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Short step-by-step guides to IzyShift — for managers and for staff.
For managers
- Get started: sign up and set up your venueHow to create your company in IzyShift, set up the venue, departments and roles in three steps, and what to do next.
- Add employees manually or with an invite linkHow to add an employee to IzyShift, email them a login and password, or invite your whole team with one link.
- Import employees and schedules from ExcelHow to upload your whole team or shifts from an Excel or CSV file, review each row and send invitations.
- Build the weekly scheduleHow to add shifts, repeat a shift on other days, copy last week and mark time off straight from the schedule.
- Publish the scheduleHow to publish a week, notify only the people whose shifts changed, or publish without notifications.
- Staffing targets, templates and auto-fillHow to set how many people each shift needs, save a week as a template and fill the gaps automatically — with a reason for every choice.
- Employee availability and requestsHow to see in the schedule when people can’t work, spot shift conflicts and decide on availability and time-off requests.
- Open shifts and shift swapsHow to post a shift with nobody assigned, pick someone from the people who asked for it, and approve shift swaps between employees.
- Use the Today screen to see who’s on shiftSee who is working right now, who is late or hasn’t come in, and handle clock-ins and requests from one screen.
- Choose how staff clock in and outThe clock-in methods available — work Wi-Fi, location, manager approval, terminal — and how to use several at once.
- Set up a clock-in terminal on a tabletTurn on the terminal, open it on a tablet with a link or QR code, and give staff a 4-digit PIN.
- Check and correct an employee’s timesheetSee plan and actual for every shift, confirm hours, fix a clock-in and download the timesheet to Excel.
- Set rules for lateness, leaving early and no-showsSet a grace period, decide what happens to pay when someone is late or leaves early, and who gets told about a no-show.
- Reports and exports to Excel, PDF and imageWhere to find hours and pay, lateness and extra hours, time off, how to download Excel or CSV and export the schedule.
- Time off, days off and requestsHow to add leave, a day off or sick leave, decide on an employee’s request and see how much leave has been used and is left.
- Set up notifications and shift remindersWhere employees get the schedule and reminders — Telegram, push, e-mail — and how to set reminder times and quiet hours.
- Send announcements and set up shift checklistsHow to send news to your team and see who has read it, and how to create opening, closing and sanitation checklists.
- Access levels and permissionsWhat employees, managers, account admins and the owner can do, how to change someone’s access level and transfer ownership.
- Subscription, plans and the 14-day free trialWhat IzyShift costs, how to start the free 14-day trial and what happens if you don’t pay.
- Connect your Syrve POS: revenue and labour costHow to connect Syrve to see hourly revenue, labour cost and labour % in the schedule and in the Revenue & labour report.
For employees
- Log in to IzyShift for the first timeHow to log in with the login and password from your email, reset your password, change the language and add IzyShift to your phone.
- Clock in and out on your phoneHow to start and end your shift in IzyShift, and what to do if clocking in fails or you forgot to clock in.
- My shifts, swaps and time-off requestsWhere to see your shifts, how to set your availability, give away or swap a shift, and request a day off or leave.
- Connect the @izyshift_bot Telegram botHow to link Telegram to IzyShift, what the @izyshift_bot bot can do and how to change its language.
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