ShiftCare

This guide outlines Staff, Client and Price Book functionality as part of our Onboarding Sessions.

Onboarding - Session 1 Guide: Staff, Client, Price Books

This guide outlines Rostering and SCHADs functionality as part of our Onboarding Sessions.

Onboarding - Session 2 Guide: Rostering and SCHADs

This guide outlines Timesheets and Invoicing functionality as part of our Onboarding Sessions.

Onboarding - Session 3 Guide: Linking Payroll System, Timesheets and Invoicing

Dimas Triaji

This series of articles will help you and your team setup ShiftCare to ensure you have everything you need to start rostering, invoicing and generating timesheets

Onboarding with ShiftCare

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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