Getting Started with MyShiftSheet

This guide walks you through setting up agencies, adding your details, logging shifts, and exporting your security shift sheets.

1. Create your account

   Sign up or sign in to access your dashboard.

   Create account or Sign in.

2. Add your first agency (company)

   Agencies (companies) help you organise shifts and totals. You can add more later.

   Add company • View companies

3. Complete your profile

   Add your name, phone, and SIA/licence number. We also link or create your Worker profile so exports show your details.

   Edit profile

4. Add a bank account for payouts

   Store your payout details and mark one as default. Exports can include your bank details.

   Add bank • Manage banks

5. Log your first shift

   Enter date, start/end, site (project), and an optional rate override. Overnight shifts are handled automatically.

   Add shift

6. See your monthly overview

   Your dashboard shows hours and payout totals. Use the month/company filters to review shifts.

   Go to dashboard

7. Export security shift sheets

   From a company month view, export your timesheet to Excel (or other formats as provided). If you have multiple bank accounts, choose which to include.

   Tip: The app picks your default bank automatically. You can also pass ?bank_id=<id> in the URL to export using a specific bank.

8. Set default rates per agency (optional)

   If your agencies pay different rates, set a default rate per agency. When you log a shift, we use the per‑agency rate unless you enter a per‑shift override.

   How it works technically: we look up a UserAgencyRate for your user and company; otherwise, we fall back to the linked Worker’s hourly_rate if present.

9. Privacy and rota/roster terms

   Your data is private to your account. “Shift rota”, “roster”, or “roaster” all refer to your planned schedule — the app supports your preferred term while keeping records clear.

   Privacy Policy • Cookie Policy