ShiftWiz Guides

1. Go to shiftwiz.app/signup.
2. Enter your store name, your name, email, and a password.
3. Choose a workspace slug. This becomes your custom URL (for example, your-slug.shiftwiz.app).
4. Click Sign Up.

You get a 14-day free trial with full access to every feature. No credit card needed.

1. Go to Employee Roster from the sidebar.
2. Click Add Employee.
3. Enter name, email, and phone (optional).
4. Set the role: admin, manager, or employee.
5. Set min and max weekly hours. The engine uses these to distribute hours fairly.
6. Toggle opener/closer certifications if this person can open or close the store alone.
7. Set scheduling priority. Higher priority means the employee gets preferred shifts first.
8. Rate their skills (reliability, initiative, attention to detail). These help the engine make smarter assignments.

To let an employee log in, click Invite on their roster card. They receive an email with a temporary password they can change on first login.

1. Go to Store Settings from the sidebar.
2. Set the open and close times for each day of the week.
3. Mark any days your store is closed.

Store hours determine when shifts can be scheduled. They also help auto-generate shift templates so you do not have to build everything from scratch.

Templates define your shift types: opener, mid-day, closer, and so on.

1. Go to Shift Templates from the sidebar (or use the Setup Wizard on first login).
2. Each template has a name, start time, end time, and required staff count.
3. You can set different staff counts for weekdays vs. weekends.
4. Use one of the built-in presets (coffee shop, restaurant, retail) or create custom templates.

The engine uses these templates every time it generates a schedule. More templates means more flexibility in how shifts are assigned.

1. Go to Schedule View from the sidebar.
2. Pick the week you want to schedule.
3. Click Generate Schedule.
4. The engine runs multiple strategies simultaneously and picks the best result.
5. You will see a quality score (0 to 100) with a breakdown of coverage, fairness, labor compliance, and preferences.
6. Review the schedule. Make manual adjustments if needed.
7. Click Publish when you are ready. Employees get notified automatically.

Employees log in with their email and the password from their invite. Once logged in, they can:

• View their schedule for any week.
• Set their weekly availability (which days and hours they can work).
• Request time off.
• Request shift swaps with other employees.
• See upcoming shifts with countdown timers.
• View estimated hours and pay.

The employee portal works on any device. No app download required.

1. Employees go to My Availability from the sidebar.
2. Toggle each day on or off.
3. For available days, set start and end times.

This tells the engine exactly when each person can work. Availability repeats weekly until changed. Employees can also submit one-time availability changes for specific dates.

1. Employees go to Time Off from the sidebar.
2. Click Request Time Off.
3. Pick start and end dates.
4. Choose all-day or partial day (with specific times).
5. Add an optional reason.
6. Click Submit.

Managers see pending requests and can approve or deny them. Both approved and pending time-off requests block the engine from scheduling that person during those dates.

1. Go to Shift Swaps from the sidebar.
2. Pick the shift you want to give up.
3. Select another employee to swap with, or broadcast the request to everyone.
4. The other employee accepts or declines.
5. If accepted, a manager approves the final swap.

The engine learns from swap patterns over time. If someone keeps swapping away a certain type of shift, the engine stops scheduling them for it in the future.

The Schedule View shows the full week grid. Each shift card displays the employee name, time, and shift type. Shifts are color-coded: green for opener, amber for mid-day, blue for closer.

• Edit a shift: Click any shift card to change its details.
• Reassign: Drag a shift to a different employee.
• Add a shift: Click the + Add Shift button to create a new shift manually.
• Delete a shift: Click the trash icon on any shift card.
• Regenerate a single day: Right-click a day column to regenerate just that day without affecting the rest of the week.
• Undo: Press Ctrl+Z or click the undo button in the toolbar.
• Navigate weeks: Use the left and right arrow buttons.
• Publish: Click Publish when the schedule is ready. Employees are notified.

1. Click on any day header in the Schedule View to add a note.
2. Write plain English instructions. For example:
   • "Jordan needs Friday off"
   • "Extra staff Saturday"
   • "No early shifts for Alex this week"
3. Save the note.

The engine reads these notes and adjusts the schedule automatically. Notes are saved per-week and visible to all managers.

1. Go to Store Settings from the sidebar.
2. Scroll to Coverage Rules.
3. Set minimum staff requirements by time of day. For example:
   • At least 2 people from 6am to 9am.
   • At least 3 people from 9am to 2pm.
   • At least 2 people from 2pm to close.

The engine uses these rules to make sure you are never understaffed during busy periods.

1. Go to Employee Roster from the sidebar.
2. Click Pairings.
3. Create buddy pairs for employees who work well together and should be scheduled on the same shifts.
4. Create conflict pairs for employees who should never be scheduled together.

The engine respects these rules every time it generates a schedule. Buddy pairs get scheduled together when possible, and conflict pairs are always kept apart.

