Manager Overview
As a Manager in ShiftFlex, you control your organization's scheduling, team, payroll, and analytics. Here's a map of everything available to you.
App Navigation
The Manager app is organized into five main tabs at the bottom of the screen:
| Tab | What you'll find |
|---|---|
| Dashboard | At-a-glance pending actions, recent activity, quick action buttons with live counts for pending swaps, time approvals, and incidents |
| Shifts | All shifts organized by status — open, claimed, in progress, and completed. Create new shifts from here. |
| Roster | Calendar view of all scheduled shifts across your team. Filter by employee, location, or role. |
| Team | View all employees, their profiles, skills, certifications, and availability. |
| Settings | Organization settings, locations, billing, announcements, payroll, analytics, and more. |
The Manager Dashboard
Your dashboard shows everything that needs attention right now. The Quick Actions section shows live badges:
- Pending Swaps — number of shift swap requests awaiting your approval
- Time Approvals — employee time logs flagged for review
- Incidents — open incident reports that need your attention
Tap any quick action to jump directly to that screen.
Key Manager Workflows
Shifts & Scheduling
Create, edit, and manage shifts using single creation, templates, or bulk scheduling tools.
→Auto-Scheduling
Let ShiftFlex automatically assign shifts based on availability, skills, and hours constraints.
→Approving Swaps
Review and approve or reject employee shift swap requests in seconds.
→Time Approval
Review employee time logs, approve or flag discrepancies before running payroll.
→Payroll & Pay Periods
Define pay periods, export payroll reports, and manage tips and expenses.
→Team Management
Invite team members, manage skills, review certifications and documents.
→Analytics
Track fill rates, revenue, top performers, and location performance with exportable charts.
→Incident Management
Review, update, and resolve incidents reported by your team during shifts.
→Roles & Permissions
ShiftFlex supports three levels of access within an organization:
| Role | Description | Can create shifts | Can manage billing |
|---|---|---|---|
| Owner | Full access, including billing and deleting the org | ✅ | ✅ |
| Manager | Full operational access, no billing | ✅ | ❌ |
| Employee | Can view/claim shifts, no administrative access | ❌ | ❌ |
Organization Settings
Access settings by tapping the gear icon. Key areas include:
- Organization Info — name, logo, timezone, industry
- Locations — add/edit work locations with GPS coordinates
- Skills — create and manage skills required for shifts
- Invitations — send and manage team invites
- Announcements — post organization-wide messages
- Documents — review and verify employee certifications
- Billing — manage your subscription plan
- Audit Logs — view action history across your organization
If you manage multiple businesses, ShiftFlex supports multiple organizations under the same account. Switch between them from the organization selector on the home screen.
Frequently Asked Questions
What can managers do in ShiftFlex?
Managers can create and publish shifts, assign employees directly or post to the feed, approve shift swaps, manage the team roster with skill and certification tracking, run payroll for pay periods, view analytics, and send announcements to the team.
How do managers control who can claim a shift?
Managers set required skills and certifications when creating a shift. Only employees who hold valid certifications for those roles see the shift in their feed and can claim it. This is enforced automatically — no manual vetting required.
Can managers manage multiple locations in ShiftFlex?
Yes, on the Cluster Pro plan. Managers can oversee all locations in a franchise cluster from a single dashboard, create shifts at any location, and enable cross-location shift swapping and the surge pricing marketplace.