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Manager

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.

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.

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⚡

Auto-Scheduling

Let ShiftFlex automatically assign shifts based on availability, skills, and hours constraints.

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🔄

Approving Swaps

Review and approve or reject employee shift swap requests in seconds.

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⏱️

Time Approval

Review employee time logs, approve or flag discrepancies before running payroll.

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💰

Payroll & Pay Periods

Define pay periods, export payroll reports, and manage tips and expenses.

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👥

Team Management

Invite team members, manage skills, review certifications and documents.

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📊

Analytics

Track fill rates, revenue, top performers, and location performance with exportable charts.

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🚨

Incident Management

Review, update, and resolve incidents reported by your team during shifts.

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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
📝
Multi-Organization Support

If you manage multiple businesses, ShiftFlex supports multiple organizations under the same account. Switch between them from the organization selector on the home screen.