Moving from Excel, WhatsApp or another system · Shiftyer

Bring your staff, schedule and takings from the files you already keep, without typing them in again.

Bring your staff, schedule and takings from the files you already keep, without typing them in again.

Your staff list

On the team page choose "Import from file" and upload an Excel or CSV file, or paste the cells straight from Excel. Columns such as name, email, phone, position, hourly rate, employee number and start date are recognised, and every line that could not be read is shown with its line number before anything is saved.

New people receive an email with a link to choose a password. Anybody who already has an account is added to the company without a second one.

Leave balances

Vacation and sick balances from your previous system are entered as opening balances. From that date accrual continues by seniority, under the Annual Leave and Sick Pay laws.

Schedule and takings

An existing schedule comes in as one line per shift: date, hours and employee name. Shifts arrive as a draft and are published only when you decide. Daily takings come in the same way and feed the demand forecast.

What used to live in the WhatsApp group

The published schedule reaches every employee's phone, and each person can connect it to their own calendar so it updates by itself. Swaps, open shifts and team announcements stay in one place.

Payroll

Enter your payroll software's component codes once in settings, and download an import file from the reports with a line per employee per component. Before the file is made, anybody missing an employee number and any component missing a code is listed.