduling​

Ongoing​

What You Can Do​

Staff Management​

Manage everyone who works at your organisation.

TaskDescriptionGuide
Add staffCreate new staff profilesAdding Staff
Edit profilesUpdate staff informationEditing Staff
Manage rolesAssign permissions and rolesStaff Roles
DocumentsStore staff documentsStaff Documents
DeactivateRemove access for leaversDeactivating Staff

Scheduling​

Create and manage work schedules for your team.

TaskDescriptionGuide
View calendarSee all scheduled shiftsCalendar Overview
Create shiftsSchedule staff to workCreating Shifts
Edit shiftsModify existing shiftsEditing Shifts
Bulk operationsSchedule multiple shifts at onceBulk Operations
Handle conflictsResolve scheduling issuesConflict Resolution

Leave Management​

Handle holiday requests and absences.

TaskDescriptionGuide
Review requestsSee pending leave requestsApproving Leave
Configure typesSet up leave categoriesLeave Types
Run reportsTrack leave usageLeave Reports

Time Tracking​

Monitor working hours and attendance.

TaskDescriptionGuide
View timesheetsReview staff hoursViewing Timesheets
Make correctionsFix clock errorsCorrections
Generate reportsExport time dataTime Reports

Reports & Analytics​

Gain insights into your operations.

TaskDescriptionGuide
Available reportsSee what's availableAvailable Reports
Generate reportsCreate specific reportsGenerating Reports
Export dataDownload for external useExporting Data

Dashboard Overview​

Your dashboard provides a quick view of:

  • Today's Schedule - Who's working now and upcoming shifts
  • Pending Actions - Leave requests awaiting approval
  • Staff on Leave - Who's off today
  • Recent Activity - Latest changes and updates
  • Quick Stats - Staff count, hours scheduled this week

See Dashboard Guide for detailed information.

Key Concepts​

Rooms & Facilities​

Your company has rooms/facilities where work happens. These were configured during company setup but you can modify them:

  • Rename rooms
  • Adjust capacity
  • Add or remove rooms

Staff Roles​

Each staff member has a role that determines:

  • What they can do in the system
  • Which shifts they can be assigned to
  • What information they can access

Shifts​

A shift represents a scheduled work period:

  • Start and end time
  • Assigned staff member
  • Room/location (optional)
  • Notes and special instructions

Leave Types​

Categories for time off:

  • Annual Leave (holiday)
  • Sick Leave
  • Personal Leave
  • Custom types you create

UK Date & Time Formats​

Shyfts uses UK formats throughout:

FormatExample
Dates15/01/2026 (DD/MM/YYYY)
Times14:30 (24-hour)
Week startMonday
TimezoneEurope/London (auto BST)

Getting Help​

Next Steps​

Ready to set up your company? Start with:

  1. Adding your first staff member
  2. Understanding the calendar
  3. Creating your first shift