Add a person

Add a person#

For: Owner | Manager | Admin You’ll need: At least one location set up.

You’ll create a profile for a new team member. The same form covers two cases: adding someone whose login you’ll set up later, and adding someone you want to invite via email right now.

Open the people form#

  1. Go to Company → People in the header.

  2. Click ‘Create person’ in the top-right.

  1. Tap More in the bottom bar.

  2. Tap ‘Manager’, then ‘People’.

  3. Tap the add (+) button — the floating button on Android, the + in the top bar on iOS.

Fill in the basics#

  1. Enter the ‘Email’ address. This is also their login.

  2. Enter the ‘First name’ and ‘Last name’.

  3. (Optional) Enter the ‘Work phone’ and ‘Private phone’ numbers. Two separate fields, so the number your team can call is never mixed up with the one that’s personal.

  4. (Optional) Enter the address fields.

  1. Enter the ‘First name’ and ‘Last name’.

  2. Enter the ‘Email’ address. This is also their login, and it can’t be changed later.

  3. (Optional) Fill in ‘Street’, ‘ZIP’ and ‘City’.

  4. (Optional) Enter the ‘Work phone’ and ‘Private phone’ numbers. Two separate fields, so the number your team can call is never mixed up with the one that’s personal.

Set their work details#

  1. Open the ‘Locations’ dropdown and pick at least one.

  2. (Optional) Choose an ‘Employment type’, hire date, hourly rate, work-rule override, or notes.

  3. (Optional) Tick ‘Waived breaks’ if applicable.

  1. Tap ‘Group’ and pick ‘Employee’ or ‘Manager’.

  2. Tap ‘Locations’ and tick at least one. Tap the back arrow to return to the form.

  3. (Optional) Enter an ‘Hourly rate’.

Employment type, hire date, work-rule override, waived breaks and notes aren’t on the mobile form — set them on the web afterwards.

Send an invitation (optional)#

If you want the person to sign in to Shiftavo right away, tick ‘Send invitation’ before saving. An invitation email goes out the moment you save, with a one-time link to How to set your password after an invitation.

If you leave the box unticked, the person record is still created — useful when you’re loading the roster ahead of time and don’t want to fire emails yet. You can invite them later from their profile.

Tip

Adding several people at once? Save each one in turn; every save with ‘Send invitation’ ticked sends its own email.

Note

The invitation checkbox is web only. The mobile form has no ‘Send invitation’ option, so use the web app when you want to control the invitation email yourself.

Save#

Click ‘Save’.

Tap ‘Add’ in the top bar. It stays disabled until you’ve entered an email address and picked at least one location. The app returns to the People list when the person is created.

Verify it worked#

The new person appears at Company → People. Their status is:

  • ‘Pending’ — invitation sent, password not yet set.

  • ‘Active’ — invitation accepted (password set), or you created the record without an invitation.

A pending invitation flips to ‘Active’ the first time they sign in. If the email doesn’t arrive, see Re-send an invitation.