Showing guides for organization managers. Set up your workspace, staff events, approve hours and pay your team.
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Getting StartedSet up your organization, your team and your first event.3 articlesStaffing & SchedulingEvents, shifts, offers and bookings.3 articlesWorkers & Staff PortalFor workers: shifts, check-in, credentials, recaps and pay.3 articlesEvent OperationsEvent day: attendance, Live, Event Packs and recaps.1 articleClients & CRMClient accounts, contacts, quotes, invoices and the Client Portal.2 articlesPay & ExpensesHours review, approvals and payment records.2 articlesCommunicationsEmail, text messaging, WhatsApp and message settings.2 articlesReports & AdministrationReports, roles, workspace settings and troubleshooting.1 article
Getting started
Set up your organizationThe first settings to check after you create your ShiftCandy organization.Invite your teamGive managers and coordinators access to your organization.Create an eventAdd the work itself: dates, place and shifts.Send shift offersOffer open shifts to workers and track their answers.Check in and check outFor workers: record when you start and finish a shift.Review and approve hoursFor managers: turn check-in times into approved, payable hours.
Popular articles
Create an eventAdd the work itself: dates, place and shifts.Send shift offersOffer open shifts to workers and track their answers.Review and approve hoursFor managers: turn check-in times into approved, payable hours.Invite workers to the Staff PortalGive workers their own sign-in to see shifts, tasks and pay.Complete a recapFor workers: submit your shift report after an event.Set up your organizationThe first settings to check after you create your ShiftCandy organization.
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