Our SMS gateway covers 819 networks in 220 countries, including Australia, New Zealand, South Africa, the UK and the USA. If you have trouble sending or recieving text messages please check the phone number is entered with the full international area code.
New user-defined columns can be added to both the "Staff" and "Facilities" screens. To add a new column:
1. Log in as an administrator.
2. Visit the staff or facilities screen.
3. Click the small plus (+) symbol on the right hand side of the column headings.
4. Type the name of your new column in the small box that appears.
5. Press enter to save.
Once you've added your new columns you can fill them with data via the staff and facility profiles.
If you've misplaced the email containing your tax invoice you can re-download it at any time from the "Top-ups" area of your rota. At the bottom you'll find a list of your past transactions along with links to download copies of the PDF tax invoices.
Of course! See below for 81 rota management tips & tricks.
- You can save your changes at any time by pressing CTRL + S.
- You can undo any unsaved mistakes by pressing CTRL + Z.
- You can make changes to multiple cells at once by box-selecting them first with your mouse.
- You can move back and forward through the weeks by pressing CTRL + left/right arrows on your keyboard.
- For the best experience we recommend using an up to date browser such Google Chrome, Safari or Firefox.
- You can right click any staff member or facility on your rota to swap their shift with another.
- To split groups of shifts you can add a separator by entering a dash "-".
- You can reorder your staff and facilities by dragging them up/down the left hand column of the rota.
- You can change all references to "Facility" to anything you like via the display settings screen.
- We will never extend your subscription or charge your credit card unless you request us to.
- If you top-up for 12 months you'll get an automatic 20% discount.
- You can save your data offline, so if you make a mistake or lose something, you can easily restore it!
- For better printer and layout options we recommend you export to PDF first.
- You can export your employees to a CSV file, make changes in Excel and then re-upload them.
- Real-time reporting on the staff view will help you track staff costs and hours while you're scheduling.
- You can use the reports to budget, forecast and track hours worked by staff and their associated costs.
- You can track staff holiday, sick leave, training and other types of leave with the time off report.
- You can quickly send a text or email at any time using the "Send a message" link in the menu.
- You can enter global hourly rates and rate exceptions for all staff from your rota settings.
- You can enable staff to edit their own schedule from the "Permissions" link on their staff profile.
- Outbox messages won't be generated for staff that have opted out of receiving rota updates.
- You can reset your staff passwords at any time from their staff profile.
- You can add as many employees as you want to your rota at no extra cost.
- Rotas once set up are continuous so it's best to leave specific dates out of the rota title.
- You can stop your time off managers from approving their own time off requests from the settings screen.
- You can use your text credits to automatically send shift reminders to staff the day before their shift.
- You can change the start date of your holiday year from the settings screen.
- You can add guests to your rota, giving them read-only access to view any upcoming shifts.
- You don't have to enter staff email addresses, first names or last names. Just enter their initials!
- You can change the first day of your reporting month from the settings screen.
- You can keep your staff's contact details private from each other with options found in your privacy settings.
- You can give staff the option to request and cancel shifts online. Requests are hidden until approved.
- You can filter the reports by facility for a closer look at your where your staff hours and costs come from.
- You can group the results of the budget report by week or month for a more top level view of your costs.
- If you copy one cell and box-select a range before pasting it will paste into all the selected cells.
- You can use the arrow keys to change the selected cell. You can hold shift to select a range of cells.
- You can take a top level view of staff time off throughout the year with the time-off planner.
- The notice board is public for all staff to share information. You can share files via the "Uploads" area.
- You can change the default colour of shift times, comments, requests and more on the colours and fonts screen.
- You can change the start and finish days defining your rota working week from the settings screen.
- You can change the "reply to" email address of staff alerts to any email address in your communications settings.
- You can switch the display format for times on the rota from 12 hour to 24 hour in your display settings.
- You can add time off from the rota by selecting a range, right click menu -> "Add" -> "Time off".
- You can add a new shift or comment by double clicking in a cell.