1. Go to Store Settings from the sidebar.
2. Scroll to Locations.
3. Click Add Location to create a new one.

Each location gets its own store hours, shift templates, employees, and schedules. Switch between locations using the dropdown in the sidebar. Employees can be assigned to multiple locations.

The Manager Dashboard gives you a quick overview of everything happening:

• Today's shifts: Who is working right now and when their shifts end.
• Coverage gaps: Upcoming times where you are short-staffed.
• Pending requests: Time-off and swap requests waiting for approval.
• Labor cost summary: Estimated labor costs for the current and upcoming weeks.

The Availability Heatmap (accessible from the sidebar) shows a visual grid of who is available and when, across your entire team. Use it to spot scheduling gaps at a glance.

You can also export payroll data as a CSV file for use in your payroll system.

1. Open the Chrome Web Store and search for "ShiftWiz".
2. Click Add to Chrome.
3. Click the extension icon in your browser toolbar.
4. Enter your workspace slug (for example, "zbeans" for zbeans.shiftwiz.app).
5. Log in with your ShiftWiz email and password.

The extension connects to your ShiftWiz account and detects which scheduling platform you have open (Sling, Toast, or none).

1. Open Sling in Chrome.
2. Click the ShiftWiz extension icon. It detects Sling automatically.
3. The import wizard walks you through 3 steps:
   • Navigate to Locations in Sling and click Read.
   • Navigate to Positions in Sling and click Read.
   • Navigate to Employees in Sling and click Read.
4. Once all 3 are read, click Import All to ShiftWiz.

Your employees, availability, and time-off are synced into ShiftWiz. After importing, set hours and certifications on the onboarding screen.

1. Open Toast scheduling in Chrome.
2. Click the ShiftWiz extension icon. It detects Toast automatically.
3. Click Read Current Tab.

Toast is a single-scan import. Employees, shifts, time-off, and availability are all read at once. After scanning, click Import All to ShiftWiz.

With the extension open on a Sling or Toast tab:

1. Click Generate. The engine builds an optimized schedule.
2. Preview the schedule in the extension popup.
3. Click Push to Platform.
4. The extension creates each shift on your platform automatically, showing progress as it goes.
5. After pushing, it verifies the results by re-reading from the platform.

If any shifts overlap with existing ones on your platform, you get a conflict warning before pushing. You can cancel the push at any time.

You can open the extension on any tab and still generate and preview schedules, as long as your account is set up with employees and shift templates.

However, importing from a platform and pushing schedules back requires a Sling or Toast tab to be open.

For full standalone use without the extension, go to your workspace URL directly (for example, zbeans.shiftwiz.app).

Every generated schedule gets a score from 0 to 100. The score is graded across five categories:

• Coverage (30 points): Are all shifts filled? No gaps in staffing.
• Min-Hours Compliance (25 points): Are minimum hour agreements met for each employee?
• Fairness (20 points): Are hours balanced within each person's min/max range?
• Labor Law (15 points): No overtime issues, enough rest between shifts, not too many consecutive days.
• Preferences (10 points): Shift preferences and swap history respected.

A score of 90 or above is excellent. You can see the detailed breakdown to understand exactly where points were gained or lost.

When generating a schedule, the engine evaluates all of the following:

• Availability windows per employee per day.
• Time-off requests (both approved and pending).
• Min and max weekly hours for each person.
• Opener and closer certifications.
• Skill ratings and scheduling priority.
• Weekend rotation fairness.
• Cross-week hour balancing.
• Labor budget limits.
• Coverage requirements by time of day.
• Employee pairings (buddy and conflict pairs).
• Shift preference history from past swaps.
• Day notes written in plain English.
• Historical sales data for demand forecasting.
• Rest period requirements (minimum 8 hours between shifts).
• Consecutive day limits (max 6 in a row).

All of these factors are weighed simultaneously. The engine runs multiple strategies and picks the result with the highest quality score.

1. Click your name in the sidebar to open account settings.
2. From here you can:
   • Change your name, email, or password.
   • Manage notification preferences.
   • View your current plan status and trial countdown.

ShiftWiz is $29/month. No per-seat fees, no tiers, no upsells. Everything is included.

1. Go to Store Settings from the sidebar.
2. Scroll to the Billing section.
3. Click Subscribe. You will be redirected to Stripe for secure payment.

Founding members lock in $29/month permanently, even if the price goes up later.

To manage your subscription or cancel, click Manage Billing in the same section. This opens the Stripe billing portal. Cancel anytime. Your data stays safe after cancellation.

• ShiftWiz never sells your data.
• All communication is encrypted (HTTPS).
• Passwords are hashed and never stored in plain text.
• The Chrome extension stores a session token locally. It never stores your password.
• The extension reads scheduling data from the page. It never accesses your Sling or Toast login credentials.

Full privacy policy at shiftwiz.app/legal/privacy.