ヘルプセンター
回答と製品ガイドを見つける
チームの業務を円滑に進めるためのハウツー記事やウォークスルーをご覧ください。
-
How Managers Clock In, Clock Out, or Start Breaks for a Team Member
Use Work Detail to perform the time-clock action currently available for a team member and verify the result.
-
How Managers Review Schedule Requests
Start from Request Center on the home screen, open the claim or release queue, and approve or reject pending schedule requests.
-
How Managers Review Time Correction Requests
Compare requested shift times with the original record, then approve or reject the correction.
-
How Managers Review Time-Off Requests
Review a team member's time-off details, attachments, and paid status before approving or rejecting the request.
-
How ShiftFlow Notifications Work
Understand notification permission, common alert types, destination links, account context, and Chat mute behavior.
-
How ShiftFlow Uses Your Location
See what ShiftFlow records, when, and how to choose the right location permission on your iPhone or Android.
-
How Team Members Use Cost Codes
Select the right Cost Code after a Job Code when clocking in or switching work during a shift.
-
How to Add Mileage in ShiftFlow
Enable the Mileage field, then let team members add miles from the active shift screen.
-
How to Add Shift Notes
Capture on-the-fly context while a shift is running.
-
How to Add Time or Time Off from a Timesheet
Use the Reports action menu to add a missing worked Shift or enter Time Off for the correct team member and date.
-
How to Add Tips in ShiftFlow
Enable the Tip field, then let team members save tip amounts from More Actions while they are clocked in.
-
How to Allow Team Members to Create Shifts
Enable or disable the account permission that lets team members add missing worked shifts from their Timesheet.
-
How to Archive and Restore Job Codes
Remove a Job Code from new selections without deleting its historical time, then restore it when needed.
-
How to Change Account Currency
ShiftFlow supports all major currency signs.
-
How to Change Account Distance Unit
Use miles or kilometers to match your region and reporting.
-
How to Change Account Time Zone
Adjust the account time zone for accurate overtime and pay period calculations.
-
How to Change App Language
Open App Preferences and choose the language you want ShiftFlow to use on this device.
-
How to Change Duration Format
Choose whether durations appear as hours and minutes or as decimal hours.
-
How to Change Time Off Settings
Adjust the time off categories your team tracks and controls how requests are paid.
-
How to Claim or Release a Scheduled Shift
Open the shift, send a claim or release request, and wait for manager approval.
-
How to Claim or Release an Open Shift
Open a published schedule entry and send a claim or release request for manager review.
-
How to Clock In
Clock in from the Clock tab, confirm your photo and location if prompted, and start your shift.
-
How to Clock In and Out Offline
Record a shift without a network connection, then upload the offline timeline when service returns.
-
How to Configure Clock In Job Code Requirements
Configure whether team members must select a job code when clocking in with Enforced, Prompted, or Flexible modes.
-
How to Configure Location Tracking
Enable location tracking, choose enforcement, and keep your sites list current.
-
How to Contact Support, Send Feedback, and Read Release Notes
Choose the correct ShiftFlow help entry and include the details needed to investigate a product problem.
-
How to Control Where and When Team Members Can Clock In
Choose whether the team uses mobile or kiosk time clocks and set an early clock-in window for scheduled shifts.
-
How to Copy, Filter, and Clear a Team Schedule
Filter the team schedule, reuse a prior week, copy forward, clear a week, and export a printable schedule.
-
How to Create a Job Code
Start from the More menu, open Job Codes, and create a new job code with optional work site, pay rate, and estimated revenue settings.
-
How to Create a New Business Account
Create a business account and set the initial profile, business, workweek, Pay Period, validation, and extra fields.
-
How to Create and Manage Cost Codes
Enable Cost Codes, create reporting categories, review hours, and archive or restore codes safely.
-
How to Create and Manage Departments
Group your team into departments with their own managers and members.
