iShapps · Guides
How to run your agency in iShapps
Each guide shows every stage, who acts at each one, and what iShapps does on its own. In the app, the?at the top of every page brings you here.
Rostering
Organisations, shifts and timesheets.
Adding an organisation
A step-by-step setup: the organisation and its optional login, where its invoices go, how its facilities are notified, then its first facility.
Agency admins
Adding a facility
A step-by-step setup for a site: its address (where workers clock in), who gets booking and invoice emails, an optional portal login, and its own contacts.
Agency admins and Organisation Admins
Creating a shift
Book a shift, choose who hears about it, and follow it from accepted to approved, including what iShapps does on its own along the way.
Rostering and agency admins
Timesheets and export
What each worker worked, created as each shift ends and updated when it's approved. Time only: export them for your payroll system.
Payroll and rostering admins
Workforce
Onboarding workers and keeping them compliant.
Onboarding a worker
Every stage of a worker's account, from qualifying an applicant to their first shift, who acts at each one, and where iShapps acts on its own.
HR and recruitment
Certifications and compliance
Set which certifications workers need, review what they upload, and let iShapps pause and resume workers as certifications expire and are renewed.
HR and compliance
Agreements: policies and contracts
Policies everyone signs, and contracts personal to one worker: read and signed in the app, counter-signed automatically, kept with a signing certificate.
HR
Adding your careers page to your website
For your web developer: link your website to your iShapps careers page so job seekers can browse roles, apply, and come back to your site.
Web developers and agency admins
Billing
Invoicing your facilities.
Configuring invoices
Growth+Set what your invoices say, how often they're made and where they go: your agency's defaults, each organisation's invoicing, and each facility's contacts.
Finance and agency admins
Agency billing
Growth+How approved shifts become billable items, weekly invoices and payments, and what iShapps does on its own at each cut-off.
Finance
Payroll
Paying your workers.
Your iShapps account
Your plan, what you pay and the terms.