Tutorial for Employees

Shift Agent makes it easy for all employees to activate and to login for the first time. We take the hassle out of you having to explain everything to your team.  

  • After they walk through the basics, they are immediately brought to the homepage on a mobile device or on a computer.  
  • Your employees can access all of the features they need on any device. 
  • On a computer or tablet, the menu is in blue on the right side of the page.

How employees login for the first time

Employees are introduced to Shift Agent through an email that we send on your behalf.  They receive an invitation from Shift Agent that mentions your store, and there is one simple action for them to take - ACTIVATE.

To begin this process, you need to add them as a new employee in Shift Agent and make sure to add an email address for their profile.

Training Steps

Step 1 - Announcement on your behalf 

Step 2 - How to read their schedule

Step 3 - How to trade shifts

Step 4 - Training on Requesting time off

Step 5 - Instructions for adding availability

Step 6 - Preferences for sharing their contact information

Step 7 - Option to Add their profile image

Step 8 - They see their schedule and menu options on their device!

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