ShiftBID | Inviting Employees to the Platform

Welcome to ShiftBID! Getting your team onto the platform is a simple two-part process. This guide covers how an Administrator sends an invitation and what the Employee sees on their end.

Part 1: The Administrator Process

Follow these steps to grant an employee access to their ShiftBID portal:

1. Navigate to Settings: Go to Menu > Setup > Employees.
2. Select Employee(s): Check the box next to the name of the employee you wish to invite.
3. Check Notifications: Ensure the employee's notifications are enabled. If they are disabled, click the Notifications button to toggle them on.
4. Send Invite: Click the Invite button.
5. Personalize (Optional): You may add a personal note to the invitation email to provide extra context for your staff.
6. Confirm: Click Send.

Part 2: The Employee Invitation Process

Once the admin clicks send, the employee will complete the following steps to secure their account:

Step 1: Open the Invitation

The employee will receive an email from ShiftBID. They should open the email and click the blue Set Password button.

Step 2: Verify Identity

For security, the employee will be redirected to a verification page.

• A 6-digit verification code will be sent to their email automatically.
• Enter the code into the box and click Submit Code.

Step 3: Secure the Account

After the code is verified, the employee will be prompted to:

• Create a strong, unique password.
• Click Set Password to save changes.

Step 4: Log In

The setup is now complete! The employee can immediately log in using their Username and the New Password they just created.