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For managers

Set up your workplace

A starting checklist for locations, people, permissions and your first published rota.

3 min read

Set up in this order

  1. Step 1: Ask the owner or an administrator to check the workplace details in Settings → General and add the required locations.
  2. Step 2: Set up the staff groups and zones used for planning. Check each location's rota preferences and closing times.
  3. Step 3: Add or link employee profiles, assign their locations and staff groups, and invite people to join their accounts.
  4. Step 4: Create and review a weekly rota, then publish it so employees can see it.
  5. Step 5: If you use attendance, activate clocking for the location, check its station and explain the clocking process to staff.

Choose the right level of access

  • Owners and administrators manage workplace configuration and account administration. Sensitive company, pay and billing controls need the relevant admin access.
  • Managers can plan and publish rotas, review attendance, manage announcements and approve eligible staff requests within their permitted locations.
  • Supervisors have a staffing overview and attendance controls, but fewer administration and rota publishing permissions than managers.
  • Employees use their own published shifts, clocking, timesheets, announcements and available shift requests. They do not need a manager dashboard.

A guide does not grant access

The controls you see depend on your role, location access and enabled features. Ask the workplace owner or an administrator if a required action is unavailable.