- If you want to copy a cell check you haven't selected an item inside it first (beware of the black arrow).
- If you type your staff or facility names as a comment the system will automatically match them up for you.
- You can quickly copy a shift by holding the shift key down while you drag it with the mouse.
- You can change the currency symbol in the reports from the help section or from your profile (as a manager).
- You can change the date formats in the system from the help section or from your profile (as a manager).
- You can customise the site with your own logo and sub-domain free of charge with any 12 month purchase.
- You can quickly transfer data to and from your templates by copying and pasting.
- You can close any message box with the ENTER key, or by pressing the first letter of the text on the button.
- To quickly select a column of cells you can click a cell and press CTRL + SHIFT + D.
- To quickly select a row of cells you can click a cell and press CTRL + SHIFT + R.
- To quickly add a staff holiday you can click a cell and press CTRL + SHIFT + H.
- You can copy and paste cells (one or more) with the keyboard using CTRL + C to copy and CTRL + V to paste.
- To scroll straight to the bottom of the rota press END or CTRL + END for the bottom right corner.
- To scroll straight to the top of the rota press HOME or CTRL + HOME for the top right corner.
- To scroll left and right along the rota press SHIFT + PAGEDOWN for right or SHIFT + PAGEUP for left.
- If you ever decide to leave just let your account expire. There's no need to delete yourself or deregister.
- By holding CTRL whilst selecting with your mouse you can create separate, split selections on the roster.
- To keep your report history accurate you can set start and end dates on staff pay rates as they change.
- Staff can request multiple shifts at once by highlighting multiple cells before right clicking to request.
- If you use multiple rotas you can update all rota contact preferences using the "Contact preferences" link.
- Administrators can add custom columns to staff and facilities, storing data specific to their business.
- Data stored in custom columns can be kept private, shared with managers, shared with staff or made public.
- Data stored in custom columns can be used to filter data across the system, including reports and the rota.
- You can filter your roster by facility, department, job title or any custom column you add to the system.
- Using formulas, you can create smart filters. Useful for filtering staff by age, or how much they're paid.
- You can set up a 2nd set of rates within Findmyshift to help track how much you should charge your clients.
- Staff can receive free push notifications for shift reminders on their Android and iOS devices.
- You can avoid duplicate rates for each day of the week by creating "Weekday" or "Weekend" rates.
- You can sort the staff and facility screens by clicking on the column headings.
- You can display departments and job titles of staff beneath their names of on the staff view.
- Administrators can choose to get notifications when their subscription or text credits are running low.
- Salaried staff can earn overtime by adding a "x1" rate multiplier beneath their overtime shifts.
- Staff that earn a day rate can earn hourly overtime by adding a rate multiplier to their overtime shift.
- When salaries, day rates or hourly rates are entered our reports can forecast labour costs in real time.
- Day rates are only ever paid when staff work a shift however salaries are paid every weekday regardless.
- Rate exceptions apply to day rates in the same way they do to hourly rates.
- You can set a shift as unpaid by adding "x0" or "Unpaid" in a comment beneath it.
The credits you buy are for text messages. Each credit you purchase is for one text message which is 160 characters in length. You have unlimited e-mail notifications included in the subscription price you've already paid.
Each time your text messages are sent we automatically add your staff member's log in details are added to the end so that they can log in to check their rota and shifts. Because of this, and because the amount of characters in their log in details vary, it's not possible to say how many characters are added but it is possible this takes the message length to over 160 characters. However, before the message is sent, you will be informed of how many message credits will be deducted and you are prompted to confirm this. At this point you are able to cancel and shorten your message if wish to.
On the communications settings screen of your rota you'll find an option titled "Reply-to email address for messages". This allows you to override the sender address for emails sent by Findmyshift.
One text message is 160 characters in length so if the message you're sending is longer than 160 characters, we need to split it up and charge you for each single message sent, though they appear to your staff as just one message. Each 160 characters sent requires 1 message credit.
