User Guide
How do I… in ExpoShift
Every screen in the app, in the fewest words that get you through it. Search for what you're trying to do, or start with a question. Written for phones at the pass.
Results
🏠 Home
🏠 Home › Upcoming Birthdays
See upcoming birthdays
birthdays · whose birthday · birthday card
🏠 Home › My Information › Certifications
See your Food Handler or alcohol card
food handler card · alcohol cert · certification expiring
🏠 Home › My Timecard › Clock In
Clock in and out
clock in · clock out · punch in
🏠 Home › My Timecard › Request a fix
Fix a punch that's wrong
wrong punch · forgot to clock out · timecard correction
🏠 Home › My Information › ✎ Edit
Update your phone, birthday or emergency contact
change my phone number · update my info · emergency contact
🏠 Home › My Tips
See your tips and your pay
my tips · tip pool · my pay
🏠 Home
Check your notifications
notifications · bell · alerts
🏠 Home › Recognition
See your points and the leaderboard
points · leaderboard · recognition
🏠 Home › Your Rewards
Pick or redeem a newsletter prize
I won · prize · reward
🏠 Home › My Timecard › Switch to …
Switch positions mid-shift
switch position · moving to expo · two positions one shift
🏠 Home
Find your way around Home
home screen · dashboard · where is everything
🏠 Home › My Tasks & Reminders
Finish a task or reminder
my tasks · reminders · mark done
🏠 Home › Text size
Make the text bigger
text too small · bigger text · font size
🏠 Home › Your Upcoming Shifts
See your upcoming shifts
my next shift · when do I work · upcoming shifts
📅 Work
📅 Work › 💰 Labor
Check labor cost against the schedule
labor cost · labor percent · scheduled vs actual labor
📅 Work › ⚙ Manager ▾ › ＋ Add Shift
Add a shift
add a shift · create a shift · schedule someone
📅 Work › 📊 Analytics
See hours by position for the week
analytics · hours by role · who worked the most
📅 Work › Needs Your Approval › Approve Swap
Approve a hand-off or a grab
approve a swap · approve a hand off · shift swap approval
📅 Work › ⚙ Manager ▾ › ⚡ Auto Draft
Draft the whole week in one tap
auto draft · build the schedule automatically · draft the week
📅 Work › ⚙ Manager ▾ › 📋 Copy Last Week
Copy last week's schedule
copy last week · same schedule as last week · repeat the schedule
📅 Work › tap a shift › ⚙ Shift Management
Change or delete a shift
edit a shift · change shift time · reassign a shift
📅 Work › ⚙ Manager ▾ › 🔒 Publish All
Publish the schedule
publish the schedule · post the schedule · send out the schedule
📅 Work › ⚙ Manager ▾ › Schedule Tools
Open the schedule tools
schedule tools · manager menu · group by position
📅 Work › ⚙ Manager ▾ › 📁 Templates
Save a week as a template and load it later
templates · save this week · standard week
📅 Work › Shift Handoff Request › Accept
Accept or decline a hand-off
someone sent me a shift · handoff request · accept a shift
📅 Work › Availability › Mark Unavailable
Mark a day unavailable
availability · day off · can't work saturday
📅 Work › Open to Claim › Claim
Claim an open shift
pick up a shift · more hours · open shifts
📅 Work › My Shifts › ⋯ › Put Up for Grabs
Put a shift up for grabs
up for grabs · open shift · anyone want my shift
📅 Work › My Shifts › ⋯ › Hand Off to Teammate
Hand off a shift to a teammate
give away my shift · can't work · cover my shift
📅 Work › My Shifts
See only your shifts
my shifts · my schedule · just mine
📅 Work › My Shifts › ⋯ › Part of the shift
Give away part of a shift
partial shift · leave early · second half
📅 Work › All Shifts
Read the schedule
schedule · who's working tonight · who is on tonight
📅 Work › Availability › Date range
Request a stretch of days, or the same day every week
vacation · date range · week off
👥 Team
👥 Team › a person › 💵 Bonus
Give a one-time bonus
give a bonus · one-time bonus · bonus budget
👥 Team › a person › ⋮ › 🗑️ Archive
Archive or delete an employee
archive an employee · delete an employee · someone quit
👥 Team › ＋ Add › Add Employee
Add one person to the team
add staff · add a new hire · new employee
👥 Team › 📋 Certs › Certification Status — All Active Staff
See who's certified and who's expiring
cert report · food handler expiring · alcohol card
👥 Team › a person › ✏️ Edit Info
Change someone's positions or info
edit info · change positions · add a position
👥 Team › ⬆ Import › Bulk import from Excel or CSV
Import the whole roster from a spreadsheet
import staff · upload a spreadsheet · bulk add employees
👥 Team › ⬆ Import › Invite by email
Get your team into the app
invite staff · invite to app · how does my team get into the app
👥 Team › a person › ⋮ › View Details
See a teammate's details or availability
view details · view availability · is she working next week
👥 Team › a person › ⭐ Shoutout
Give a shoutout
shoutout · recognize someone · kudos
👥 Team
Find a teammate
team list · find someone · search by name
💬 Chat
📢 News
📢 News › ✏️ Write new announcement › 📢 Publish / Schedule…
Post an announcement
post an announcement · announcement · new update
📢 News › Newsletter › Open full issue
Read the monthly newsletter
newsletter · monthly newsletter · who won this month
📢 News › Active Polls & Quizzes › Respond →
Answer a poll or quiz
poll · quiz · survey
📢 News › Updates & Announcements
Read updates and announcements
announcements · updates · news
📋 Manager
📋 Manager › Records & history › Support › Submit a ticket
Send a support ticket
support · help · report a bug
📋 Manager › Records & history › Timesheets › ＋ Add timecard
Add hours for someone who never clocked in
add timecard · add hours for someone · never clocked in
