Invite employees
Invite employees to Zoho Shifts so they can access schedules, clock in and out, manage shifts, and set their availability. This article explains how employee invitations work, how to send invitations, and troubleshooting tips.
When you add an employee, Zoho Shifts creates a profile for them. To start using it, you need to invite them by email. The invitation link is valid for 30 days. When the employee opens the email and clicks View invite, they’ll be redirected to the Accounts page to sign up or sign in and accept the invite. Once accepted, employees can start using Zoho Shifts on the web or mobile.
Before you start
- To invite employees to your organization, you’ll need the Administrator access level or the Add, edit employee permission enabled.
- Every employee must have a valid email address that they can access.
To invite an employee
- Navigate to the Employees tab.
- Click More actions (•••) parallel to the employee’s name, then select Invite.
- In the Invite Employee pop-up, add the email address if the email field is empty, or check if the existing email address is correct, then set the access level.
- Click Invite Employee.
To invite multiple employees
- Navigate to the Employees tab.
- Select the checkboxes for the employees you want to invite. To make selection easier, you can use the Not Invited filter.
- Select Invite above the employee list.
- Choose an access level and click Invite Employees.
If an employee doesn't have a valid email address, the invitations won't be sent.
FAQs
1. What if the employee doesn’t receive the invitation email after I’ve sent it?
First, verify that the employee’s email address is correct and confirm it with them. Check for any email delivery issues, such as the message landing in spam. You can try sending the invitation again.
If the issue still persists, contact Zoho Shifts support - support@zohoshifts.com for further assistance.
2. What if I've invited an employee with the wrong email address?
You can update the employee’s email address as long as they haven’t joined yet. If they’ve already joined, deactivate the user instead.
3. What happens if I change an employee’s email after sending the invite?
The original invitation link expires. You’ll need to send the invitation again to the updated email address
4. Can I resend an invitation if the employee didn’t accept it on time?
Yes. You can resend the invite if it expires or is not accepted within 30 days. Go to the Employees tab. Click More actions (•••) next to the employee's name and select Reinvite. You can review and update the email address and access level once again while inviting the employee, if needed.
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