-
How to Create and Manage Work Sites
Create a Work Site, verify its map area, connect Job Codes, and safely edit or delete the location.
-
How to Create and Publish a Schedule
Build the week's schedule, save draft shifts, and publish the schedule when it is ready for the team.
-
How to Create, Edit, and Delete a Shift
Add an actual worked shift, update its details, or permanently remove it from a timesheet.
-
How to Deactivate or Reactivate a Team Member
Remove a team member's access without losing their records, then reactivate them anytime.
-
How to Delete My Account
Permanently delete your account and remove personal data from active systems.
-
How to Edit or Delete a Scheduled Shift
Correct or remove planned work in Team Scheduler and understand how published changes affect team members.
-
How to Edit Shift Time and Breaks
Correct an existing shift, add paid or unpaid breaks, and verify the updated hours.
-
How to Enable and Use Team Chat
Enable Team Chat, start direct or group conversations, share files, and manage conversation settings.
-
How to Enable Auto Clock Out
Automatically clock out open shifts by maximum duration, by a cutoff time, or with both settings together.
-
How to Enable Bonus for Shifts
Allow managers to add shift bonuses and capture them on timesheets.
-
How to Enable Mileage Tracking
Track mileage alongside shifts and optionally apply a reimbursement rate.
-
How to Enable Tip Tracking
Let team members record tip amounts from the active shift screen.
-
How to Export Timesheets and Reports
Export payroll-ready reports, expense files, and printable schedules from the parts of ShiftFlow that manage them.
-
How to Find Past Shifts and Shift History
Find your completed shifts, open the full record, and understand the activity timeline and later edits.
-
How to Find Your Time Clock Kiosk PIN
Open the More tab and find the Time Clock Kiosk PIN card used for shared-device clock in.
-
How to Invite Team Members
Invite team members with a shareable link, QR code, or 6‑character code.
-
How to Join a Team with an Invite Code
Join your team using a 6‑character invite code.
-
How to Make a Team Member an Admin
Promote a team member to Admin so they can help manage your team and account.
-
How to Manage Group Chats
Update a group name or image, manage members, mute notifications, review shared content, or leave the group.
-
How to Manage Job Code Access, Pay, and Work Sites
Control who can use a Job Code, its default pay and revenue settings, and the Work Site connected to it.
-
How to Manage Your ShiftFlow Subscription
Review your plan and renewal, update billing, and find receipts for web or app-store subscriptions.
-
How to Manually Add Team Members Without a Smartphone
Add team members who don’t have a smartphone or email by creating their profile manually.
-
How to Read a Timesheet and Mark a Pay Period Paid
Review hours, exceptions, Job Code totals, and pay-period status before marking time Paid.
-
How to Read ShiftFlow Reports
Read team hours, estimated pay, Job Code performance, and extra shift fields for a selected date range.
-
How to Request a Time Correction
Open a completed shift, edit the correction you need, and submit the request for manager approval.
-
How to Request and Manage Time Off
Follow time off from a team member's request through approval, editing, withdrawal, and deletion.
-
How to Review Team Attendance
Compare published scheduled shifts with actual punches and review attendance exceptions by team member.
-
How to Set a Team Member's Pay Rate
Add or update a team member's hourly pay rate so it flows into timesheets and reports.
-
How to Set Account Break Policy
Configure break modes, types, and safeguards to match your policies.
-
How to Set Account Overtime Rules and Rates
Set daily and weekly thresholds and multipliers so overtime calculates correctly.
-
How to Set Account Pay Period
Align timesheets with your payroll cadence by setting pay periods.
-
How to Set Account Time Rounding
Keep timesheets consistent with configurable rounding for clock‑ins and clock‑outs.
-
How to Set Account Work Week Start Day
Set the weekday your work week begins so timesheets, overtime, and exports align with payroll.
-
How to Set Photo Validation
Ask for a photo at clock-in and decide whether it is optional or required.
