Skip to main content

Employees Tab

Updated this week

Overview

The Employees page allows administrators to search for employee profiles, add new employees, import employee lists in bulk, and assign locations.

In addition, how to edit employee profiles and update assigned locations. These actions allow managers to correct employee information, update roles, and maintain accurate location assignments.

These tools help keep employee records organized and up to date.

When to Use This

Use these steps when:

  • An employee’s job title or role changes

  • An employee’s email address needs to be added or updated

  • An employee begins working at additional locations

  • An employee’s primary location needs adjustment

  • You cannot locate an employee and must search for their profile

Step-by-Step Instructions

Video Instruction

1. Open the Employee List

  1. Log in to Shiftlab.

  2. Select Employees from the top-right navigation bar.

  3. The full employee list will display.

2. Locate the Employee

You can locate an employee in one of two ways:

  • Type the employee’s name into the Search field and press Search.

  • Scroll through the employee list and select their name.

3. Edit Employee Profile Information

  1. Select the employee’s name to open their profile.

  2. Select Edit in the top-right corner.

  3. Update the necessary fields, such as:

    • Job title (e.g., change from Sales Rep to Store Manager)

    • Email address

    • Other profile details as needed

  4. Select Save Changes to apply the updates.

4. Update Assigned Locations

  1. Scroll to the Assigned Stores section of the employee profile.

  2. Confirm or update the employee’s Primary Location by checking the appropriate box.

  3. To add a new location:

    • Select Assign Location

    • Choose the Area, District, and Store

    • Select Save

  4. The new location will be added to the employee’s profile.

5. Return to Scheduling

After saving all edits and location updates, navigate back to your scheduling page as needed.

Key Details & Definitions

  • Employee Profile: The collection of personal, role, and location data associated with each employee.

  • Primary Location: The main store where the employee is scheduled or reports.

  • Assigned Locations: All locations where the employee is authorized to be scheduled.

  • Edit Mode: The state that allows changes to employee information.

Troubleshooting & FAQs

I cannot find the employee in the list.
Use the search bar and confirm the employee is not excluded or inactive.

I updated a field but do not see the changes.
Ensure you selected Save Changes before navigating away.

The location list is empty when assigning a store.
Confirm your Area and District selections match your company structure.

Related Articles

Did this answer your question?