Staff can be removed from your rota by entering a finish date in their profile. Staff profiles can be accessed and edited from the "Staff" page and clicking on the employee’s name.
You can also use the delete button on the a staff member's profile (under advanced options), which automatically sets their finish date to the day of the last shift they are scheduled to work on your staff rota. After doing this, if the employee still appears on the staff rota, it’s because there are shifts, schedules or time off in the future, past their finish date, that need to be cleared first.
Once the finish date on their profile has passed they will no longer be able to log in to your rota.
If you’ve cancelled the demo or would just like to run through it again, you can restart it by
clicking here.
Once you've logged in to your account, find your staff profile and click on "Show advanced options" and then click "Contact preferences". From here you can view and change your all email and text message notification preferences.
As a security measure, once staff have logged in and change their password their mobile number and email address are locked and can only be edited by themselves. This is to prevent rota managers from obtaining staff passwords.
Without this restriction, a manager could alter their staff member's contact details to their own, send themselves an email or text and retrieve the staff member's password.
When you add your staff members to your rota, welcome messages are automatically generated and queued in the outbox for each staff member. When sent these messages will include the staff log in and passwords for accessing their rota on Findmyshift.
If you have lost or deleted these messages your staff will need to use the "Forgot password" link on the login page. The "Forgot password" link will reset and email them their new password.
When you first visit Findmyshift we run a quick test to check the speed and capabilities of your computer/browser. Based on those results we're able to disable certain "nice to have" visual styles, such as animations, rounded borders, shadows and anything else that may slow down your computer.
Your browser is currently recognised as
If you think our rating is wrong, you can re-run the speed test at any time. Alternatively, you can override our results by declaring your browser as faster than average, average or slower than average.
Mis-aligned columns on the rota are usually the result of zooming in or zooming out using your browsers built in zoom function. For best results we recommend you do not zoom in or out when viewing your staff rota. Alternatively, you can disable the floating columns by right clicking the rota, selecting "Preferences" and unticking "Float date heading".
Staff can only see shifts that you've published. By default, the system is set to automatically publish shifts, however if you've switched this off you'll need to right click your rota and find the "Publish" menu and select the time period to publish.
An item highlighted in red on your staff rota notifies you when a staff member has requested a cancellation of a shift. By hovering your mouse over that entry you’ll see additional information about the cancellation, including the date cancelled and any reason provided by your employee.
To accept the cancellation you can right click on the entry and click "Accept". In the same way, to decline the request, click "Decline".
Yes, if you accidentally lose or delete some data, you're able to roll-back your rota to a particular point in time, although to do this you must be logged in as an administrator of your rota. Once logged in visit the "Backups" page under the "Settings" menu. From here you can restore a backup of your rota, including staff data, facilities, settings, shifts, shift requests, time off requests, outbox messages, notice board messages, budgets and pay rates.
Swaps take place automatically when a request matches a cancellation between two staff members. For the system to swap shifts between two staff members, a rota must have the following settings enabled; "Staff can swap shifts times without approval", "Staff can request shift times & comments" and "Staff can request cancellations of shifts times & comments". Swaps are also only possible when there are no facilities or comments allocated to either of the staff members on the day. If a swap is not processed automatically a manager can still approve the shift request and cancellation manually.
To publish multiple cells at once you must first select them, either with your mouse or with the right click "Select" menu. Once you have made a selection you can then right click and select "Publish". With this method by selecting all cells on screen the system will publish the entire date range. To select all cells on screen, press CTRL + A, or right click and select "Select" -> "All".
To delete multiple cells at once you must first select them, either with your mouse or with the right click "Select" menu. Once you have made a selection you can then right click and select "Delete". With this method by selecting all cells on screen the system will delete the entire date range. To select all cells on screen, press CTRL + A, or right click and select "Select" -> "All".
Time off entries and requests can be changed, cancelled, approved or declined from the rota by double clicking on the entry. Time off entries can also be managed from the "Time off" screen.
