Set up your scheduler 

Positions, your team, a few settings, then build and publish. About 10 minutes of real work. Your staff enters their own availability on their phones, so you never have to. 

1. Login

[ Login to ShiftForce ]

Your login details are in your welcome email. Can't find it? On the login page, click Forgot ID or Password.

Don't see Scheduler in your menu? Your plan may include the Daily Log only. A company admin can add scheduling anytime under Features.

2. Walk through setup

Follow along in your own account. Sound on, this one talks.

3. Your setup checklist

Come back to this list anytime. Each step links to a help article if you get stuck.

1. Time periods: match them to your hours. [Help →]
2. Positions: only the jobs you schedule differently. [Help →]
3. Add your team: name and email for everyone. The email is their login. [Help →]
4. Set up each person: positions and ranking, pay rate, and certifications. [Help →]
5. Choose your approvers: who approves time off and availability. [Help →]
6. Block busy dates: set limits before anyone asks. [Help →]
7. Build your first schedule: then save it as a template for next week. [Help →]
8. Publish: pick one day each week and stick to it. 

Adding more than ten people? [Book a setup session] and we'll import your spreadsheet.

4. Tell your team three things

1. Download the ShiftForce app. [App Store] [Google Play]
2. Set your availability in the app.
3. Request time off and swap shifts in the app, and nowhere else.

In the app, your team can see their schedule, pick up open shifts, request swaps and time off, and get a reminder before each shift.

5. When you're ready, not before

1. Sections: assign stations like Grill or Patio.
2. Forecaster: set sales goals and see labor against them.
3. Reports: hours, overtime, and labor by week.
4. POS and time clock integrations: bring in sales and punches from Toast, Tabit, Aloha, and others.

6. Need help?

• Email: support@shiftforce.com
• Setup session: [book time with a product specialist]

Tell us what you think. ShiftForce is new, and we're building it with the people who use it. Click Feedback in the menu anytime.