Subshift

Adding a worker

There are two ways to add a worker: create the record manually (then invite them separately), or use the invite flow which creates the record and sends an email in one step.

Option A — Manual creation

  1. Go to Workers in the sidebar and click Add worker.
  2. Fill in the worker's name, email address, phone number (optional), and any internal notes.
  3. Under Positions, select every position this worker is qualified for.
  4. Click Save.
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The new worker form showing name, email, and position selection.

The worker record is created with Inactive status. To make them eligible for shift matching, activate them from their profile page and send an invite so they can access the Worker App.

Option B — Invite by email

From the workers list, click Invite worker. Enter the worker's email address. An invite email is sent with a registration link. When the worker sets their password, their account is automatically activated and they can log in to the Worker App.

Note

Invite links expire after 7 days. If the worker misses the window, go to their profile and send a new invite.

Managing the pending invite

After sending an invite, a pending-invite banner appears on the worker's detail page. From there you can:

  • Resend — send a fresh invite email with a new link.
  • Copy link — copy the invite URL to share via another channel (SMS, WhatsApp, etc.).
  • Cancel invite — revoke the link immediately.

Setting positions after creation

If you forgot to set positions when creating the worker, go to their detail page and use the Positions section to add qualifications. Workers without any positions are not eligible for any shifts.

Tip

Positions can be added or removed at any time. Removing a position from a worker prevents them being matched to future shifts for that role but does not affect shifts already accepted.

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