-
How to Set Up Kiosk Mode
Turn a shared device into a team clock so members can verify and clock in without using their own phones.
-
How to Set Up Shift Differential Pay
Set a default premium and define the weekdays and time windows that earn shift differential pay.
-
How to Set Up Weekday Premium Pay
Use Shift Differential to turn premium pay on for specific weekdays and save the schedule that should earn extra pay.
-
How to Setup Holiday Pay
Configure the default holiday premium, choose the official holiday calendar, and add any custom holidays your business needs.
-
How to Sign In or Reset Your Password
Sign in with email or a supported provider, verify your email, and recover access with a password reset.
-
How to Start and End a Break
Start a paid or unpaid break during a shift, monitor its timer, and return to work correctly.
-
How to Switch Between 12-Hour and 24-Hour Time
Choose whether ShiftFlow shows times in 12-hour or 24-hour format on this device.
-
How to Switch Between ShiftFlow Accounts
Change the active business account safely and understand what refreshes when the account changes.
-
How to Switch Jobs During a Shift
Move time from one job or cost code to another without ending your active shift.
-
How to Track Expenses
Add expenses during a shift, save receipts, and review or export them later from the expense center.
-
How to Transfer Account Ownership
Assign a new account owner with full administrative control.
-
How to Troubleshoot Location Updates
Fix missing, stale, or inaccurate location updates and separate device-permission issues from Work Site configuration.
-
How to Troubleshoot Missing Notifications
Restore missing ShiftFlow alerts by checking permission, system delivery, Chat mute, account context, connectivity, and app state.
-
How to Turn Haptics On or Off
Control vibration feedback for supported actions on supported mobile devices.
-
How to Understand Job Code Performance
Interpret Job Code cost, estimated revenue, profit health, team hours, expenses, and Cost Code breakdowns.
-
How to Understand Shift Pay Calculations
Trace Regular, Overtime, Double Overtime, premium, Flat Rate, and extra pay lines for a shift.
-
How to Update a Team Member's Name or Photo
Edit a team member's name or profile photo from their profile screen.
-
How to Update My Business Logo
Keep your brand consistent by updating your business logo.
-
How to Update My Business Name
Keep organization details current by updating the business name.
-
How to Update Your Profile and Kiosk PIN
Change your own profile photo, display name, and Time Clock Kiosk PIN without editing account-level team data.
-
How to Use Live Activities During a Shift
Follow an active Shift or break from the iPhone Lock Screen and Dynamic Island without changing recorded time.
-
How to Use Notes Manager
Review notes and photos across shifts, open the related record, and update notes from one manager view.
-
How to Use ShiftFlow on Web and Tablet
Use the wider ShiftFlow layout, browser downloads, device permissions, and shared-tablet Kiosk Mode appropriately.
-
How to Use the Team Work Status View
Scan who is working, on break, clocked out, or awaiting a scheduled start and open a member's Work Detail.
-
How to Use Threads, Reactions, Pinned Messages, and Read Receipts
Use message actions to keep Chat organized and understand who has seen a group message.
-
How to View a Team Member's Shifts, Time Off, and Pay History
Use a team member's Profile to review their worked shifts, time off records, and applicable pay-rate history.
-
How to View the Team Activity Timeline
Open the timeline to review clock-ins, requests, approvals, and other recent team activity.
-
How to View Your Team on the Map
Use the team map to see active team members on the clock and get a quick view of current field coverage.
-
How Trial and Seat Limits Work
Understand trial countdowns, included team seats, overage messages, upgrade ownership, and time-clock access blocks.
-
Understanding Teammate Location Permissions
What Always, While Using, and Off mean when you view your team's location permissions, and how a teammate changes theirs on iPhone or Android.
-
What Can Team Members See in ShiftFlow?
Understand what regular team members can see, what stays manager-only, and how ShiftFlow protects sensitive team information.
-
Why Can't I Clock In?
Find the message or missing control that is blocking clock-in and follow the correct fix.