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Create your accountChoose how your team clocks inGet the mobile appAdd more locations as you growAdd your employeesInvite your team to the appCollect SMS consent (TCPA)Build and publish a scheduleSort, filter, and read the gridEmployee availability changesSchedule templatesWork the Compliance pagePaid sick leave: policies and balancesCustomize attestation questionsPay period review & certificationTraining: library, assignments, recordsCal/OSHA restaurant safety trainingGet ready for a Cal/OSHA or OSHA inspectionSet up the entrance tablet (PIN kiosk)Lock the tablet to the kiosk (manager passcode to exit)PINs explained: punch PIN vs Manager PINLock punches to the scheduleEarly clock-ins and late clock-outsThe Time Entries report, column by columnEmployees can ask for a punch correction — you approve or denyConnect DailyPay (earned wage access)Tip declarations at clock-outSet up the Attestation StationEmployees who work at multiple locationsDepartmentsApprove shift swapsSend announcementsTime off & PTOHR actions & AI-drafted noticesAccess levels: give someone manager accessOnboarding documents & the digital W-4Other documents on fileBilling, plans & seatsEditing pay after a run is locked (pay instruction)Adding bonuses, commissions and corrections to a pay period

Invite your team to the app

Send app invitations in bulk so employees can see shifts, get break reminders, and clock in from their phones.

🚀 Setup path · step 4 of 9

Employees with the SafeShift app get push break reminders (no SMS consent needed), see their schedule, request swaps, and — if you use app clocking — punch from their phones.

  1. 1

    Click “Invite team to the app”

    On the Team page, the Invite team to the app (N) button shows how many active employees don't have an account yet. Click it to preview exactly who will be invited before anything sends.

    The Team page with the Invite team to the app button
  2. 2

    Send the invitations

    Each person gets an email (in English and Spanish) with App Store / Google Play download badges and a personal setup link that's valid for 7 days. They create a password and they're in.

    The bilingual invitation email with store badges
  3. 3

    Track who's in

    Invites go by email, and — with the Also text the link box checked — by SMS too: people with a phone get a short link by text, and anyone who hasn't opted in to texts yet gets the SMS consent request with the link included, so one message does both jobs (a YES reply sends the link once more). The account chips on each row update automatically: No account → Invited → App account. SafeShift follows up by itself: anyone who hasn't set up their account gets a reminder email on day 3 and a last reminder on day 5, and the chip shows reminded ×1 / ×2. An invite that is still unused after 7 days flips to Unreached — invite expired: that person needs a word in person. Their expired link isn't a dead end either — the page it opens lets them request a fresh invite themselves, which restarts the 7 days. After someone sets their password, the page hands them straight to the app store (or opens the app if it's already installed). To see the whole picture, use the Invited · not signed up filter chip on the Team page, and the funnel strip at the top of the invite dialog shows Signed up / Invited / Reminded / Unreached / Never invited at a glance. Re-running the invite button only targets people who still haven't joined — nobody gets duplicate spam.

Good to know

  • Employees without email can still punch on the kiosk tablet with their PIN — the app is optional for them.
  • An employee's preferred language (English/Spanish) sets their app, web portal, kiosk prompts, and the reminders they receive by text and push. Set it on the Team page (edit or add an employee → Preferred language); the employee can change it any time in their app, and both sides always show the same value.

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