No, unfortunately we do not provide phone support to any customers at this stage, however we do provide email support 7 days a week, 365 days a year. If you have any questions, comments or suggestions, please don't hesitate to
get in touch via email.
You can't copy and paste staff accounts however you can export and then re-import them to your other rotas.
Yes, there's a range of shortcut keys you and your employees can use while viewing and editing your staff rotas:
| Save your changes on the rota | CTRL + S |
| Show next date range on the rota and reports | CTRL + → |
| Show previous date range on the rota and reports | CTRL + ← |
| Undo the last unsaved change on the rota | CTRL + Z |
| Select a cell on the rota | ←, →, ↑, ↓ |
| Add or edit shift or comment on the rota | Enter |
| Delete the current selection on the rota | Delete |
| Copy the current selection on the rota | CTRL + C |
| Cut the current selection on the rota | CTRL + X |
| Paste the copied selection to the current selection on the rota | CTRL + V |
| Add a time off entry to the rota | CTRL + SHIFT + H |
| Select a column of cells (a date) on the rota | CTRL + SHIFT + D |
| Select a row of cells (staff or facility) on the rota | CTRL + SHIFT + R |
| Scroll to the bottom left corner of the rota | END |
| Scroll to the top left corner of the rota | HOME |
| Scroll to the bottom right corner of the rota | CTRL + END |
| Scroll to the top right corner of the rota | CTRL + HOME |
| Scroll to the right of the rota | Shift + PAGE DOWN |
| Scroll to the left of the rota | Shift + PAGE UP |
Sometimes you might find coloured dots appear in the cells of your rota. The yellow dots are used to show unsaved changes. Once you save the changes the dot may turn red, depending on the settings of your staff rota. If you have switched “automatic publishing” off the dot will turn red indicating that there is an unpublished item in the cell. Your staff won’t be able to see any unpublished items, so you can use this as a draft function, if required. When you choose to publish these items the red dot will disappear from the cell and your staff will then be able to view the changes you have made.
Staff can be re-ordered on the rota by holding the left mouse button down on their name and then dragging them up and down. The new spot for your employee will be highlighted yellow as you drag. Once you’re happy with where the new position is, release the left mouse button.
On your staff rota when a staff member requests a shift, this entry is highlighted in orange. If you then hover the mouse over the shift entry you’ll see the date and time the request was made by your staff member.
To accept the request you can right click on the entry and click "Accept", or to decline the request, click "Decline".
Sick days can be tracked easily by adding them as time off with a type of "Sick leave". When sick leave is added this way, the time off report can tally the amount of sick days taken per staff member. Each employee's sick day allowances can be set on their staff profile.
If your staff's holiday allowances reset at different times of the year you will need to run the time off report multiple times, once for each staff member.
When calculating holiday, Findmyshift does not automatically reset the allowances on any specific date of the year. Instead, each time you run a report your staff allowances begin at zero, and for each day of the report the allowance will increase. As an example, if you run a report for a six month period and your staff have a 20 day allowance over the year, the report will show an allowance of 10 days, regardless of the date range.
Please note that the holiday start date option on the settings screen does not impact the time off report in any way, other than acting as a short-cut by selecting the default date range when you first open the report. Staff allowances are not reset on this date.
If you need your staff allowances to roll-over from one year to the next, you would need to start the time off report when their first holiday allowance began. If your report spans multiple years the holiday allowances will accumulate as there is no automatic allowance reset.
Administrators have unrestricted access to view and edit staff, to view and edit pay-rates, to run reports and approve holiday requests made by staff.
Managers are not allowed to view or edit staff profiles but are able to schedule shifts for staff members on the rota.
Report managers can access all rota and report information. Read-only access prevents them from changing shifts, settings and profile information, however they are able to view all staff pay rates along with other sensitive information. This permission should not be assigned to normal staff members.
Time off managers are allowed to book and approve holidays on behalf of other staff members.
Self schedulers have the lowest permissions assignable which enable staff to add and edit their own shifts.