Admins/Managers
Helpful articles about using MakeShift's interface and MakeShift Live for admins.
Account Details
- How to Cancel Subscription
- How to Add Time Off Types
- How to Reactivate Subscription
- Access Invoice History
- Update Billing Information
- Language Preference
The Schedule
- Overview of the Employee Department Calendar
- Set and View Weekly Labour Budget in Dollars
- Reorder Employees on the Schedule
- Scheduling by Position
- Scheduling by Job Site
- Creating Available Shifts
- Managing Available Shifts
- Adding Time Off to an Employee's Schedule
- Approving Time Off Requests
- Copy and Paste a Full Week Schedule
- Copy and Paste Job Site Requirements
- Adding a Rotation from the Department Schedule
- Set and View Daily Labour Budgets
- Hide Labour Budget Bar
- Change Day of the Week the Schedule Starts On
- Filter Through Employees
- Print the Daily Schedule
- Print the Weekly Schedule
- Change the Time Format Preference (12 or 24-hour clock)
Locations and Departments
- Creating Locations
- Creating Your First Department
- Adding Additional Departments
- Creating Job Sites
- Creating Positions
- Creating Shift Templates
- Creating a Rotation
- Fatigue Management Rules
- Managing Time Off Settings
- Sending Announcements
Employees
- How to Schedule a Location or Company Admin
- Adding a New Employee to a Department
- Creating an Employee on the Users List
- Importing Users via CSV
- Add an Existing Employee to Another Department
- Adding and Removing Employees from a Department
- Explaining Roles
- How to Invite an Employee to MakeShift
- How to Reset an Employee's Password
- Assigning Departments, Employment Type, and Roles to Multiple Users
- Archive an Employee
- Restore Archived Employees
- Managing an Employee's Positions
- Managing an Employee's Job Sites
- Managing an Employee's Skills
- Managing an Employee's Availability
- View an Employee's Time Off History
- View Monthly Employee Schedule
- Clear Multiple Shifts from an Employee's Schedule
Analytics
Time & Attendance
- Configuring Payroll Settings
- Overtime Rules
- Breaks
- Pay Period
- Timesheet Rounding and Notifications
- Stat Holidays
- Setting a Department's Geofence
- Setting a Job Site's Geofence
- Standalone Time Clock Setup
- Desktop Time Clock Mode
- View and Edit Timesheets
- How to View a Timesheet Audit
- Employee Photo Punches
- How to Approve Timesheets
- How to Re-Open Timesheets
- How to Export Timesheets to Payroll
- Print Timesheet by Employee
- Print Timesheet by Department
MakeShift Live for iOS
- How to Download the App
- How to Sign In
- Approving Time Off Requests
- Setting Notification Language Preferences
- Setting Notification Preferences
- Viewing Multiple Departments or Locations
- Viewing the Employee Directory
- Editing Employee Clock In/Out Times
- Creating a New Shift
- Editing and Deleting Shifts
- Posting an Available Shift
- Approving Available Shift Requests
- Approving Shift Exchange Requests
- How to Enter Time Clock Mode
- Setting Your Language Preference
MakeShift Live for Android
- Setting Notification Preferences
- How to Sign In
- Viewing Multiple Departments or Locations
- Viewing the Employee Directory
- Approving Time Off Requests
- Editing Employee Clock In/Out Times
- Creating a New Shift
- Editing and Deleting Shifts
- Posting an Available Shift
- Approving Available Shift Requests
- Approving Shift Exchange Requests
- How to Enter Time Clock Mode
- Setting Your Language Preference
- How to Download the App
ADP Client Resources
- How to Import/Deactivate a User from ADP Workforce Now
- Automatic Employee Import with ADP Workforce Now
- Schedule Integration with ADP Essential Time/Enhanced Time
- Time Off Integration with ADP Essential Time
- How to Export Schedule and Import into ADP Workforce Now
- How to Export Timesheets and Import into ADP Workforce Now Payroll