📋 Manager › Team › Staff Availability Calendars
See who's available this week
availability · who's available · who can work saturday
📋 Manager › Run the shift › Tasks & Reminders › + New › ⭐ R&R points on completion
Award R&R points for a task or a poll
award points · manager point awards · bonus points
📋 Manager › Run the shift › Equipment
Find the service tech for a piece of equipment
equipment · service tech · who do I call
📋 Manager › Records & history › Hours Summary
Check scheduled hours before the week goes out
hours summary · scheduled hours · who's over 40
📋 Manager › Team › Insights
Read the weekly sales and kitchen reports
insights · sales report · kitchen report
📋 Manager › Records & history › Missed Shift Log
Track missed shifts
missed shift · no show · who keeps missing shifts
📋 Manager › Run the shift › Food & Supplies Order Guide › Count
Count and shop the Order Guide
order guide · count inventory · shopping list
📋 Manager › Run the shift › My Polls › + New Poll
Ask the team a question or run a quiz
poll · quiz · ask the team
📋 Manager › TIME CARD CORRECTION › Review
Fix someone's punch
fix a punch · forgot to clock out · time card correction
📋 Manager › Run the shift › The Red Book
Log the shift in the Red Book
red book · manager log · shift notes
📋 Manager › Team › Recognition & Rewards › ⭐ Shoutout
Give a shoutout and watch the standings
shoutout · recognition · leaderboard
📋 Manager › Records & history › Shift History
See who changed a shift, and when
shift history · who changed the schedule · who deleted that shift
📋 Manager › Records & history › Swap History
Look up who swapped what
swap history · who took that shift · hand off record
📋 Manager
Find your way around the Manager tab
manager tab · manager hub · what needs attention
📋 Manager › Run the shift › Tasks & Reminders › + New
Assign a recurring task or reminder
tasks · reminders · assign a task
📋 Manager › Records & history › Timesheets
Review the week's punches
timesheets · punches · clock in records
📋 Manager › Run the shift › Verify Completions
Verify a completed task
verify completions · task done · check the photo
📋 Manager › Run the shift › Workday
See who's on the clock right now
who's on the clock · who's late · workday timeline
🛡️ Admin
🛡️ Admin › Settings › Policies & Compliance › Alcohol Service Policy
Set your alcohol service policy
alcohol policy · minimum age to serve alcohol · who can serve alcohol
🛡️ Admin › Settings › Scheduling › Schedule Approval Flow
Route schedules through an approver
schedule approval · who approves the schedule · schedule owner
🛡️ Admin › Tools › Shifts Awaiting Approval
Approve shifts a manager submitted
approve a schedule · shifts awaiting approval · sign off the schedule
🛡️ Admin › Settings › Scheduling › Auto Draft
Tune Auto Draft and school calendars
auto draft settings · school calendar · under 16 hours
🛡️ Admin › Settings › Scheduling › Availability Settings
Set the availability window and cutoff
change the cutoff · availability deadline · when is availability due
🛡️ Admin › Settings › Scheduling › Blackout Dates
Block days off with blackout dates
blackout dates · block time off · no requests off
🛡️ Admin › Settings › Policies & Compliance › Break Rules
Show break rules on shifts
break rules · meal break · rest break
🛡️ Admin › Tools › Payroll, Tips & Comp › Daily Tips
Enter daily station tips
daily tips · station tips · enter tips for the day
🛡️ Admin › Tools › Document Center
Share handbooks and SOPs
employee handbook · upload a document · who has read the handbook
🛡️ Admin › Tools › Facility Maintenance
Run the Facility Maintenance plan
maintenance plan · turn off maintenance · hood cleaning due
🛡️ Admin › Settings › Scheduling › Manager Schedule Permissions
Give managers scheduling groups
manager permissions · which groups can a manager schedule · scheduling rights
🛡️ Admin › Settings › Team & Culture › Polls & Newsletter Settings
Automate the newsletter and manager polls
newsletter settings · monthly newsletter · manager polls
🛡️ Admin › Tools › Food & Supplies Order Guide
Set up the Order Guide
order guide · import items · par levels
🛡️ Admin › Tools › Payroll, Tips & Comp › Payroll & Pools
Run payroll from real hours
run payroll · tip pool · payroll export
🛡️ Admin › Settings › Team & Culture › Positions
Add, retire or recolor positions
add a position · positions · retire a position
🛡️ Admin › Settings › Money & Data › POS Sync — Square
Sync sales and tips from your POS nightly
POS sync · connect my POS · nightly sync
🛡️ Admin › Settings › Restaurant › Restaurant Info
Update restaurant info and logo
restaurant name · change timezone · upload logo
🛡️ Admin › Settings › Team & Culture › Recognition & Rewards
Set up Recognition & Rewards
recognition and rewards · points program · set up R&R
🛡️ Admin › Settings › Team & Culture › Role Assignments
Set who is staff, lead, manager or admin
make someone a manager · role assignments · lead role
🛡️ Admin › Settings › Scheduling › Staff Shift Swap Settings
Decide whether swaps need approval
shift swap approval · control shift swaps · swaps without approval
🛡️ Admin › Tools / Settings
Find your way around the Admin tab
admin tab · where are the settings · reorder admin cards
🛡️ Admin › Settings › Team & Culture › Team Chats
Turn team chat channels on or off
team chats · turn off a channel · FOH chat
🛡️ Admin › Tools › Insight Uploads (weekly CSV)
Upload weekly POS reports for Insights
insight uploads · weekly csv · upload POS report
🛡️ Admin › Tools › Payroll, Tips & Comp › Wages
Set wages and watch comp
change someone's pay · wages · who can see wages