Guides
Get the most out of your workforce management software
Welcome to the ShiftZeal Guides Hub β your go-to resource for mastering scheduling, time tracking, team communication, and more. Whether you’re just getting started or need help with advanced features, we’ve got you covered.
π° Getting Started
π£ Beginnerβs Setup Guide
Step-by-step instructions to create your account, invite team members, and configure your first schedule.
π² Mobile App Walkthrough
How to install, log in, and use the mobile app for clock-ins, shift changes, and messaging.
π Setting Up Permissions & Roles
Learn how to create manager/admin roles, assign responsibilities, and control access.
π Scheduling Guides
β
Building & Publishing Schedules
How to use drag-and-drop scheduling, recurring shifts, and open shifts.
π€ Handling Time-Off Requests
Review, approve, and track employee leave directly in ShiftZeal.
π Shift Swapping & Coverage
Enable employees to trade shifts or claim open spots without manager overload.
β±οΈ Time Tracking Guides
π GPS & Geofencing Setup
Configure location-based clock-in rules for mobile and remote teams.
π Reviewing Timesheets
How to monitor and approve hours before exporting for payroll.
π οΈ Troubleshooting Clock-In Issues
Fix common problems like missing clock-ins or incorrect timestamps.
π¬ Team Messaging & Notifications
π‘ Communicating with Your Team
Use direct messages, group chats, and announcements.
π Setting Up Notifications
Choose email, push, or in-app alerts for key activities like shift changes or clock-ins.
π Labor & Performance Insights
π Using the Analytics Dashboard
Understand your labor costs, overtime trends, and absentee patterns.
π₯ Exporting Reports
Download shift, time, and performance data for payroll or HR teams.
π² Mobile App Support
π± Manager Tools on Mobile
Manage shifts, approve time-off, and chat with your team from your phone.
π€ Employee Self-Service
How employees can check schedules, request changes, and track hours.
π Security & Compliance
π Audit Logs & Data Export
View who made changes to what, and export for review.
π Labor Law Compliance Tips
Learn how ShiftZeal helps with fair scheduling laws, overtime, and required breaks.
π Still Need Help?
Visit our Help Center or contact support@shiftzeal.com for personalized assistance.
π Live Chat: Available MondayβFriday, 9AMβ6PM (Your timezone)
βοΈ Want More?
Suggest a guide topic! We regularly update this section based on your feedback. Email us at guides@shiftzeal.com