An Hour of Setup. Years of Schedule.
Every shift on the calendar links back to a person, a position, and a location. Setup is where you define those three dimensions plus the rules that bind them — which employment types apply where, which positions each person is qualified for, which holidays each location observes. Most teams complete the initial setup in an hour, and only revisit it when they hire, open a new site, or change how they categorize roles. Once it's done, the scheduler has everything it needs to surface the right candidates for every shift you create — and to flag conflicts before they reach payroll.
Five Things, in This Order.
Each step builds on the last. Skipping ahead means re-doing work.
Add your locations.
One per physical site. Each location can have its own work policies, holidays, and country override — useful for cross-border operations.
Add areas and positions.
Areas group positions inside a location (front of house / kitchen, salesfloor / stockroom). Positions are the roles people work.
Invite your people.
Email invitation. They activate their own account, set their password, and pick their language.
Set eligibility.
Mark which positions each person can work at which locations. The scheduler only offers them as candidates where they're qualified.
Define your employment types.
A Full-Time type is created for you at signup. Add the ones you actually run — part-time, hourly, on-call, whatever you call them. Each carries its own contracted hours, its own work policy with the hour limits and overtime tiers, and its own leave policies.
Optional, but Worth Knowing.
None of these are required to start scheduling — add them when you need them.
Skills
Filter who can fill a slot beyond just position eligibility. A bartender might also be a barista; a nurse might also be a phlebotomist.
Holidays
Statutory and regional holidays preloaded per country. Add manual ones for company days off, opening events, or peak-season blocks.
Payroll & Budgets
Your payroll frequency sets the pay cycle (weekly, bi-weekly, monthly). Budgets set the labor-cost target the forecast report compares against, over the date range you choose.
Where to Go Next.
The pages that sit next to this one — and the documentation when you want the detail.
Roles & Permissions
Five roles come with Shiftavo. On Plus, add your own — copy one, name it, tick exactly what it does.
Roles & Permissions
Schedule & Coverage
Plan shifts on a calendar, apply templates, and watch the coverage grid go green. Compliance flags surface as you plan.
Schedule & Coverage